Summer Analyst Program for Investment Professionals

6 days ago


Madison Wisconsin, United States Wisconsin Foundation and Alumni Association Full time
About the Role

The Wisconsin Foundation and Alumni Association is seeking a highly motivated and detail-oriented individual to join our Summer Analyst Intern Program. As an investment analyst intern, you will have the opportunity to gain hands-on experience in investment analysis, portfolio management, and financial modeling.

Key Responsibilities
  • Conduct qualitative and quantitative analysis of investment opportunities, including due diligence and ongoing manager monitoring.
  • Meet with investment managers, external references, and business executives to gather information and insights.
  • Draft reports detailing investment recommendations and actions.
  • Provide quantitative analysis, including financial modeling, for proposed investments.
  • Conduct thematic research within potential new asset classes and investment strategies.
  • Assist in the preparation of investment committee materials.
Requirements
  • Curiosity about investing, business models, and portfolio construction.
  • Excellent written and verbal communication skills.
  • Ability to work independently, meet deadlines, take initiative, and understand priorities.
  • Professional integrity and discretion in handling confidential information.
  • Ability to interact with business executives and appropriately represent WFAA.
  • Proficiency with Microsoft Office products, especially Excel.
About WFAA

The Wisconsin Foundation and Alumni Association is a private, nonprofit corporation that encourages individuals and organizations to make gifts to the university and to connect with the UW. We believe that private support grows out of good relationships between campus leaders, faculty and program staff who need support, and the alumni and friends who want to invest in UW–Madison.

We value people and the differences that they bring to the organization, and create an environment in which all staff members and constituents feel respected and have opportunities to thrive.


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