Diversify Advisor Network→
Investment Analyst Intern at Diversify Advisor Network in Sandy, UT
InternshipOn-siteFull-timeSandy, UT
Skills
financial modelingalternative investmentsdata analysismicrosoft excelquantitative skills
Job Description
Summary: Diversify Advisor Network is redefining the wealth management industry and is offering an Investment Analyst Internship that provides valuable experience in analyzing private market investment opportunities. The role involves conducting research and analysis on alternative investments, monitoring performance, and assisting in the due diligence process for new opportunities.
Responsibilities:
- Conduct in-depth research and analysis on alternative investment programs, including Real Estate, Private Equity, and Private Credit
- Monitor the performance of over 300 alternative investment programs
- Draft comprehensive investment reports and liaise with Diversify’s Investment Committee
- Drive process improvements and optimize workflows for maximum efficiency
Required Qualifications:
- Pursuing a Bachelor's degree with a financial emphasis (e.g., Economics, Finance, Accounting, Financial Planning, Math, Business Management, or Statistics)
- A thirst for knowledge and a drive for excellence
- Exceptional professional demeanor, communication skills, and a collaborative spirit
- Top-tier quantitative skills and an insatiable intellectual curiosity
- Proficiency in Microsoft Office, with a strong preference for advanced Excel and data analytic capabilities
- Detail-oriented with an ownership mentality towards the quality of your work
- Self-starter with excellent organizational skills and the ability to multitask effectively
Required Skills: Financial modeling, Alternative investments, Data analysis
Important Skills: Microsoft Excel, Quantitative skills