Portfolio Group Internship - SF (Summer 2026)

The Portfolio Group at Albourne plays a crucial role in delivering investment advice and maintaining daily interactions with our clients. We are seeking a Portfolio intern this summer for a 8 to 12 weeks period to support client-linked analytical and operational projects, with an emphasis on identifying, building, and improving repeatable workflows, and evaluating and responsibly using AI tools (such as Copilot) to enhance how we deliver work.
Throughout the internship, there may be opportunities to engage in additional tasks and gain diverse experiences across the firm (e.g., with our Client Group or Risk Advisory), but the core work will remain client-linked and outcome-oriented.

Key Responsibilities:

•    The intern will work with the San Francisco Portfolio Group team to address team projects. These projects have historically included assisting client teams in calls, preparation of client presentation materials, the construction of tools, gathering performance information, and assisting in the evaluation of AI-focused tools, among many others. 
•    In addition, this internship is likely to include a specific focus on supporting Albourne’s automation goals. Depending on business needs and the intern’s strengths, responsibilities may include:

•    Working with the AI support team to establish process.
•    Supporting the evaluation, testing, and benchmarking of AI-enabled tools used by the team (e.g., identifying high-value use cases, documenting limitations, and proposing safe/controlled ways to deploy).
•    Producing clear documentation and handover notes so that tools/workflows can be reused after the internship ends.
 

Examples of projects (illustrative):

•    Automate parts of the client reporting or presentation-support workflow (e.g., transforming raw inputs into standardized tables/charts/summary outputs using existing infrastructure).
•    Develop and test a Copilot/agent workflow for a repeatable internal process (with clear instructions, sample prompts, and documented guardrails).
•    Create lightweight QA checks (e.g., reconciliations, reasonableness flags) to reduce manual rework and improve consistency of outputs.

Key Requirements:

Required / core attributes:
•    Candidate is pursuing a university bachelor’s or associate degree.
•    Professional demeanor and strong interpersonal skills.
•    Strong attention to detail.
•    Business writing skills.
•    Proficiency in Microsoft Office applications.

Automation / programming and AI:
•    Interest and capability in building repeatable workflows that reduce manual effort and improve consistency/quality.
•    Interest in leveraging LLMs in a project-focused capacity and/or creation of AI Agents via Copilot, dynamic dashboard with Power BI, and other tools is a positive.

Benefits & Perks:
•    Wellness - onsite fitness & mental health activities
•    Hybrid work schedule
•    Volunteer opportunities

Job Pay: $25/hour

Job Type: Full-time, 40 hours a week

Duration: 8 to 12 weeks 

Location: San Francisco, CA/Hybrid

Work authorization: Must be eligible to work in the United States

Albourne America LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, physical or mental disability, age, medical condition, veteran or marital status, or any other characteristic protected by federal, state or local laws.  Albourne America LLC will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco’s Fair Chance Ordinance.