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Research Analyst Intern Newport Beach

Future Opening: Research Analyst Intern

Temporary • Newport Beach
Benefits:
  • Free food & snacks
  • Training & development
 Location 

Note that this position is located at our Newport Beach, California office. We have a hybrid schedule where all staff are expected work in the office on Tuesdays, Wednesdays, and Thursdays, and have the option to work remote or in the office on Mondays & Fridays. 

About Canterbury Consulting 

Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to community foundations, educational endowments, religious organizations, arts and cultural foundations, health care organizations, and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury is the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Named one of the Best Places to Work by two publications for five consecutive years: the Orange County Business Journal and Pensions and Investments Magazine 2020-2024. 

Canterbury Consulting is deeply committed to cultivating a dynamic, collaborative environment. We are approximately 70 like-minded professionals passionate about helping our clients work towards their missions - from endowments and foundations to healthcare organizations and families. We believe each individual’s unique skills and experiences contribute to greater experiences for all. Through a culture of respect, accountability, and teamwork, we empower our people to have a real impact on their clients and the community. 

Research Internship Program at Canterbury Consulting 

The Research Internship Program at Canterbury is a challenging and rewarding opportunity for the individual looking to gain experience with institutional investing. At Canterbury, the Research Intern will join in the investment success of foundations, endowments, and families by participating in manager research and diligences, asset allocation, manager selection, and investment analytics. 

This 6-month program is centered around the Research team, working alongside associates, vice presidents, and the director of research on the production of client and internal deliverables such as manager diligence notes, asset class research, investment manager searches, and portfolio construction. In the Research Intern role Interns will work alongside our energetic and intellectually curious research professionals and participate in the research and due diligence of investment strategies that are a key component of our clients’ success. 

By the end of the program, the Research Intern will understand: 

  • the different asset classes we recommend to our clients (both public and private), as well as the investment strategies and vehicles used in portfolios (e.g. hedge funds, private equity funds, and mutual funds); 
  • the key criteria to evaluate a manager and strategy; 
  • Canterbury’s manager approval process and be familiar with approved managers – their strategies and benchmarks; and 
  • the basic functions of the applications used to execute on manager research and diligence, including, Bloomberg Terminal, Morningstar Direct, and Pitchbook. 
Compensation: $20.00 per hour

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.





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U.S. Equal Opportunity Employment Information (Completion is voluntary)

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.