Financial Analyst Intern – Sunroad Asset Management, Inc.

Non‑Exempt

Job Summary

The Financial Analyst Intern will support the asset management team by assisting with financial analysis, research, reporting, and portfolio monitoring. This internship provides hands‑on experience in investment analysis and exposure to real‑world asset management processes. The intern will work closely with senior analysts and portfolio managers to develop analytical skills and gain insight into investment strategies and market dynamics.

Essential Functions

• Assist in analyzing financial data, trends, and key metrics to evaluate portfolio performance.
• Help prepare financial reports and presentations for internal teams and senior managers.
• Support valuation analysis across various asset classes (equities, fixed income, alternatives, etc.).
• Conduct preliminary research on markets, companies, and investment opportunities.
• Assist in monitoring market trends, economic indicators, and investment vehicles.
• Help track portfolio performance, risk metrics, and key performance indicators (KPIs).
• Contribute to the preparation of quarterly and annual client materials.
• Maintain accurate records of investment data, performance results, and market research.
• Utilize financial tools and software (e.g., Excel, Bloomberg, FactSet—if available) to gather and analyze data.
• Collaborate with team members on special projects and ad‑hoc analysis.
• Support compliance and operations teams with documentation and reporting requirements.
• Participate in team meetings and observe client‑facing discussions when appropriate.
• Perform other related duties as assigned.

Supervisory Responsibilities

• None.

Qualifications

Minimum Qualifications

• Currently pursuing a Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
• Strong interest in financial markets, investments, and asset management.
• Basic understanding of financial statements, valuation concepts, and investment principles.
• Proficiency in Microsoft Excel.
• Strong analytical and quantitative skills.
• Ability to perform essential functions of the role.
• Ability to lift up to 15 pounds as needed.

Preferred Qualifications

• Coursework or prior internship experience in finance, accounting, or economics.
• Familiarity with financial tools or platforms (Bloomberg, FactSet, Morningstar, etc.).
• Strong attention to detail and ability to manage multiple tasks.
• Effective communication and presentation skills.
• Ability to work independently and collaboratively.
• Experience with Excel modeling, VBA, or Python is a plus.
• Interest in portfolio management systems (e.g., Aladdin, SimCorp).

Physical Demands

• Frequently stands, walks, sits; uses hands; reaches with hands and arms; talks and hears.
• Occasionally climbs, balances, stoops, kneels, crouches, squats, or crawls; occasionally lifts up to 15 pounds.
• Prolonged periods sitting at a desk and working on a computer.

Work Environment / Noise

• Office setting within the asset management department.
• Climate‑controlled environment.
• Noise level is quiet to moderate.

Employee Benefits Include:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employer Paid Life Insurance
• Employer Paid AD&D
• 401k (with Employer match)
• Vacation Package
• Tenure recognition and awards
• Vehicle Purchase Discount Program
• Vehicle Service Discount Program
• Golf Benefits at Maderas Golf Club (subject to qualification)

If you receive an offer of employment, it will be a conditional offer contingent on the successful completion of a pre-employment drug screen and background check.

Sunroad is committed to providing reasonable accommodations to qualified individuals with disabilities to ensure equal employment opportunities and access to all programs, services, and activities. If you require accommodations to participate in the application process or to perform the essential functions of the job, please contact the HR Department to discuss your needs confidentially. We will work with you to identify appropriate accommodations based on your specific circumstances and in compliance with applicable laws.

We are an Equal Opportunity Employer (M/F/D/V) and maintain a drug-free workplace. If you receive an offer of employment, it will be a conditional offer contingent on the successful completion of a pre-employment drug screen and background check.

Sunroad is an Equal Employment opportunity and Affirmative Action Employer. We are committed to providing equal opportunity in all of our employment practices, including selection, race (including traits historically associated with race such as hair texture and protective hairstyles such as braids, locks, and twists); religion; religious creed; religious dress/grooming; color; age (40 and over); sex; sexual orientation; gender; gender identity (meaning a person’s identification as male, female, a gender different from the person’s sex at birth, or transgender); gender expression (including a person’s gender-related appearance or behavior, whether or not stereotypically associated with the person’s sex at birth); national origin; ancestry; citizenship status; uniform service member status; military or veteran status; marital status; pregnancy; childbirth; medical conditions related to pregnancy, childbirth, or breast feeding; medical condition (including cancer related or HIV/AIDS related); handicap; physical disability; mental disability; genetic characteristics; genetic information; or any other protected status in accordance with the requirements of all federal, state and local laws. Our Equal Employment Opportunity Policy applies equally to interns and volunteers.