Summer 2026 Portfolio Management Intern

About the Role

Key Responsibilities

• Assist with Data Projects: Support the team in collecting, organizing, and analyzing business data related to pricing, underwriting, distribution, and claims.
• Contribute to Insights & Recommendations: Help identify patterns and trends, and participate in discussions about how data informs product decisions.
• Collaborate with Cross-Functional Teams: Work alongside product & portfolio managers, analysts, and marketers to understand how different roles contribute to business outcomes.
• Create Visuals & Presentations: Help build simple dashboards or slide decks to communicate findings clearly and professionally.
• Explore AI Concepts: Learn how AI is used in insurance (e.g., predictive modeling, automation) and assist with basic research or analysis involving AI tools.
• Participate in Learning Opportunities: Attend team meetings, training sessions, and intern events to build industry knowledge and professional confidence.

Requirements

• Pursuit of a Bachelor's degree in Business Analytics, Economics, Finance, Risk Management & Insurance, Statistics or Applied Mathematics, Actuarial Science, Management Information Systems (MIS), Marketing (with Analytics or Strategy focus), Computer Science, or a related field.
• Completion of sophomore or junior year is preferred.
• Strong written and verbal communication skills.
• Ability to work well in teams and contribute to group efforts.
• Time management and organizational skills.
• Curiosity and willingness to learn.
• Professional demeanor and accountability.
• Basic proficiency in Excel and PowerPoint.
• Familiarity with data tools (e.g., Tableau, SQL, Python, R) is a plus.
• Interest in AI and its business applications.

Nice to Have

• Familiarity with data tools (e.g., Tableau, SQL, Python, R).
• Interest in AI and its business applications.

Qualifications

• Pursuit of a Bachelor's degree in a related field.
• Completion of sophomore or junior year preferred.

Benefits & Perks

• Professional development sessions and networking events.
• Collaborations with company leaders.
• Exposure to industry knowledge and professional confidence building.