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Investment Consulting Intern

Highland Consulting Associates
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The role:

The intern will have the opportunity to be involved in a variety of activities within Highland’s investment consulting practice and to build critical work experience in investment research, financial analysis and planning, client service, and business development.

You will:

  • Analyze investment strategies, structures and vehicles
  • Participate in meetings with investment managers and service providers
  • Conduct asset allocation and risk modeling studies
  • Create and deliver reports and presentations
  • Attend client meetings and investment/plan reviews
  • Assist with requests for proposals for client vendors, create client materials and complete performance calculations

We are seeking candidates that have:

  • Completed their junior year of a four-year degree in finance, accounting, economics, mathematics or a related field OR enrolled in a masters level program in any of the previously listed fields by the beginning of the internship
  • Proficiency with computers including MS Office (e.g. MS Excel, MS Word, MS Dynamics, and MS Power Point)
  • Exposure to financial software (e.g. Bloomberg, Morningstar Direct, Investment Metrics, etc.) and programming ability (e.g. in R, SQL, VBA, etc.) are preferred
  • The ability to perform work with a high degree of quality and timeliness
  • The ability to speak and write with clarity and knowledge in areas of responsibility

We offer:

  • Competitive compensation
  • Potential for hire in a full-time position after graduation
  • Stability— Highland has been in business for over 30 years and experienced significant growth with low employee and client turnover

About Us

Highland was founded in 1993 and provides fee-only consulting services to institutional investors and their fiduciaries. Highland serves a wide array of clients, including defined benefit and defined contribution plans, foundations, endowments, and other institutional investors. Clients also include high net worth individuals.

All qualified applicants will receive consideration for employment without regard to the individual's race, color, sex, national origin, religion, age, disability, genetic information, status as a military veteran or any other characteristic protected by applicable law.