Financial Planning and Analysis

• Support investment team initiatives across multiple asset classes
• Assist in evaluating investment opportunities and conducting market research
• Collaborate with internal and external investment professionals to perform data analysis and develop financial models
• Contribute to portfolio management processes by gathering and analyzing data to support investment decisions
• Attend investment meetings, either in-person or virtually, and participate in discussions with top industry experts
• Assist in reporting and monitoring investment performance

Investment Intern

Youth Investment and Employment Manager

Financial Center Assistant Manager

Special Projects Coordinator – Federal Finance

Financial Advisor