Investment Analyst - Intern
Are you ready to dive into the world of alternative investments and make a real impact? Look no further! Diversify is offering an Investment Analyst Internship that will provide relevant and valuable experience when it comes to analyzing private market investment opportunities.
About Us:
Diversify stands at the forefront of redefining the wealth management industry. Born from the vision of seasoned advisors and industry trailblazers, we've crafted a unique ecosystem that merges institutional-grade resources with the personalized touch vital for true partnership. Our mission is not just to lead but to revolutionize - offering a blend of family-like culture, institutional robustness, and immersive experiences. This enables advisors and wealth management firms to stand out, maintain their entrepreneurial spirit, and most importantly, serve their clients with unparalleled dedication. Discover more about our journey and vision at https://diversify.com.
About the Position:
This Internship position is in-office based in our Sandy, Utah office.
The Investment Analyst Summer Internship plays a vital role within our Asset Management team, stationed at our headquarters in Sandy, Utah. This position monitors the performance of hundreds of operating investment programs, as well as assisting in the due diligence process for new investment opportunities. This role is designed for those who have a strong interest in alternative investments, possess technical aptitude for analysis and financial modeling as well as strong presentation skills.
Your Impact:
- Conduct in-depth research and analysis on alternative investment programs, including Real Estate, Private Equity, and Private Credit.
- Monitor the performance of over 300 alternative investment programs.
- Draft comprehensive investment reports and liaise with Diversify’s Investment Committee.
- Drive process improvements and optimize workflows for maximum efficiency.
Who You Are:
- Pursuing a Bachelor’s degree with a financial emphasis (e.g., Economics, Finance, Accounting, Financial Planning, Math, Business Management, or Statistics).
- A thirst for knowledge and a drive for excellence.
- Embody our values of integrity, innovation, and collaboration.
- Exceptional professional demeanor, communication skills, and a collaborative spirit.
Your Toolkit:
- Top-tier quantitative skills and an insatiable intellectual curiosity.
- Proficiency in Microsoft Office, with a strong preference for advanced Excel and data analytic capabilities.
- Detail-oriented with an ownership mentality towards the quality of your work.
- Self-starter with excellent organizational skills and the ability to multitask effectively.
Join Us Now!
If you're ready to fast-track your investment career, apply now.
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit history check, and pre-employment drug screen. Diversify is an Equal Opportunity Employer.
Top Skills
What We Do
Diversify, Inc., and the Diversify group of companies, provide investment, wealth management and insurance services to clients located throughout the western United States. Founded in 2004 by Daniel J. Luke and Ryan O. Smith, Diversify, Inc. offers a personal, independent and diversified approach to financial planning and investment strategy. Diversify, Inc. is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc., a SEC registered investment advisor. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Insurance offered through Diversify Insurance, Inc. Social Media Disclosures: http://www.dfpg.com/social-media/ Check the background of this firm on FINRA's BrokerCheck (http://brokercheck.finra.org/).
