Institutional Portfolio Analyst Internship (Summer 2026) - Cincinnati, OH,
2 days ago

Job summary
The Institutional Portfolio Analyst Intern will gain valuable experience working directly with Advisor teams as they develop their skills in organizing, synthesizing, and presenting data to facilitate the effective management of client portfolios and enhance the client experience.Responsibilities
- Record and reconcile client portfolio performance on a monthly and quarterly basis.
- Assist in the preparation of materials for client use – including, but not limited to, performance attribution analysis,
portfolio risk analysis,
Job description
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