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Elevation Point · Denver, Colorado
Position Summary
The Investment Research & Portfolio Management Intern will gain hands-on experience across portfolio management, investment research, manager due diligence, and wealth management operations. This role provides exposure to how a leading wealth management firm evaluates investment opportunities, constructs client portfolios, monitors investment managers, and supports financial advisors.
The intern will work closely with the Investments team on research projects, portfolio analysis, market commentary, and due diligence activities while developing a strong foundation in investment management and wealth advisory services.
This internship is ideal for students interested in careers in investment management, portfolio management, institutional consulting, manager research, OCIO services, or wealth management.
Key Learning Areas
Portfolio Construction & Asset Allocation
Investment Manager Due Diligence
Market & Economic Research
Alternative Investments
Investment Committee Process
Wealth Management Solutions
Advisor Support & Consulting
Investment Research
Conduct research on mutual funds, ETFs, separately managed accounts, and alternative investment strategies.
Analyze manager performance, style characteristics, fees, and risk metrics.
Assist in preparing investment research summaries and presentations.
Monitor market, economic, and industry developments affecting investment portfolios.
Support the team in developing market insights and investment recommendations.
Manager Due Diligence
Assist with gathering and organizing due diligence materials from investment managers.
Review manager reports, fact sheets, and performance updates.
Help maintain investment manager databases and due diligence records.
Participate in manager meetings and prepare meeting notes and summaries.
Support research projects related to new investment strategies and managers.
Portfolio Management Support
Assist with portfolio analytics and performance reporting.
Conduct asset allocation and portfolio comparison analyses.
Support monitoring of model portfolios and investment strategies.
Help analyze portfolio risk and diversification metrics.
Prepare materials used for portfolio reviews and investment committee discussions.
Advisor Team Support
Assist in responding to investment-related requests from advisor teams.
Research investment solutions and prepare supporting analysis.
Help develop educational materials for advisors regarding investment strategies and market trends.
Participate in advisor and investment team meetings.
Investment Operations & Projects
Support ongoing maintenance of investment tools and databases.
Assist with special projects related to portfolio management and investment research.
Help improve reporting processes and data organization.
Participate in cross-functional meetings with operations, technology, and advisor support teams.
Required
Finance
Economics
Accounting
Mathematics
Business Administration
Related field
Demonstrated interest in investments, financial markets, and wealth management.
Proficiency in Microsoft Excel and PowerPoint.
Completion of coursework in investments, portfolio management, statistics, or economics.
Experience using financial research tools such as Morningstar, Bloomberg, FactSet, or similar platforms.
Interest in pursuing the CFA designation.
Leadership experience through clubs, athletics, organizations, or community involvement.
Attention to detail
Intellectual curiosity
Quantitative analysis
Organization and project management
Critical thinking
Teamwork and collaboration
Professional communication
Ability to manage multiple priorities
Details
| Company | Elevation Point |
| Location | Denver, Colorado |
| Type | FULL TIME |
| Niche | Full-time |