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Investment Analysis Intern Jobs (NOW HIRING)

Milliman

Analytics Intern

Wakefield, MA · On-site

Milliman invests in skills training and career development and gives all employees access to a ... Experience with data visualization, metadata analysis, or healthcare datasets. * Familiarity with ...

ZURU

Data Analyst Intern

Los Angeles, CA · On-site

$20 - $25/hr

Perform preliminary data analysis to identify trends, patterns, and anomalies within large datasets ... ZURU encourages all our team members to invest in their wellbeing by providing an array of benefits ...

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Investment Analysis Intern information

What is the difference between Investment Analysis Intern vs Financial Analyst Intern?

AspectInvestment Analysis InternFinancial Analyst Intern
Required CredentialsTypically pursuing finance, economics, or related degree; some certifications like CFA are a plusSimilar educational background; certifications like CFA may be advantageous
Work EnvironmentFinancial firms, investment banks, asset management companiesCorporations, banks, consulting firms
Employer & Industry UsageUsed in investment-focused roles, analyzing securities and marketsUsed in broader finance roles, analyzing company financials and budgets

Investment Analysis Interns focus on evaluating securities and market trends to support investment decisions, while Financial Analyst Interns analyze company financials for broader financial planning and reporting. Both roles require similar educational backgrounds and are common in finance-related industries, but they differ in specific focus and work environment.

What are the key skills and qualifications needed to thrive as an Investment Analysis Intern, and why are they important?

To thrive as an Investment Analysis Intern, you need strong analytical abilities, proficiency in financial modeling, and a solid foundation in finance or economics, typically supported by relevant coursework or a related degree. Familiarity with Excel, Bloomberg Terminal, and financial databases, as well as basic knowledge of tools like Python or R, is often required. Attention to detail, effective communication, and a proactive attitude are standout soft skills in this role. These skills and qualities are essential for producing accurate analyses, contributing valuable insights, and collaborating effectively within an investment team.

What does an Investment Analysis Intern do?

An Investment Analysis Intern supports investment teams by researching financial data, analyzing market trends, and assisting in evaluating potential investment opportunities. They often help prepare reports, build financial models, and attend meetings to gain exposure to investment strategies. This role provides hands-on experience in financial analysis and helps interns develop key skills needed for a career in finance or investment management.

What types of projects and tasks can an Investment Analysis Intern expect to work on during their internship?

As an Investment Analysis Intern, you'll typically assist with tasks such as conducting financial research, analyzing market trends, building financial models, and preparing reports for senior analysts. You may also help evaluate investment opportunities, support due diligence processes, and participate in team meetings to discuss findings. Interns often collaborate closely with analysts and portfolio managers, gaining hands-on experience and exposure to real investment decisions. This role offers an excellent opportunity to develop analytical skills and gain insight into the investment decision-making process.
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Investment Analysis Intern jobs near you
Infographic showing various Investment Analysis Intern job openings in the United States as of June 2026, with employment types broken down into 20% Full Time, and 80% Part Time. Highlights an 82% Physical, 4% Hybrid, and 14% Remote job distribution.
Business Intelligence & Data Analytics Intern (Undergraduate)

Business Intelligence & Data Analytics Intern (Undergraduate)

Phamily

Manhattan, NY • On-site

$25 - $35/hr

Other

This job post has expired today. Applications are no longer accepted.

Job description

Business Intelligence & Data Analytics Intern (Undergraduate)
Location: 5-days in NY office
Job Type: Full-Time (June 15th - August 14th, 2026)
Job Reports To: Director of Business Intelligence
Salary Range: $25.00-$35.00/hr.
About Jaan Health/Phamily
Jaan Health is a leading AI-based care management company serving healthcare providers. For nearly a decade, the company has leveraged its easy-to-use, proprietary technology to enable health systems, medical groups, and ACOs to deliver high-quality, high-ROI proactive care to hundreds of thousands of previously underserved patients.
Phamily, the company's core technology platform, has transformed chronic disease management with clinically tested AI and easy-to-use technology that enables physicians and care teams to offer high-touch, individualized patient care that has been proven to reduce investment in extra labor and the overall cost of care. Phamily helps ensure healthcare providers are compensated fairly for providing high-quality care between office visits, while improving the lives of patients with chronic diseases. Learn more at phamily.com.
Job/Role Description
We believe internships should provide meaningful, hands-on learning experiences that contribute to real business outcomes. Our internship program is designed to give you exposure to a high-growth, fast-paced environment where you can learn, contribute, and develop professionally. This program is intended to help interns build practical experience, strengthen business acumen, and better understand how your work contributes to organizational impact.
As a Business Intelligence & Data Analytics Intern at Phamily, you'll help teams turn data into decisions using Looker and spreadsheets to support business insights across clinical, operational, and product teams. You will assist with translating business questions into clear dashboards, reports, and actionable insights that help drive decision-making throughout the organization.
This internship is ideal for a student who enjoys working with data, identifying trends, creating visualizations, and helping teams become more data-driven in a collaborative environment. You will work closely with analytics and engineering teams while gaining hands-on experience with real-world healthcare data and business intelligence tools.
Key Responsibilities
  • Assist with building dashboards, reports, and one-pagers to answer stakeholder questions
    • Help curate and organize content within Looker including dashboards, descriptions, and table calculations
    • Support the documentation and validation of metric definitions and reporting standards
    • Perform quality assurance checks to help ensure data accuracy and consistency
    • Assist with developing lightweight training materials and self-service resources for internal teams
    • Collaborate with analytics and engineering teams on reporting and data initiatives
    • Handle sensitive healthcare information responsibly while following HIPAA-minded best practices
Requirements
  • Currently pursuing an undergraduate degree in Data Analytics, Business Analytics, Computer Science, Information Systems, Statistics, Economics, Mathematics, or a related field at an accredited university
    • Interest in data analysis, business intelligence, and data storytelling
    • Familiarity with spreadsheets and data visualization tools such as Looker, Tableau, Power BI, or similar platforms
    • Strong attention to detail and organizational skills
    • Ability to communicate insights clearly and effectively
    • Comfortable working in a fast-paced, collaborative environment
Preferred Requirements
  • Exposure to healthcare, operations, or business analytics coursework or projects
    • Familiarity with basic reporting, segmentation, or data visualization concepts
    • Experience working on academic or personal data projects is a plus
Work Style
We are a fast-growing, early-stage company with an ambitious mission and significant work ahead. Successful interns at Jaan Health are curious, proactive, adaptable, and eager to learn in a high-performing environment.
This role is ideal for someone who is comfortable working in a fast-paced setting, takes ownership of their work, communicates effectively across teams, and approaches challenges with a growth mindset.
You will have the opportunity to contribute to meaningful projects, collaborate with experienced professionals, and gain hands-on exposure to how data and analytics drive decision-making within a healthcare technology company.
Our culture is built on five principles that shape how we work, lead, and grow:
  • Care: We put patients, clients, teammates, and outcomes first
    • Curiosity: We ask better questions, challenge assumptions, and keep learning
    • Clarity: We simplify complexity, communicate directly, and create alignment
    • Co-Creation: We collaborate across teams, perspectives, and disciplines
    • Craftsmanship: We execute with excellence, ownership, and continuous improvement
What You'll Gain
Through this internship, you will gain:
  • Hands-on experience working with real-world healthcare and business intelligence data
    • Exposure to tools such as Looker, dashboards, reporting systems, and data visualization platforms
    • Experience translating business questions into actionable insights and recommendations
    • Opportunity to collaborate with analytics, engineering, product, and operations teams
    • Practical experience supporting data-driven decision-making in a fast-paced healthcare technology environment
    • Mentorship and professional development from experienced analytics and business professionals
    • Stronger communication, analytical thinking, and problem-solving skills
    • Exposure to healthcare operations, metrics, and performance reporting
    • Experience contributing to meaningful projects that support patient care and operational outcomes
    • A collaborative, mission-driven environment focused on innovation and continuous learning

If you take pride in delivering results, embrace challenges, and proactively seek improvement, then this is the place for you. You'll join a smart, humble, and collaborative team dedicated to improving healthcare.
Equal Employment Opportunity
Phamily is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other legally protected status.

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