Investments Intern - Equities

Posted 5 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
33-33 Hourly
Internship
Fintech • Payments • Financial Services
The Role
Support portfolio managers and research analysts managing small- and mid-cap equity portfolios. Conduct qualitative and quantitative research, develop investment theses and stock pitches, update financial models, prepare investment reports, and analyze companies and industries. Participate in rotational investment projects and present a final stock pitch with coaching from experienced investment professionals.
Summary Generated by Built In

About Our Company

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

Job Description

Please note that applications will be assessed on a rolling basis. Due to anticipated interest, the role may close earlier than the stated deadline. We recommend submitting your application promptly. The advertised closing date is October 3, 2026.

At Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource, we're committed to helping early-career talent grow through meaningful work and practical learning. Whether you're joining us as an Intern or Leadership Development Program participant, you'll work alongside experienced colleagues, contribute fresh perspectives, and gain exposure to the people, projects, and experiences that drive our business forward.

Guided by our values of excellence in all we do and respect for individuals and our communities, participants will have opportunities to connect with Executive Leadership through our ELT Speaker Series, gaining insights from senior leaders across the business, while also making a positive impact through our annual volunteering day.  

 

This is an exciting opportunity to develop your skills, expand your network, and explore what's possible across a global financial services organization. 

About the Role 

The Columbia Threadneedle Investments Internship program is designed to provide you with first-hand investment management experience. You will support portfolio management and investment research, contributing directly to the investment process. You will work with an experienced team of portfolio managers and/or analysts who will provide mentorship and opportunities for shadowing. 
 

Key responsibilities

  • Work as part of a collaborative team of experienced portfolio managers and research analysts to support the management of an equity portfolio focused on small‑ and mid‑cap companies. 

  • Participate in 2–3 week rotational projects, gaining exposure to different aspects of the investment process. 

  • Contribute to the development of investment theses and stock pitches through qualitative and quantitative research. 

  • Assist in preparing investment reports, updating financial models, and conducting ongoing company and industry analysis. 

  • Present a final stock pitch to the firm at the end of the summer, with coaching and guidance provided throughout the internship. 

 

Required Qualifications

  • Pursuing a bachelor’s degree 

  • Graduation date of December 2027 or May/June 2028 

  • Passionate about the investment management industry and dedication to being a part of a successful team. 

 

 

Preferred Qualifications

  • Positive “can do” attitude 

  • High degree of self-motivation with strong integrity and ethics 

  • Attention to detail and propensity to check work 

  • Excellent communication, interpersonal, and presentation skills 

  • Ability to multi-task, problem solve independently and think creatively 

  • Proven organization skills and ability to manage time effectively 

  • Ability to work and communicate collaboratively and constructively with others 

  • Proficient with Microsoft Office Suite 

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated hourly rate for this role is $32.75 per hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Human Capital

Line of Business  

AMINV US Asset Management

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

Columbia Threadneedle is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Skills Required

  • Pursuing a bachelor's degree
  • Expected graduation in December 2027 or May/June 2028
  • Passion for the investment management industry
  • Dedication to being part of a successful team
  • Positive can-do attitude
  • High degree of self-motivation, integrity, and ethics
  • Attention to detail and propensity to check work
  • Excellent communication, interpersonal, and presentation skills
  • Ability to multitask, solve problems independently, and think creatively
  • Proven organizational skills and ability to manage time effectively
  • Ability to work and communicate collaboratively and constructively with others
  • Proficiency with Microsoft Office Suite
  • Valid work authorization without current or future visa sponsorship requirement
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The Company
HQ: Seguin, TX
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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