An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$22.50 / hour Description Working for the Purdue Research Foundation offers a dynamic and innovative environment where you can be at the forefront of groundbreaking research and technological advancements. As a member of this organization, you'll have the opportunity to collaborate with brilliant minds and contribute to cutting-edge projects that have the potential to shape the future in various fields. The Foundation's commitment to driving innovation and entrepreneurship provides a stimulating and supportive workplace culture. Additionally, you'll have access to state-of-the-art resources and a network of professionals dedicated to advancing knowledge and technology. Working for the Purdue Research Foundation means being part of a team that's actively driving progress and making a lasting impact on the world. Are you ready to change the world with us? This is a full-time, summer internship lasting from June 7, 2027 - August 13, 2027. This position is located in Fishers, Indiana. Responsibilities Support all investment activities including asset allocation and strategy research; investment sourcing, underwriting and execution; portfolio monitoring and analysis; and reporting to internal and external stakeholders. Monitor investment managers / investments performance and ensure that allocations taken, and current exposures are in accordance with established investment policy guidelines. Participate in sourcing and on-going due diligence efforts. Additional Responsibilities Assist with the completion of strategic projects as assigned by the Office of Investments staff. Update and distribute performance and economic models maintained by the Office of Investments. Other duties as assigned. Required Skills, Knowledge and Expertise Knowledge of investment concepts, terminology, styles, models, strategies, and fundamental investment factors. Knowledge of statistical concepts, methods, and models, and their application to investments. Considerable skill in using a computer in a Windows environment with word processing, spreadsheet, presentation, database, and other business software to prepare correspondence, spreadsheets, charts, and reports. Required Education & Experience HS Diploma/GED required. Progress towards a Bachelor's degree required from an accredited four-year college or university with major coursework in accounting, finance, law, economics, mathematics, computer science, data science, or a related degree.
