Jobs at Prime Buchholz LLC

Calculates and reconciles investment performance for client accounts, including valuations, transactions, fees, cash flows, and returns across marketable and nonmarketable investments. The role selects benchmarks, uses custodian data and proprietary systems, prepares portfolio characteristics, analyzes client reports, resolves action items, and delivers monthly executive summaries and quarterly client reports.

Summer IT internship involving departmental project support, research, data compilation, report and presentation preparation, meeting participation, administrative tasks, and collaboration on a firm-wide group project. Interns will work in a professional office environment for 40 hours weekly from June 7 through August 13, 2027.