Investment Analyst Internship
Temporary • Newport Beach
Location
Note that this position is located at our Newport Beach, California office. We have a hybrid schedule where all staff are expected to be in the office on Tuesdays, Wednesdays, and Thursdays, and have the option to work from home or in-office Mondays & Fridays.
Note that this position is located at our Newport Beach, California office. We have a hybrid schedule where all staff are expected to be in the office on Tuesdays, Wednesdays, and Thursdays, and have the option to work from home or in-office Mondays & Fridays.
About Canterbury Consulting
Canterbury Consulting, Inc. ("Canterbury") is a 65+ person professional services firm that provides investment advice to a broad set of clients with net assets ranging from $10M to $2B. Clients are both tax-exempt public and private foundations, endowments and pension plans, taxable corporate plans, and high/ultra-high net worth individuals and families. Our clients invest in both traditional and non-traditional assets such as public equities, bonds, private capital, hedge funds, and real assets (commodities, real estate, etc.). Canterbury customizes each client's portfolio based on their needs, wants, risk preferences and liquidity requirements.
Canterbury Consulting was named one of the Best Places to Work by the Orange County Business Journal for the last 4 years, and Best Places to Work in Money Management by Pensions & Investments for the last 3 years.
Investment Analytics Internship program at Canterbury Consulting
The Investment Analyst Internship Program at Canterbury Consulting is a challenging and rewarding opportunity for the individual looking to gain experience with institutional investing and wealth management. At Canterbury Consulting, the Investment Analyst Intern will join in the investment success of foundations, endowments, and families by participating in asset allocation, manager selection, investment analytics, performance reporting, and investment execution.
This 6-month program is centered around the Investment Analytics team, working alongside analysts as they collaborate with senior investment consultants on the production of client deliverables such as performance reports, asset allocation studies, investment manager searches, and portfolio analyses. In addition, the Investment Analyst Intern will spend time with the Manager Research department and participate in the research and due diligence of the investment strategies that are a key component of our client’s success. Finally, the Investment Analyst Intern will participate in the implementation process for portfolios with our Operations team while working with custodians and managers on behalf of our clients.
By the end of the program, the Investment Analyst Intern will understand:
— different asset classes we recommend to our clients, as well as the investment strategies and vehicles used in portfolios
— Canterbury’s manager approval process and be familiar with approved managers – their strategies and benchmarks
— general money movement/rebalance process and gain exposure to tasks required to implement investment strategies
— basic functions of the applications used to serve our clients, including PARis, Morningstar Direct, and Bloomberg
— various analytics used in our performance reports and be able to explain the calculations and identify unexpected results
— different asset classes we recommend to our clients, as well as the investment strategies and vehicles used in portfolios
— Canterbury’s manager approval process and be familiar with approved managers – their strategies and benchmarks
— general money movement/rebalance process and gain exposure to tasks required to implement investment strategies
— basic functions of the applications used to serve our clients, including PARis, Morningstar Direct, and Bloomberg
— various analytics used in our performance reports and be able to explain the calculations and identify unexpected results
This is a paid internship opportunity consisting of a 6-month program at Canterbury Consulting’s Newport Beach office, with flexible hours designed around the participant’s scheduling requirements. In order to get the most out of the program, a successful Investment Analyst Intern will have the following characteristics:
— Intellectual curiosity and a strong interest in the financial markets
— Ability to learn quickly and apply new knowledge efficiently and appropriately
— A high level of attention to detail and quality
— Strong analytical ability
— Completed or on-track to complete a four-year degree in Finance or closely related field
— Intellectual curiosity and a strong interest in the financial markets
— Ability to learn quickly and apply new knowledge efficiently and appropriately
— A high level of attention to detail and quality
— Strong analytical ability
— Completed or on-track to complete a four-year degree in Finance or closely related field
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.
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA with 65+ employees. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as 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 as one of the Best Places to Work by the Orange County Business Journal in 2023, 2022, 2021, 2020, and 2015. Canterbury Consulting was also recognized in the nationwide survey by Pensions and Investments magazine as one of the Best Places to Work in Money Management in 2023, 2022, 2021 and 2020.
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