Intern, Investment Management

Job Description

Paid Internship Opportunity for *Rising Seniors Summer 2025 Internship: June 2 – August 8, 2025

Undergraduate students receiving their degree in Summer 2025

Strategic Investment Group (Strategic) a pioneer in dedicated Outsourced Chief Investment Officer (OCIO) solutions since 1987, offers a comprehensive service platform for managing customized portfolios for a select group of clients. Our proprietary process combines active portfolio management, rigorous risk management, and open architecture manager selection. Strategic functions as our clients’ investment partner and co-fiduciary, effectively becoming an extension of their resources. Clients are then free to focus on their core businesses, while we focus on providing the highly specialized portfolio management that clients need to meet their investment goals.

We strive to build enduring partnerships with our clients by strengthening their investment programs through a dynamic, value-enhancing investment process, sound governance framework, and world class client service. Our mission is to empower investors through experience, innovation, and excellence. Visit our website at www.strategicgroup.com for more information.

What will I Learn?

As an Intern at Strategic, you will gain hands-on experience, learn from experts, and collaborate with teams that are focused on supporting our clients’ missions with investment excellence. All Interns are expected to contribute to all aspects of the business and will be given the opportunity to attend meetings and assist with research, analysis, due diligence and other tasks and responsibilities to develop their skillsets.

Our 10-week Summer Internship Program begins with an in-depth training program. Over the first five weeks, you will participate in an asset class rotation program and learn about investment and client portfolio management. Interns will work on a meaningful research project in the second half of the internship. Over the course of the program Interns will have the following opportunities and responsibilities:

• Work directly with a mentor to assist the investment team with projects related to client portfolios and underling investments across various asset classes (e.g., public equity, fixed income, hedge funds, private equity, real assets and Other).
• Complete a research project in an assigned investment management subject and present findings to the firm.
• Monitor client investment Portfolios, which entails reviewing portfolio performance, attribution, and positioning, preparing client presentations, assisting with investment and portfolio analysis.
• Learn and perform performance attribution, investment analysis and other quantitative assessments of portfolio performance.
• Conduct other projects related to broad array of institutional investment areas.
• Gain the skills and knowledge to become a professional in the investment management industry.
• Build a lasting professional network through social events and engaging activities.
  
  

What are we looking for?

• Rising Seniors with an expected Bachelor’s degree in Finance, Economics, Engineering, Mathematics or Accounting.
• Strong academic credentials and understanding of relevant financial, mathematical, and accounting techniques.
• A minimum 3.25 GPA (preferred).
  
  

Which skills do you need?

• Basic understanding of financial markets and strong interest in investments.
• Strong problem-solving and analytical skills.
• High degree of attention to detail and time-management skills.
• Exceptional communication, interpersonal and relationship-building skills.
• Ability to work independently and as part of a team.
• Effective oral and written communication skills.
• Proven proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).
• High integrity and ethical values.
  
  

It would be a plus if you also possess:

• Experience or familiarity with VBA, SQL, and R.
• Experience working with large data sets.
• Interest pursuing CFA designation.
  
  

What we offer:

• Competitive pay.
• Housing and transportation stipends.
• State of the art office space located right across the river from Washington DC and easily accessible by public transportation (Metro and Bus).
• Social events plus community volunteer opportunities.
• A collaborative, inclusive culture that is committed to attracting, retaining, engaging, and developing a diverse workforce.
  
  

Employee must be able to perform the essential functions of the job satisfactorily and, if requested, reasonable accommodations may be made to enable employees with disabilities to perform the essentials functions of the job, absent undue hardship.

Strategic is committed to a policy of equal employment opportunity. We will not discriminate against staff members or applicants for employment on any legally-recognized basis including, but not limited to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, physical or mental disability, age or veteran status.