Aquarian Investment Intern (Summer 2027)

About Aquarian

Aquarian Holdings ("Aquarian") is a diversified global holding company with a strategic portfolio of insurance and asset management solutions.

Aquarian Insurance Holdings acquires and operates insurance companies with a focus on life and annuity underwriting, deploying strategies to grow balance sheet profitability by writing new insurance/reinsurance, improving investment income, and optimizing operations. After launching in 2017, Aquarian finalized its first investment in 2018 in Investors Heritage, a regional life insurer domiciled in Kentucky that focuses on pre-need policies. Working closely with management, Aquarian helped the company grow with expanded product offerings and distribution channels, building on its 60-year track record of exceptional client service.

Aquarian continued to deepen its expertise and grow its existing offerings in insurance and reinsurance through its acquisitions of Hudson Life and Annuity Company in 2021 and Somerset Re in 2022.

Aquarian Investments complements the insurance operations , combining best practices from the world’s leading financial services firms with its own distinct strategy, approach, and organizational culture. Aquarian has continued to expand into alternative assets and private credit through the launches of Aquarian Liquid Credit, Aquarian Strategic Opportunities, Aquarian Private Credit, and Aquarian Real Estate Partners.

Aquarian has since grown its business to approximately $25.8 billion in AUM, with 40 investment professionals, multiple funds, and insurance and reinsurance companies, all committed to providing meaningful investment opportunities to millions of people.

In November 2025, Aquarian announced the signing of a definitive merger agreement under which an affiliate will acquire Brighthouse Financial in an all-cash transaction valued at approximately $4.1 billion. Brighthouse is one of the largest providers of annuities and life insurance in the U.S., with approximately $208 billion of AUM. Following the anticipated close of the transaction in 2026, Brighthouse Financial will operate as a standalone entity within the Aquarian portfolio.

Role Summary

Aquarian Investments is seeking a high‑performing Investment Intern to join our Investments Team in Summer 2027. Aquarian is a registered investment advisor focused on alternative and special‑situation strategies. The Investments Team evaluates a dynamic pipeline of opportunities and manages a diversified portfolio across credit, real estate, private ABS, and private equity.

As an intern, you become an integrated member of the team—working directly with investment professionals, gaining hands‑on exposure to live deals, and developing skills relevant to today’s rapidly evolving financial markets. The internship is based in our New York City office. Exceptional performance may lead to an offer to join our full‑time Analyst Program upon graduation.

Key Responsibilities:

• Conduct investment due diligence, including financial statement analysis, market research, and competitive benchmarking

• Build and enhance financial models to support underwriting, valuation, and scenario analysis

• Prepare materials for investment committee discussions, synthesizing insights into clear, data‑driven presentations

• Support portfolio monitoring through periodic reporting, performance tracking, and risk assessment

• Collaborate with cross‑functional teams in operations, finance, and legal to support transaction execution and ongoing asset management

Professional Development Opportunities:

• Strengthen Excel, PowerPoint, and data‑analysis skills, including exposure to modern analytics tools used across the industry

• Develop expertise in valuation, modeling, and capital‑structure analysis

• Gain exposure to multiple alternative asset classes and real‑time investment decision‑making

• Enhance research and critical‑thinking capabilities through industry, macroeconomic, and thematic analysis

• Build communication and presentation skills through written memos and team discussions

• Engage with external partners and industry professionals through networking and deal‑related interactions

Qualifications:

• Rising Junior with at least one year of completed undergraduate coursework

• Ability to work on‑site in New York City five days per week

• Legally authorized to work in the U.S. indefinitely

• Minimum cumulative GPA of 3.5

• Pursuing a degree in Finance, Economics, Business, Engineering, Computer Science, or related fields

• Demonstrated interest in investing through coursework, clubs, competitions, or personal projects

• Strong technical skills, including proficiency in Excel and PowerPoint; familiarity with Python or data tools is a plus

• Exceptional analytical, organizational, and communication abilities

• Proactive, detail‑oriented, and comfortable in a fast‑paced environment

• Self‑motivated team player capable of managing responsibilities with limited supervision

Aquarian is an equal opportunity employer. Aquarian is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience and unique perspectives. Aquarian does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity or expression or any other criteria prohibited under applicable federal, state or local law. Aquarian makes reasonable accommodations for applicants and employees with disabilities in accordance with applicable law.