Investment Analyst Intern Job at ChaseSource (Austin)

M&A Intern Analyst

Location

Vietnam , HCMC

Salary:

Not provided

BDA Partnere

Expiration Date

Until further notice

Requirements

Minimum 1 year of M&A advisory experience in an investment bank
English and Vietnamese
Strong quantitative and accounting skills
Experience working on deals in the origination and execution phase

Analyst Intern

Interns will gain exposure to seniors mentoring as well as learn different proce...

Location

Italy , Milan

Salary:

Not provided

Oaklins

Expiration Date

Until further notice

Requirements

Senior or postgraduate student with education background in financial, accounting or other related majors
Fluent in written and spoken English is a MUST
Must be able to work under pressure, be hardworking and independent
Excellent academic background on Bachelor’s or Master’s degree in Business Economics or related
Italian and English communication skills, both written and verbally
Strong analytical skills
Proven team player with the ability to work independently
Proficiency in MS Office
Have a keen eye for detail

Job Responsibility

Gain exposure to seniors mentoring
Learn different processes and improve technical skills
Participate in the live transaction as well as in the preliminary research and preparation phases
Comprehensive exposure to each aspect of an investment banking career
Sharpening all your skills required for a success in the financial world

What we offer

Senior-level mentoring

Fulltime

AIM Analyst - Investment Operations

This entry-level position in Allianz Investment Management (AIM) offers a unique...

Location

United States , Minneapolis

Salary:

55000.00 - 110000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance, accounting, MIS, or related field
Ability to work independently and as part of a team
Curiosity, attention to detail, driven for solutions
Proficient in Excel
Utilization of artificial intelligence tools and resources (e.g. generative AI)
You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship

Job Responsibility

Trade and Position Review: Facilitate the timely and accurate booking of trades and resulting positions
Cash Management: Monitor cash balances and ensure that all cash transactions are processed accurately and in a timely manner
Reconciliation: Reconcile portfolio data against custodian and asset manager statements and resolve any discrepancies in a timely manner
Reporting: Generate reports to provide insight into investment performance, accounting, compliance and risk management
Process Improvement: Identify opportunities to improve operational processes and procedures to increase efficiency and reduce risk
Relationship Management: Building strong relationships internally and with asset managers is critical to the success of this role
Documentation and Reporting: Support the documentation of data governance processes and create reports to track progress on data quality initiatives and issue resolution
Data Governance Design and Maintenance: Assist in the design and ongoing maintenance of data governance frameworks
Data Quality Assurance: Participate in monitoring and evaluating data quality
Issue Resolution: Collaborate with business partners to address existing data issues

What we offer

a choice of comprehensive medical, dental and vision plan options
health savings account
tuition reimbursement
student loan retirement plan
annual paid leave
an outstanding 401(k) company match
life insurance
onsite health center
child development center
fitness facility

Fulltime

Investment Operations Analyst

This role covers end-to-end responsibilities in the operational trade lifecycle,...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

0–3 years of experience in financial operations or a related role within financial services or a trading firm
Bachelor’s degree in Finance, Accounting, or a related field
Advanced proficiency in Microsoft Excel
VBA knowledge is a plus
Prior experience with structured securities products is advantageous
Strong written and verbal communication skills, with an ability to manage competing priorities effectively
Highly collaborative mindset with strong interpersonal skills and the ability to thrive under pressure

Job Responsibility

Ensure accuracy in daily investment operational tasks, including reporting, trade settlements, and resolving trade breaks or fails
Provide trade confirmation for structured security product trades and associated derivatives
Conduct cash reconciliation, including handling lifecycle events such as monthly P& I payments
Collaborate with internal and external stakeholders, including brokers, treasury, accounting, and traders, to resolve issues proactively
Perform weekly and monthly reconciliations of investment positions and activity across holdings while investigating and resolving discrepancies
Support ad-hoc analysis and assist in process improvement initiatives

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Investment Data Analyst

Partner with clients to integrate and analyse multi-asset class portfolios, perf...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

Minimum of 2+ years’ experience working in technology, finance, or consulting
Strong understanding of a wide range of financial instruments, including equities, fixed income, derivatives, and alternative investments
Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
Solutions-oriented mindset and passion for problem-solving
Excellent communication, organisational, and time-management skills
Strong work ethic
proactive and a high-contributing team-mate
Highly organised with great attention to detail, driven to make processes more efficient
Independent, adaptable, and able to thrive in a fast-paced environment
Strong proficiency with Excel (pivot tables, lookups, nested formulas, data cleaning/validation)

Job Responsibility

Translate unique client requirements into flexible and scalable investment data solutions
Lead data conversion projects to integrate historical portfolio data from legacy systems into Addepar
Work directly with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
Advise clients on investment data workflows, ensuring accuracy, consistency, and scalability
Collaborate closely with other Data Solutions Consultants on technical implementations to ensure smooth onboarding and delivery
Identify and drive opportunities to improve processes, tools, and data quality standards
Communicate proactively and professionally with clients and internal stakeholders

Investment Data Analyst

As an Investment Data Analyst, you will partner with clients to integrate and an...

Location

United States , Salt Lake City

Salary:

90000.00 - 112000.00 USD / Year

Addepar

Expiration Date

Until further notice

Requirements

Minimum 2+ years of experience working in technology, finance, or consulting
Deep understanding of a wide range of financial instruments, including equities, fixed income, derivatives, and alternative investments
Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
Solution-oriented mentality and passion for problem-solving
Excellent communication, organizational, and time-management skills
Strong work ethic, proactive, and a high-contributing teammate
Highly organized with close attention to detail, driven to make processes more efficient
Independent, adaptable, and able to thrive in a fast-paced environment
Strong proficiency with Excel (pivot tables, lookups, nested formulas, data cleaning/validation)
ability to structure and manipulate complex datasets

Job Responsibility

Translate unique client requirements into flexible and scalable investment data solutions
Lead data conversion projects to integrate historical portfolio data from legacy systems into Addepar
Work directly with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources
Consult with clients on investment data workflows, ensuring accuracy, consistency, and scalability
Collaborate closely with other Data Solutions Consultants on technical implementations to ensure smooth onboarding and delivery
Identify and drive opportunities to improve processes, tools, and data quality standards
Communicate proactively and professionally with clients and internal stakeholders

What we offer

bonus
equity
benefits

Fulltime

Customer Insights Analyst Intern

In this internship, you will be at the heart of our strategy to maximize Custome...

Location

Germany , Berlin

Salary:

Not provided

Cherry Ventures

Expiration Date

Until further notice

Requirements

Currently pursuing or have recently completed a Bachelor's, Master's, or Ph.D. in a field such as Data Science, Econometrics, or Statistics
Know the basics in SQL
Have gained first experiences building statistical models in Python or R
Proactive problem solver with a curious mindset and passion for understanding customer behavior
Excellent communication skills with the confidence to present complex information clearly and concisely to senior leaders

Job Responsibility

Crack the Code on Retention: use causal inference to identify the root causes of churn and the true drivers of value
Bridge the Business Silos: work across different domains (Operations, Revenue, Pricing) to understand how different levers impact the customer experience
Steer Investment with ROI: quantify the economic impact of retention drivers to guide the business toward initiatives with the highest financial return
Translate Data to Strategy: turn complex analysis into a clear strategic narrative and present actionable recommendations to senior leadership

What we offer

26 days of vacation, +1 day every year up to a maximum of 30 days
A discount on your Urban Sports Club membership
Attractive company pension options
Unlimited access to an e-learning and development platform, MyAcademy, including online German courses
Online discounts with Corporate Benefits and Future Bens
A cool discount off your personal Flink orders
A modern and dog-friendly office in the heart of Berlin

Fulltime

Private Markets Investment Due Diligence Analyst

We are looking for an Analyst to join our Private Markets Investment Due Diligen...

Location

Singapore , Singapore

Salary:

Not provided

Albourne

Expiration Date

Until further notice

Requirements

University graduate or equivalent
Relevant prior work experience, with knowledge or experience of alternatives industry
Strong written and verbal communication skills
Possession of or advanced progression towards relevant professional qualifications (CFA, CAIA)
Abide by Albourne Group’s policies and procedures including but not limited to compliance reporting, HFDB filing, Information, Communications & Cyber Security Policy, Expense & Travel Policy, etc.
Proactive self-starter, proficient time management and multi-tasking
Professional demeanour and strong interpersonal skills.
Systems literacy (excel, ppt, word, Outlook)
Travel (as requested)
Comply with terms of Albourne Compliance Manuals

Job Responsibility

Strategy Coverage
Generate fund lists: Work in coordination with the Head of the Asia Private Markets IDD, Head of the Real Estate IDD, Head of Real Assets IDD and Private Markets IDD Analysts to maintain manager review and due diligence focus lists for assigned strategies and regions (if applicable)
Rate managers: Rate managers in the given strategy and exhibit the ability to clearly and persuasively articulate the rationale for those ratings
Produce IDD and associated reports: Produce clear & concise investment due diligence reports and recommendations to present to clients in coordination with the PM IDD Analyst(s) (Real Assets and Real Estate)
Monitoring: Provide ongoing monitoring of funds in client portfolios or on fund lists in the given strategy to ensure accuracy of existing ratings
Assist clients with accessing managers: To the extent possible, help build relationships between Albourne, the client, and covered managers to assist with client access to preferred funds
Strategy Analysis and Communication
Forward Calendar: Support production of an up-to-date and accurate Forward Calendar for the assigned strategy
Strategy Forecasts: Support production of strategy forecasting for assigned strategies within PM
White paper, CIO Notes & ATV: Support production and maintenance of research on the extranet, outlining the key attributes, trends, and drivers of a given strategy

What we offer

Professional development support
22 days' annual leave
Discretionary bonus scheme
Private medical and dental insurance
Business travel insurance

Fulltime

Investment Analyst Intern

ChaseSource

Location:
United States , Austin

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 06, 2026

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Location:United States , Austin

Category:Finance

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Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 06, 2026

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