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2025 Investment Management Summer Analyst Program
2 months ago
About the Role
The Investment Management Summer Analyst Program at Acord is a 10-week program designed to provide students with a comprehensive understanding of investment management and the opportunity to work with a team of experienced professionals.
Program Overview
The program consists of one week of comprehensive training and nine weeks working within an Investment Management team. The training curriculum is designed to equip Summer Analysts with the fundamental skills they need to be successful in investment management.
Responsibilities
- Work collaboratively with Investment Teams, Distribution & Marketing, Legal & Compliance, and Operations to understand strategy, opportunity, execute new product launches, mergers/strategy transitions, liquidations, and provide ongoing support to the product platform.
- Conduct market research and analyses on competitor funds, performance, and global investment trends using various fund databases to support product initiatives.
- Assist with offering document development and marketing materials, operational processes, etc.
- Assess product demand by speaking with sales teams.
- Support strategic organic growth initiatives such as new product launches, team lift outs, sales initiatives.
- Support corporate development and M&A efforts through analyzing and synthesizing financial statements and operating information about potential acquisition targets.
- Research and analyze various geographical markets and segments within the asset management industry such as China, retirement/DC and insurance channel. Includes market sizing, identifying growth trends/opportunities and profiling of key market participants.
Requirements
- Pursuing a Bachelor's degree and will graduate between December 2025 and June 2026.
- Exceptional academic performance and communication skills, both verbal and written.
- Strong team player; ability to collaborate with colleagues across the team and within the broader organization.
- Energetic, self-starter, and team-oriented individual who thrives in a dynamic environment.
- Strong organizational and time management skills, with ability to manage competing priorities.
- Problem solver, with an analytical and detail-oriented mindset.
- Strong proficiency in Excel and PowerPoint.
