Investments Intern

The Investments Intern will support FJ Management’s Finance & Investments team through hands-on experience in portfolio reporting, data analysis, and corporate valuation. This part-time, 3–6 month internship offers a unique opportunity for students pursuing investment-related degrees to gain exposure to a diversified portfolio spanning public and private markets—including private equity, venture capital, hedge funds, real assets, fixed income, and operating subsidiaries.

Working under the guidance of the VP of Finance and Investments, the intern will contribute to reporting enhancements, valuation process development, and preparation of materials for senior leadership and the Investment Committee, while gaining exposure to investment, treasury, and accounting functions. This role is ideal for individuals with strong analytical skills, attention to detail, and an interest in investment management and corporate finance.

Key Responsibilities

- Aids with improvements to portfolio reporting, dashboards, and data integrity across systems such as Addepar, eVestment, Arch, and Bloomberg.

- Supports quarterly valuation work for operating companies, including building spreadsheet templates, organizing valuation inputs, and preparing data for system uploads.

- Participates in investment research, benchmarking, and performance analysis across public and private market investments.

- Assists with the preparation of Investment Committee materials and presentations.

- Supports corporate finance initiatives, including capital structure analysis and basic M&A-related research.

- Provides general analytical, reporting, and operational support to the Finance & Investments team.

Qualifications

Education and Experience:

- Full-time college student who has completed their freshman year by the beginning of the internship.

- Currently enrolled at an accredited university seeking a degree related to the position.

- Must be authorized to work in the U.S.

Skills and Competencies:

- Ability to communicate effectively, both orally and in writing.

- Strong analytical and organizational skills with high attention to detail.

- Ability to manage multiple tasks and prioritize workload effectively.

- Proficiency in Microsoft Excel; familiarity with financial modeling concepts is a plus.

- Interest in investments, financial markets, and corporate finance.

- Ability to work cooperatively and professionally with team members.

Work Environment and Physical Demands

The physical demands and working conditions outlined below are representative of those an employee may encounter while performing the essential duties of this position. Reasonable accommodations may be provided to enable individuals with disabilities to perform these duties.

This role primarily involves working in a standard office environment. The employee will regularly:

- Sit for extended periods.

- Use hands and fingers to operate a computer keyboard, mouse, and other office tools.

- Reach with hands and arms in the context of computer use or file handling.

- Communicate verbally and aurally in meetings and phone conversations.

The employee may also:

- Frequently stand and walk throughout the office.

- Occasionally lift or move items weighing up to 50 pounds, such as office equipment, files, or supplies.

The typical noise level in the work environment is moderate—comparable to a standard business office with periodic conversations, phones ringing, and copier or printer use.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.