Investment Summer Analyst Internship Program
The Wisconsin Foundation and Alumni Association (WFAA) is recruiting for the Summer Analyst Intern Program. This role is a full-time, eight-week training program working directly with the Chief Investment Officer (CIO) and investment staff. The experience offers a unique opportunity to learn about various asset classes and investment opportunities. The analyst will participate in investment manager meetings, assist in the underwriting of co-investment opportunities, and complete research on various economic, investment, and technology projects. The position requires initiative, attention to detail, excellent written and verbal communication skills. The Summer Analyst Intern Program serves as the primary source for the full-time Investment Analyst Program. This position will work on-site at 1 South Pinckney Street in Madison, WI.
Primary Responsibilities
Investment Manager Selection
- Provide qualitative and quantitative analysis as part of prospective manager due diligence and ongoing manager monitoring across public and private markets.
- Participate in meetings with prospective managers, external references, and business executives.
- Draft reports detailing investment recommendations and actions.
Co-Investment Analysis
- Provide quantitative analysis including financial modeling for proposed investments.
- Provide qualitative analysis across segment, geography, and competitors.
- Participate in meetings with prospective managers, external references, and business executives.
- Draft reports detailing investment recommendations and actions.
Research Projects
- Pursue thematic research within potential new asset classes and investment strategies.
- Assist in the preparation of investment committee materials.
- Contribute to potential areas of improvement across investment and risk processes.
Requirements and Qualifications
Qualifications:
- Currently enrolled in post-secondary degree program.
- Intellectually curiosity about investing, business models, and portfolio construction.
- Excellent written and verbal communication.
- Ability to work independently, meet deadlines, take initiative, and understand priorities.
- Sense of professional integrity and discretion in handling confidential information.
- Ability to interact with business executives and appropriately represent WFAA.
- Willing and able to travel domestically.
- Proficiency with Microsoft office products, specifically with Excel.
- Prior investing experience is not required.