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Advisor Analyst Summer Intern

Oct 6, 2021

Redwood Investment Management was founded in 2010 with a quantitative research foundation and a mission to challenge common industry inertia. The founder, Michael Messinger, developed our flagship strategy Defensive Credit and has since grown Redwood into a $2 billion investment management firm that partners and provides financial advisors with full asset-allocations with an emphasis on risk management. With our RiskFirst® process, we help financial advisors think differently to drive better investor solutions. Redwood’s Advisor Analysts deliver this differentiated solution to financial advisors within a predetermined target market. Redwood is seeking intelligent, articulate candidates with a strong work ethic to join our Analyst Intern Program. 

 

Term:

June 1, 2020 – July 15, 2020

 

Responsibilities

  • Research on financial services industry, including advisors, turnkey asset management programs, custodians, and broker dealers.
  • Data integrity projects utilizing Salesforce.
  • Conduct analysis of asset management landscape, including outsourced chief investment officer services and model portfolio providers.
  • Other responsibilities to support advisor analysts’ day to day activities.

Desired Skills and Experience

  • Candidate should be intensely client focused, self-driven and have a strong work ethic.
  • Strong communication skills.
  • Detail oriented, meets deadlines and executes responsibilities with minimal errors.
  • Team player who treats others with respect and consideration and handles constructive criticism positively.
  • Fluency in Microsoft Office.

Education and Experience

  • Strong academic standing.
  • References available. 

Learning Outcomes

  • Investment Management Analysis.
  • Portfolio Construction.
  • Distribution Strategies.

Hours

  • 8:00 - 5:00 M-F

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