Student Intern

JOB OVERVIEW: 

The Investment Management Intern will support the Investments team with market research, financial analysis, and due diligence activities related to real estate and other investment opportunities. This internship provides hands‑on exposure to the investment process, portfolio analysis, and preparation of internal investment materials. The role is designed to offer meaningful professional learning while contributing to active investment initiatives. 

ESSENTIAL JOB FUNCTIONS:

Investment & Market Analysis

• Assist with market research on potential investment opportunities, including economic trends, comparable properties, and market fundamentals
• Support financial analysis and basic cash flow modeling under supervision
• Help prepare investment summaries and draft materials for internal review

• Assist with market research to support strategy development
• Use the CRM system to research prospective investors and relevant market topics

Due Diligence & Deal Support

• Assist with due diligence activities for prospective acquisitions, including review of leases, operating statements, and third‑party reports
• Organize diligence materials and maintain internal trackers and databases

• Help organize and maintain the diligence data site (data room), including document indexing, version control, and file organization

• Coordinate with internal teams to gather information required for investment evaluation

• Conduct research on potential capital sources, including institutional investors, consultants, and strategic partners
• Support due diligence on prospective limited partners (LPs), including background research and compilation of diligence materials

Portfolio & Asset Support

• Support analysis of existing portfolio performance, including data collection and variance analysis
• Assist with updating internal reports and dashboards related to asset performance
• Conduct ad‑hoc research to support asset management and investment decisions

Reporting & Presentations

• Prepare Excel and PowerPoint materials for investment committee meetings and internal presentations
• Assist with data validation and quality control of financial and reporting materials

General Team Support

• Maintain accurate investment files and documentation

• Organize and maintain contact lists and CRM records, including data entry, tagging, and basic list hygiene

• Assist with scheduling meetings and coordinating site visits, as needed
• Participate in team meetings and gain exposure to the full investment lifecycle and fund raising process

QUALIFICATIONS:

• Currently enrolled in or recently graduated from a bachelor’s or master’s program in Finance, Real Estate, Economics, Business, or a related field
• Strong analytical and research skills, comfortable using AI
• Proficiency in Microsoft Excel; familiarity with PowerPoint
• High level of attention to detail and organizational skills
• Professional written and verbal communication skills
• Interest in investments, real estate, or asset management

EDUCATION/CERTIFICATIONS: 
College student

PHYSICAL REQUIREMENTS: 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
 
While performing the duties of this job, the employee is regularly required to walk, talk, see, and hear. Sits for extended periods of time at a computer station or work desk; stands and walks regularly throughout the day; uses hands and fingers to operate computers and office equipment for up to 8 hours each day; occasionally light lifting (up to 20 lbs.); exposed to typical office environment conditions. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perceptions and the ability to adjust focus.

MENTAL EFFORT: 

Ability to work independently, prioritize duties to ensure timely completion of job duties. Requires active listening, critical thinking making decisions and time management and training skills, as well as administration and management skills. Ability to interact in a courteous and professional manner at all times.

WORKING CONDITIONS: 

Indoors environmentally controlled; contact with others; face to face discussions. 

HEALTH AND SAFETY RESPONSIBILITIES:

• Take reasonable and necessary precautions to ensure personal and others health and safety.
• Report to management or follow procedure as established in Safety Program any and all conditions that may be affecting the safety and health of the workplace.
• Report to management all occurrences that cause injury or damage to any person or property.
• Comply with the Company Safety Program, Policies and Procedures.

REPORTING STAFF:

No

NORMAL WORKING HOURS:

Monday to Friday – Business hours. Schedule may vary based on business demands.

Note: 

A review of this description has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and requirements are essential job functions. This job description in no way states or implies that these are the only duties to be performed by the employee occupying the position. Employees will be required to perform any other job-related duties assigned by their supervisor. This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.