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Alternative Investments Analyst

2 months ago

Sandy, United States Diversify Full time
Position Overview

Salary:

Investment Analyst - Internship

Are you prepared to explore the dynamic realm of alternative investments and contribute meaningfully? Diversify Advisor Network is presenting an opportunity for an Investment Analyst Internship that places you at the cutting edge of financial advancement.

About Us:

Diversify Advisor Network is pioneering a transformation in the wealth management sector. Founded by experienced advisors and industry innovators, we have developed a distinctive ecosystem that combines institutional-grade resources with the essential personal touch necessary for genuine collaboration. Our goal is not merely to lead but to revolutionize the industry, offering a unique mix of a family-oriented culture, institutional strength, and immersive experiences. This empowers advisors and wealth management firms to differentiate themselves, uphold their entrepreneurial spirit, and, most importantly, serve their clients with unmatched commitment.

About the Role:

This internship is based in our office.

The Investment Analyst Internship is a crucial position within our Asset Management team, located at our headquarters. This role involves monitoring the performance of numerous investment programs and assisting in the evaluation of new opportunities. Ideal candidates will possess strong analytical skills, a knack for process enhancement, and a keen interest in alternative investments.

Your Contributions:

  • Conduct thorough research and analysis on various alternative investment programs, including Real Estate, Private Equity, and Private Credit.
  • Oversee the performance metrics of a wide array of alternative investment programs.
  • Prepare detailed investment reports and collaborate with the Investment Committee.
  • Implement process improvements and optimize workflows for enhanced efficiency.

Who You Are:

  • Pursuing a Bachelor's degree with a focus on finance-related fields (e.g., Economics, Finance, Accounting, Financial Planning, Mathematics, Business Management, or Statistics).
  • A strong desire for knowledge and a commitment to excellence.
  • Exemplify our core values of integrity, innovation, and teamwork.
  • Possess excellent communication skills and a collaborative approach.

Your Skills:

  • Exceptional quantitative abilities and a relentless intellectual curiosity.
  • Proficient in Microsoft Office, particularly advanced Excel and data analysis tools.
  • Detail-oriented with a strong sense of ownership regarding the quality of your work.
  • A self-motivated individual with outstanding organizational skills and the capacity to manage multiple tasks effectively.

Next Steps:

If you are eager to advance your career, forge valuable connections, and embark on an exciting journey through the world of alternative investments, we encourage you to consider this internship opportunity.

We uphold and act with complete honesty, adhering to principles of sound ethics. All candidates will undergo a pre-employment background check, credit check, and drug screening. Diversify Advisor Network is an Equal Opportunity Employer--M/F/D/V.