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Portfolio Analyst Intern Jobs (NOW HIRING)

Portfolio-ready examples of data analysis and reporting Requirements Preferred Background * Major in Data Science, Statistics, Computer Science, or related fields * Familiarity with data ...

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How much do portfolio analyst intern jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for portfolio analyst intern in the United States is $22.50, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $24.52 per hour, depending on experience, location, and employer.

What does a portfolio analyst intern do?

A Portfolio Analyst Intern supports investment teams by analyzing financial data, monitoring portfolio performance, and assisting with research on securities or market trends. They often help prepare reports, conduct risk assessments, and provide insights to help make informed investment decisions. The role offers valuable exposure to portfolio management processes and the fundamentals of investment analysis, making it a good starting point for a career in finance.

What are the key skills and qualifications needed to thrive as a portfolio analyst intern?

To thrive as a Portfolio Analyst Intern, you generally need strong analytical skills, proficiency in finance fundamentals, and enrollment in or completion of a relevant degree such as finance, economics, or business. Familiarity with Microsoft Excel, Bloomberg Terminal, and portfolio management software, as well as progress toward certifications like CFA Level I, is often expected. Attention to detail, effective communication, and a proactive learning attitude are standout soft skills in this role. These abilities enable interns to effectively analyze investment portfolios, support decision-making, and contribute valuable insights to the team.

What types of projects and responsibilities can a portfolio analyst intern expect during their internship?

As a Portfolio Analyst Intern, you can expect to assist with data analysis, performance measurement, and reporting on various investment portfolios. Typical tasks include preparing investment reports, conducting research on market trends, and supporting senior analysts with portfolio reviews. You'll also gain experience using financial modeling tools and may collaborate with other departments such as risk management or trading. This role provides exposure to real-world investment decision-making and can be a valuable stepping stone for a career in asset management.

What is the difference between Portfolio Analyst Intern vs Investment Analyst Intern?

AspectPortfolio Analyst InternInvestment Analyst Intern
Required CredentialsTypically pursuing finance, economics, or related degrees; some internships may prefer coursework in investment analysisSimilar; often pursuing finance, economics, or related degrees; may require coursework in financial modeling
Work EnvironmentFinancial firms, asset management companies, or investment banks; supporting portfolio managersInvestment firms, asset management firms, or banks; conducting research and analysis
Employer & Industry UsageCommonly used in asset management and investment firmsWidely used across investment banking, asset management, and financial advisory firms

Both roles involve analyzing financial data and supporting investment decisions, but Portfolio Analyst Interns focus on managing specific portfolios, while Investment Analyst Interns conduct broader market research and financial analysis. The roles are similar in credentials and work environment, often overlapping in industry usage.

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What cities are hiring for Portfolio Analyst Intern jobs?

Cities with the most Portfolio Analyst Intern job openings:

What are the most commonly searched types of Portfolio Analyst jobs?

The most popular types of Portfolio Analyst jobs are:

What states have the most Portfolio Analyst Intern jobs?

States with the most job openings for Portfolio Analyst Intern jobs include:

Infographic showing various Portfolio Analyst Intern job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $46,809 per year, or $22.5 per hour.

2027 M&A Summer Analyst Intern

Lincoln International

New York, NY โ€ข On-site

$110K/yr

Full-time, Temporary, Internship

Posted 3 days ago

New


Job description

Lincoln International, Inc. (NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. The global enterprise is comprised of a tightly integrated team of more than 1,400 professionals in more than 30 offices in 14 countries, offering an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades. Connect with us to learn more at www.lincolninternational.com.
At Lincoln International, we know that the success of our global organization is a direct outcome of the strength of our people. We encourage diversity of thought and create talent density by attracting, retaining and engaging high performers from all demographics, backgrounds and perspectives. We value diversity, equity and inclusion as a catalyst to foster innovation and creative problem solving, access the best candidates and adapt to a highly dynamic, competitive environment. We know that employing a diverse team and valuing the unique perspectives of our people allows us to better understand and serve the needs of our clients.
Lincoln International is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We encourage you to read more about our commitment to diversity and Environmental, Social & Governance (ESG) efforts.
Lincoln International follows a hybrid work structure with an emphasis on in office collaboration.
Our employees work in our offices Monday through Thursday each week, with the option to work remotely or from the office on Fridays.
Responsibilities:
The M&A Summer Analyst Intern position at Lincoln International provides an excellent opportunity to work in a demanding, yet supportive, team-oriented environment and will provide you with many of the same experiences as the full-time Analyst position, including:
  • Conducting industry and company-specific research
  • Researching potential acquirers
  • Preparing marketing materials and analyses for advisory assignments
  • Ensuring the accuracy and quality of all presentation materials
  • Supporting the marketing activities of the firm as they relate to an industry or engagement

The firm offers a unique, flexible culture that rewards initiative. The following factors differentiate the Summer Analyst Intern program at Lincoln International:
  • High levels of exposure and engagement with senior professionals within the firm
  • Exposure to hands-on experience and technical skills through immersive on-the-job training
  • Opportunity to remain with Lincoln International and be offered a full-time Analyst position
  • Unparalleled client interaction
  • Responsibilities are limited only by ability rather than by a formal job description

Qualifications:
The M&A Summer Analyst Intern position at Lincoln International is extremely challenging, offers an excellent learning experience and provides a solid foundation upon which an individual can build a future business career. Interested candidates should meet the following requirements:
  • Successful Summer Analyst Interns are assertive and self-motivated, can manage multiple tasks and deadlines in a fast-paced environment and are detail oriented
  • Strong writing, verbal communication and computer skills (Excel, PowerPoint, Word)
  • Working towards a degree in finance and/or accounting, or have successfully completed significant coursework in these areas
  • Graduating in Winter 2027 or Spring 2028 (undergraduate students only)
  • Minimum GPA of 3.5 is required

Additional Information:
Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Throughout the 10-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation.
The salary range for this role is equal to $110,000 on an annual basis. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in New York City. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, revenue-based metrics, and business or organizational needs.
You can apply for this role through LinkedIn or Lincoln's Company Page, or through Lincoln's Internal Jobs Board if you are a current employee.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Click here to view Lincoln International's Candidate Privacy Notices.
Lincoln International is a trade name for Lincoln International, Inc. and its subsidiaries and affiliates, which include the following licensed entities: (i) Lincoln International LLC and MarshBerry Capital, LLC (United States), SEC-registered broker-dealers and a members of FINRA (www.finra.org) and SIPC (www.sipc.org) (investment banking services) and (ii) Lincoln International LLP (FRN 474606) and IMAS Corporate Finance LLP (FRN 553889) (United Kingdom), authorized and regulated by the U.K. Financial Conduct Authority. No entity affiliated with Lincoln International, LP provides banking or securities brokerage services, nor is any such affiliate subject to FINMA supervision in Switzerland or similar regulatory authorities regarding such activities in other jurisdictions. Retail clients are NOT the intended recipients of our communications or services and should not act upon this communication.
ยฉ 2026 Lincoln International LLC. All Rights Reserved.
110 North Wacker Drive | 51st Floor | Chicago | Illinois | 60606 | United States.