INVESTMENT ANALYST INTERNSHIP

Santa Monica, CASanta Monica, CA

  • JOB DESCRIPTION
    INVESTMENT ANALYST INTERNSHIP

    Angeles Investment Advisors, LLC is an employee-owned multi-asset investment management firm that offers strategic leadership in crafting investment programs for foundations, endowments, pensions, operating charities and families that advance our clients’ missions, values and objectives.

    Angeles seeks a motivated Investment Analyst intern to join our Investment Officer team for the summer. Investment Officers are our clients’ de facto Chief Investment Officers, responsible for designing and implementing portfolio strategy and managing client relationships. In this role, you’ll work closely with Investment Officers to contribute to the organization’s investment research and support our award-winning client service effort.

    WHAT YOU CAN EXPECT:

    • Cross-functional collaboration across Angeles and with other interns on projects that significantly enhance your understanding of the investment management industry
    • To be integrated and contribute to internal meetings in which we discuss our investment outlook, client communications, and business strategy
    • To actively participate in manager research meetings and share findings with the firm through written reports
    • To be assigned mentors that will guide you through the internship experience, provide tools and training to complete projects effectively, and listen to your feedback to create an optimal learning experience
    • To participate in firm-wide team building, volunteer, and social events

    CHARACTERISTICS WE SEEK:

    • Strong oral/written communication skills and ability to work collaboratively with others in a team environment
    • A willingness to engage proactively, take initiative, work independently, attention to detail and showcase a strong desire to learn
    • Time management skills, with the ability to prioritize and communicate status of projects
    • Strong quantitative skills
    • A genuine interest in investing and markets

    INTERN PROJECTS INCLUDE (BUT ARE NOT LIMITED TO):

      • Investment Engagement Assist in identifying, interviewing and evaluating existing and new investment managers for client portfolios. Provide written meeting documentation on research meetings summarizing the investment thesis/next steps.
      • Client Engagement Review, evaluate and consider how to best provide reporting and other materials to meet our clients’ communication preferences. Assist in preparation for client meetings and new business opportunities.
      • Special Projects Work to improve our qualitative assessments of managers’ diversity, equity and inclusion (DEI) initiatives and environmental, social and governance (ESG) integration into investment processes.

    PROCESS

    Process: Interested parties should send a resume, cover letter and writing sample to jobs@angelesinvestments.com. Resumes sent without cover letter will not be considered. No telephone inquiries will be accepted for this position.

    RESOURCES:

    Resources: Feel free to contact Investment Analysts Adrienne Tong (atong@angelesinvestments.com) or Jacquline Ruan (jruan@angelesinvestments.com) with further questions on the opportunity.

    Angeles Investment Advisors, LLC and its subsidiaries provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

    Learn more about Angeles’ commitment to Diversity, Equity & Inclusion here.

  • SEC/ADV | FORM CRS
  • © 2023 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2023
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC