Sophomore Asset Management Internship - What Should I Be Learning?

Hey everyone, I'm currently a sophomore who obtained an unpaid internship for a small local Asset Management firm. I'm working directly underneath an advisor/portfolio manager and he is teaching me a lot about asset allocation and the overall inner workings of the market. He is very knowledgeable and I believe will be a great mentor going forward. My goal is to obtain a summer analyst position at a top AM firm for the summer of my junior year (think Fidelity, BlackRock, Putnam) and my question is:

What exactly should I be learning in this internship that will put me in a good position to place well in interviews and top firms? I'm currently working on a couple projects that involves market research and diversifying portfolio's using an optimization software. Should I ask for more work centered towards modeling and excel? Or should I just continue learning as much as I can about asset management as a whole? What kind of work do most SA's do at the the top firms in AM?

Thanks!

 

Aliquid est et repellat consectetur sapiente. Voluptatibus libero qui quo aspernatur ut ullam. Earum officiis eum ea eos. Enim eius aut temporibus et vitae omnis. Quo ea delectus qui molestiae corporis dignissimos voluptatem. Ex animi ea aliquam ut est distinctio. Cumque sit est dolorem dolor quasi porro dolores cum.

Dolores nostrum nobis ratione iure facere in laborum. Ullam tenetur unde magni dolorem ea. Illum maxime fuga enim voluptate et odit.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
Betsy Massar's picture
Betsy Massar
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
kanon's picture
kanon
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
numi's picture
numi
98.8
10
Kenny_Powers_CFA's picture
Kenny_Powers_CFA
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”