Institutional Client Management

Summary

CAPTRUST offers an Institutional Client Management internship program for students seeking exposure to the world of investment management for institutional clients. This internship allows you to gain valuable experience working alongside professionals who manage investment portfolios for retirement plans, endowments, and foundations.

Qualifications

• Actively pursuing a bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite, particularly Excel, is a plus.

Responsibilities

• You’ll likely be involved in various tasks supporting institutional client management, potentially including:
  • Assisting with research on investment funds and options.
  • Participating in data analysis and report preparation.
  • Contributing to client presentations and communication materials.
  • Learning about the investment management process for institutional clients.

Benefits

Internships at CAPTRUST can provide valuable benefits beyond gaining experience. While specific details may vary, potential benefits include:

• Competitive stipend to offset program costs.
• Networking opportunities with financial professionals.
• Gaining a deeper understanding of institutional investment management.
• Potential for future employment with CAPTRUST.

Location

Remote

Deadline: Unspecified

Apply Now