Summer Analyst, Investment Operations/ Reporting
Summer Analyst, Investment Operations/ Reporting
COMPANY OVERVIEW
Founded in 1984, The Coury Firm is a privately held multi-family office, asset manager, and strategic business advisory platform. The Firm represents a community of prominent and influential leaders that includes a global network of exclusive families, entrepreneurs, companies, and institutions.
REPORTS TO
This role will report to the Manager of Investment Reporting, or their designee.
LOCATION
260 Forbes Avenue, Pittsburgh PA, 15222
INTERNSHIP PROGRAM OBJECTIVE
The goal of the Summer Analyst, Investment Operations/ Reporting position at The Coury Firm is to provide an opportunity for real world application of Investment Operation concepts and reporting strategies learned in the academic environment. This internship program seeks to equip interns with the knowledge and experience they need to be successful. Classroom instruction combined with shadowing mentors allows interns to make the connection between theory and practice.
The Coury Firm honors the internship experience as an opportunity to provide mentorship. Our leadership is highly invested in the program, and interns get the chance for one-on-one interaction with our CEO, Investment Operations Manager(s), and other Wealth Advisory teams.
JOB DESCRIPTION
The Summer Analyst, Investment Operations/Reporting will play a vital role in the timely and accurate delivery of investment reporting, manage multiple priorities with precision, and partner closely with colleagues across departments. This position offers the opportunity to contribute to a broad range of wealth management services, including investment strategy, tax planning, financial planning, risk management, and estate planning.
Throughout the duration of the summer, your role will serve to help deliver exceptional service and personalized financial solutions to our clients.
Primary responsibilities of the Summer Analyst, Investment Operations/ Reporting will include:
- Assist with data cleansing and basic maintenance of account and security setup in the reporting system to help ensure accurate reporting.
- Provide support in maintaining reporting structures such as accounts, household groups, templates, and dashboards.
- Help review and track data exceptions in the reporting system, escalating issues to the team as needed.
- Assist in reconciling client accounts, including gathering information on alternative investment reporting and non-brokerage transactions.
- Support the team with manual performance snapshots and data entry for customized reporting projects.
- Shadow and assist the Managing Director of Investment Operations on projects involving data integration across custodians, CRM systems, DMS platforms, and third-party tools.
- Gain exposure to reporting-related inquiries by supporting the Manager of Investment Reporting and learning how escalated issues are resolved.
- Collaborate with team members on special projects and initiatives, contributing a positive and flexible attitude.
- Participate in fostering a collaborative, client-focused team environment.
QUALIFICATIONS
To qualify for application/consideration, candidates must be:
- 2nd or 3rd year undergraduate candidate in a finance or business track program or current graduate student pursuing an MBA
- Open to all academic degrees; preferred background in Finance, Business, Economics, Accounting, Operations/ Operations Management or related fields
- Good academic standing with a minimum GPA of 3.3
- Proficient in MS Office Suite (Outlook, Excel, Word and PowerPoint
- Ability to work in a fast-paced, team-based environment with minimal supervision
- Strong communication skills
- Excellent work ethic, desire for continual improvement, and strong intellectual curiosity