Investment Analysis Intern

1 week ago


Philadelphia, Pennsylvania, United States Board Of Pensions of the Presbyterian Church USA Full time
Investment Analysis Intern
The Investment Analysis Intern will work closely with the Private Equity Managing Director and contribute to various investment initiatives. This role involves assisting in the identification of investment prospects, conducting thorough evaluations, and supporting portfolio oversight.

Key Responsibilities:
  • Conduct in-depth research focused on specific sectors within various asset classes.
  • Examine investment documentation, perform financial assessments, and engage in discussions with investment managers.
  • Evaluate and track the performance metrics of investment managers and portfolio entities.
  • Draft investment assessment reports and portfolio review documents.
  • Assist senior team members in managing portfolios and analyzing transactions.
  • Share insights and recommendations during team discussions and at Board meetings.

Requirements:
  • A bachelor's or master's degree in finance, accounting, economics, or a related discipline.
  • Previous experience in finance or financial services is advantageous.
  • A strong passion for financial markets and alternative investment vehicles.
  • Exceptional communication, leadership, and organizational capabilities.
  • Ability to thrive in a dynamic environment and adhere to deadlines.
  • Proficiency in Microsoft Office Suite.
  • On-site presence is required.

Recruiting Process:
Interested candidates should submit their application online, including a resume and cover letter. If qualifications align, an interview will be arranged. The organization encourages vaccinations to ensure health safety. The Board of Pensions of the Presbyterian Church (U.S.A.) is dedicated to fostering diversity, equity, and inclusion in its workforce.

  • Philadelphia, Pennsylvania, United States Board Of Pensions of the Presbyterian Church USA Full time

    Position Overview: The Financial Associate Intern will report directly to the Private Equity Managing Director and play a vital role in supporting investment initiatives. This includes identifying investment prospects, conducting due diligence on managers, and assisting in portfolio management activities. The Intern will evaluate co-investment opportunities...


  • Philadelphia, Pennsylvania, United States Care Lync Full time

    Job OverviewPosition: Financial AnalystCare Lync is in search of a dedicated Financial Analyst to assist management in making well-informed investment choices through comprehensive analysis of financial data and market dynamics. The ideal candidate will exhibit exceptional analytical abilities and a profound comprehension of financial principles to enhance...


  • Philadelphia, Pennsylvania, United States Jobot Full time

    About the RoleWe are seeking a highly skilled and experienced Investment Tax Manager to join our Tax Department at Jobot. As a key member of our team, you will play a critical role in managing and optimizing the tax aspects of our investment portfolios.Key ResponsibilitiesTax Planning and Strategy: Develop and implement tax-efficient investment strategies to...

  • Private Equity Intern

    2 weeks ago


    Philadelphia, Pennsylvania, United States Board Of Pensions of the Presbyterian Church USA Full time

    Investment Analysis InternThe Investment Analysis Intern will collaborate with the Private Equity Managing Director and assist in various investment functions, including identifying investment prospects, conducting thorough assessments, evaluating managers, overseeing portfolio performance, and drafting investment reports.Key Responsibilities:Conduct...


  • Philadelphia, Pennsylvania, United States SDI Inc Full time

    About the RoleAs a key member of SDI Inc.'s financial leadership team, the Director of Financial Planning and Analysis will play a crucial role in leading all financial planning and analysis activities across the company. This includes leading the Annual Operating Plan (AOP) process, periodic forecasting, and business analysis activities.Key...


  • Philadelphia, Pennsylvania, United States PNC Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...


  • Philadelphia, Pennsylvania, United States The PNC Financial Services Group, Inc Full time

    Position Overview At The PNC Financial Services Group, Inc., our workforce is our most significant asset and competitive edge in the financial sector. We are committed to providing exceptional service to our clients and fostering a workplace culture that values inclusivity, respect, and the contributions of every employee. As a Senior Investment & Portfolio...


  • Philadelphia, Pennsylvania, United States PNC Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued and have an opportunity to contribute to the company's...


  • Philadelphia, Pennsylvania, United States SDI Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning and Analysis Director to join our team at SDI Inc. As a key member of our financial leadership team, you will play a critical role in helping to lead all financial planning and analysis activities across the company.Key ResponsibilitiesLead and direct the company's annual...


  • Philadelphia, Pennsylvania, United States Brandywine Realty Trust Full time

    Job SummaryBrandywine Realty Trust is seeking a highly skilled Investment Associate to join our team in Philadelphia, PA. As an Investment Associate, you will play a key role in supporting the real estate transaction process, including coordinating with brokers, managing due diligence, and underwriting new investment opportunities.Key ResponsibilitiesSupport...


  • Philadelphia, Pennsylvania, United States SDI Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning and Analysis Director to join our team at SDI Inc. As a key member of our financial leadership team, you will play a critical role in helping to lead all financial planning and analysis activities across the company.Key ResponsibilitiesLead and direct the company's annual...


  • Philadelphia, Pennsylvania, United States Soul Equity Solutions Full time

    Private Equity Senior Vice PresidentAbout Soul Equity SolutionsSoul Equity Solutions is a premier Executive Search firm specializing in connecting Middle Market Private Equity Firms and their Portfolio Companies with exceptional talent.Our focus is exclusively on assisting Middle Market Private Equity firms in enhancing their internal teams and optimizing...


  • Philadelphia, Pennsylvania, United States Brandywine Realty Trust Full time

    Job OverviewCompany OverviewBrandywine Realty Trust is dedicated to excellence in the development, construction, and management of premier Class-A office, multi-family, and mixed-use properties across the nation. Our commitment to community engagement is integral to our corporate ethos, fostering a culture that empowers every employee to strive for...


  • Philadelphia, Pennsylvania, United States PNC Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...


  • Philadelphia, Pennsylvania, United States Board Of Pensions of the Presbyterian Church USA Full time

    Investment Associate InternshipThe Investment Associate Intern will collaborate with the Private Equity Managing Director and contribute to various investment initiatives. This role encompasses activities such as identifying investment prospects, conducting thorough evaluations, assessing managers, overseeing portfolio performance, and drafting investment...


  • Philadelphia, Pennsylvania, United States InsideHigherEd Full time

    About the RoleThe Program Manager - Impact Investments will play a pivotal role in the strategic planning and execution of impact investment programs at the Wharton School. This position will be responsible for managing impact investment programs that provide students with exposure to actual investments in environmentally and socially impactful companies.Key...


  • Philadelphia, Pennsylvania, United States Publicis Health Media Full time

    Job OverviewCompany Overview:Publicis Health Media stands as a premier health media agency in the United States, committed to providing solutions that connect individuals with significant health and wellness resources daily. Our deep-rooted passion for health and wellness drives our efforts across the media landscape, assisting patients in navigating...


  • Philadelphia, Pennsylvania, United States Access Holdings Full time

    About Access HoldingsAccess Holdings Management Company LLC is a leading middle-market investment firm with a strong presence in the financial industry. With over $2.8 billion in assets under management, we provide direct investment opportunities to create concentrated portfolios of essential service-based businesses in North America.Job SummaryWe are...


  • Philadelphia, Pennsylvania, United States Hersha Hotels & Resorts Full time

    Position OverviewSenior Analyst/Associate, Investment ManagementCompany OverviewHersha Hotels and Resorts is a prominent player in the luxury and lifestyle hotel sector, managing a diverse portfolio of properties in key urban and resort markets. The organization operates a collection of hotels that are strategically located in high-demand areas, focusing on...


  • Philadelphia, Pennsylvania, United States SDI Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Financial Planning and Analysis to join our team at SDI Inc. As a key member of our financial leadership team, you will play a critical role in helping us drive business growth and profitability.Key ResponsibilitiesLead and direct the company's annual budgeting and planning process,...