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Institutional Client Group Summer Internship… at Neuberger · New York
InternshipOn-siteNew York, NY$62k–$62k/yr
Skills
financeeconomicsseries industry essentials examsales orientationanalytical skillsteam-playermotivated self-starter
Job Description
Summary: Neuberger is a private, independent, employee-owned investment manager seeking students who are passionate about asset management for an 8-week internship in their Institutional Client Group. Interns will gain exposure to client facing roles and participate in business development and consultant relationship management initiatives.
Responsibilities:
- Create internal meeting preparation materials for client advisors and investment teams
- Coordinate with Associates and Analysts to respond to ad-hoc client requests and work on strategic projects
- Help facilitate materials for both internal and client/prospect meetings
- Analyze and collect the latest industry/market information to help identify target prospects
- Contribute to Salesforce data accuracy by monitoring client & consultant websites, auditing distribution lists, etc
- Own and coordinate weekly deliverables to be distributed to the broader ICG
- Opportunity to engage with senior professionals and investment teams throughout the program, including the final project
- Attend firm panels focused on Neuberger’s lines of businesses and operations, including portfolio management, corporate divisions, research, alternatives and distribution
- Participate in various Learning and Engagement offerings including interviewing and presentation skills
- Corporate volunteer event with a select not-for-profit partner organization
- Research and assess the investment quality of a specific company in small groups
- Compile and analyze company/industry research and present a buy/sell/hold recommendation to a group of Neuberger’s senior portfolio managers
Required Qualifications:
- 2028 spring or 2027 Winter graduate with strong academic credentials (GPA 3.5+ preferably)
- Finance or Economic major, membership of campus investment or financial clubs (preferably)
- Series Industry Essentials exams, prior internships in Financial Services industry (preferably)
- Candidates should be energetic, curious, and motivated self-starter
- Strong sales orientation/aptitude and/or keen interest in the institutional business
- Effective communication exemplified through strong presentation and writing skills
- Team-player with a collaborative attitude
- Ability to work independently and manage/prioritize multiple projects
- Strong analytical and organizational skills, detail-oriented
Required Skills: Finance, Economics, Series Industry Essentials exam, Sales orientation, analytical skills, Team-player, Motivated self-starter
Internship Start Date: Start in 2027 Summer