ZipRecruiter

Log In

1

Portfolio Management Intern Jobs in Texas (NOW HIRING)

Medtronic

Supply Chain/Supply Management Intern

Fort Worth, TX · On-site

$17.25 - $23.25/hr

With our expanding portfolio of innovative products and services, Medtronic is a global leader in ... As a Supply Chain or Supply Management Intern, you'll gain exposure to key supply chain functions ...

Medtronic

Supply Chain/Supply Management Intern

Fort Worth, TX · On-site

$17.25 - $23.25/hr

With our expanding portfolio of innovative products and services, Medtronic is a global leader in ... As a Supply Chain or Supply Management Intern, you'll gain exposure to key supply chain functions ...

Medtronic

Supply Chain/Supply Management Intern

Bedford, TX

$16.25 - $21.75/hr

With our expanding portfolio of innovative products and services, Medtronic is a global leader in ... As a Supply Chain or Supply Management Intern, you'll gain exposure to key supply chain functions ...

next page

Showing results 1-20

All JobsPortfolio Management Intern JobsPortfolio Management Intern Jobs in Texas

Portfolio Management Intern information

What does a portfolio management intern do?

A Portfolio Management Intern supports portfolio managers by assisting in the analysis and management of investment portfolios. Their duties often include conducting market research, preparing performance reports, monitoring investment trends, and helping with risk assessment. Interns may also learn how to use financial modeling tools and participate in meetings with clients or senior managers. This role provides valuable hands-on experience in the finance industry and is a great way to gain exposure to investment strategies and decision-making processes.

What skills and qualifications are needed to thrive as a portfolio management intern?

To thrive as a Portfolio Management Intern, you need a solid understanding of finance, investment principles, and quantitative analysis, often supported by coursework in finance or economics. Familiarity with tools like Excel, Bloomberg Terminal, and financial modeling software is commonly expected. Strong analytical thinking, attention to detail, and effective communication skills set top candidates apart. These abilities ensure accurate analysis, effective collaboration, and valuable contributions to investment decisions.

What types of projects or tasks can a portfolio management intern expect to work on during their internship?

As a Portfolio Management Intern, you can expect to support senior managers with tasks such as analyzing investment portfolios, preparing performance reports, researching market trends, and assisting with risk assessments. You'll likely work closely with both analysts and portfolio managers, gaining hands-on experience with real financial data and investment tools. This collaborative environment provides excellent exposure to the decision-making processes behind portfolio construction and adjustment, offering valuable insights for anyone interested in finance. Interns often have opportunities to present findings or recommendations, helping to build both technical and communication skills.

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

AspectPortfolio Management InternInvestment Analyst
Required CredentialsTypically pursuing or recent graduate in finance, economics, or related fieldBachelor's degree often required; advanced degrees or certifications like CFA preferred
Work EnvironmentInternship setting within asset management firms or financial institutionsFull-time role in investment firms, banks, or asset management companies
Employer & Industry UsageUsed in finance and asset management sectors for entry-level internship positionsCommonly used for entry- to mid-level roles in investment analysis and portfolio management

The main difference is that a Portfolio Management Intern is an entry-level internship focused on learning and supporting portfolio activities, while an Investment Analyst is a more advanced, often full-time role responsible for analyzing investments and making recommendations. Interns typically gain exposure and experience, whereas analysts actively manage and evaluate investment portfolios.

What are the most commonly searched types of Portfolio Management jobs in Texas?

The most popular types of Portfolio Management jobs in Texas are:

What cities in Texas are hiring for Portfolio Management Intern jobs?

Cities in Texas with the most Portfolio Management Intern job openings:

Portfolio Management Intern jobs near you
Infographic showing various Portfolio Management Intern job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

2027 Wealth Management Intern

Financial Synergies Wealth Advisors

Houston, TX • On-site

$20/hr

Part-time

Re-posted 18 days ago

Job description

The position of Wealth Management Intern (WMI) is an operational & client-facing role that will be focused on serving existing clients and assisting Financial Advisors in financial plan creation, client paperwork, note-taking, and various other tasks. The WMI will assist Financial Advisors in client meetings and will work closely with the Associate Financial Advisors to coordinate client paperwork and assist with back office tasks, as well as garner experience in trading and portfolio management. This is a two-month paid summer internship (from June 1st through July 31st) that will also be
verifiable for course credit if needed.
Our goal for the Wealth Management Intern is to get exposure to the various departments and roles within an independent wealth management firm. We hope that by the end of the internship, we will have a mutual understanding as to whether the WMI is a good match and if this position is a good fit for their career goals and objectives.
Office Hours are from 8am to 5pm daily, with an hour lunch break.
Client Service
  • Your primary objective is to observe, listen, and learn from the financial advisors.
  • Running financial planning & performance reporting software.
  • Taking detailed meeting notes.
  • Preparing necessary paperwork before the client meetings.
  • Following up with the client, as needed.

eMoney Advisor (Wealth-360)
  • Completing all eMoney
    online training sessions.
  • Creating and maintaining financial plans in eMoney.
  • Coordinating the onboarding of clients into the eMoney software.
  • Assisting in eMoney planning presentations.

Envestnet | Tamarac
  • Completing
    applicable sessions of Tamarac Advisor University online.
  • Creating various investment performance reports for client update meetings and quarterly statements.

Schwab Institutional & Fidelity WealthScape
  • Completing
    applicable sessions of Schwab Advisor University / Fidelity WealthScape.
  • Developing a familiarity with Schwab/Fidelity paperwork & online processes.
  • Account opening paperwork (physical & eSignature packets).
  • Money movement paperwork (wires, checks, journals, etc.).

Wealthbox CRM
  • Creating records in CRM such as Leads, Accounts, Contacts and Activities.
  • Completing & assigning action items and tasks.
  • Logging phone call and meeting notes.
  • Running dialogs and workflows.
  • Taking on other data management projects, as needed.

Special Projects
  • You will have a chance to sum up your experience with special projects that you will work on throughout the internship.
  • Present project findings individually and as a team to the various teams and Leadership upon completion.

Apply