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3 months ago

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We are passionate about our business and our culture, and are seeking individuals with that same drive.

The Private Equity Solutions Group Intern on the Business Management team will take ownership and work on data entry and database management for the Private Equity Solutions Group ("PESG") related to client and portfolio company coverage. The Intern will obtain a 'behind the scenes' perspective of the investment banking industry and specifically how private equity coverage is approached and executed. Depending on proximity and availability, this position will be hybrid, encompassing both remote work and in-person opportunities.

Responsibilities

* Manage multiple CRM and market intelligence databases in Excel and Salesforce
* Maintain database by entering new and updated sponsor portfolio company data
* Tracking of industry/personnel changes to maintain up-to-date list of private equity partners and deal leads
* General company and industry information gathering and research
* Intake and process Sponsor data from multiple sources
* Ownership of and accountability for data integrity and accuracy
* Follow and maintain database entry techniques and procedures
* Verify and validate Sponsor portfolio company data by reviewing, correcting, deleting, or reentering data
* Establish and adhere to cadence for timely updates
* Provide weekly summary of tasks completed and goals accomplished

Required Skills/Characteristics

* Self-starter with strong drive and work ethic
* Excellent problem solving and trouble shooting skills
* Positive attitude and eagerness to learn
* Strong attention to detail and accuracy
* Propensity to take ownership of a task and drive its completion
* Computer skills (Microsoft Suite - Excel, PPT, Word, etc.) preferred but not required, any experience with Macros, Pivot Tables and Programming in VBA
* Understanding of investment banking, financial concepts and related market activities

Background/Qualifications

* Undergraduate student, class of 2025-2026
* Interest financial services, financial research and/or analysis
* Finance, Economics or related major preferred
* Previous data analysis, client support, experience
* Proximity/ability to commute into Manhattan HQ strongly preferred

Hourly Pay: USD $20.00

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy), national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information, disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.