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Summer Portfolio Performance Analyst Jobs in Indiana

OPENLANE

Portfolio Services Coordinator

Carmel, IN · Remote

$18/hr

Portfolio performance, holdings, and transaction analysis. * Internal policies, client mandates, and regulatory requirements. * Functional Expertise * Operational execution and SLA management.

OPENLANE

Portfolio Services Coordinator

Carmel, IN · On-site +1

$18/hr

Portfolio performance, holdings, and transaction analysis. * Internal policies, client mandates, and regulatory requirements. * Functional Expertise * Operational execution and SLA management.

PAR PAR Inc

Portfolio Services Coordinator

Carmel, IN · On-site

$18/hr

Portfolio performance, holdings, and transaction analysis. * Core Knowledge: Internal policies, client mandates, and regulatory requirements. * Functional Expertise: Operational execution and SLA ...

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Summer Portfolio Performance Analyst information

What is a Summer Portfolio Performance Analyst?

A Summer Portfolio Performance Analyst is an intern or seasonal employee who assists investment or asset management firms in evaluating the performance of their investment portfolios during the summer months. Their responsibilities typically include analyzing financial data, generating performance reports, benchmarking portfolio returns against relevant indices, and supporting the investment team with research and data analysis. This role provides hands-on experience in investment performance measurement, exposure to portfolio management processes, and opportunities to develop analytical and financial modeling skills. It is ideal for students or recent graduates interested in finance, investments, or asset management.

What are the key skills and qualifications needed to thrive as a Summer Portfolio Performance Analyst?

To thrive as a Summer Portfolio Performance Analyst, you need strong quantitative analysis skills, attention to detail, and coursework in finance, economics, or a related field. Familiarity with financial modeling tools, Excel, Bloomberg Terminal, and possibly programming languages like Python or R is highly valued. Strong communication, problem-solving abilities, and a collaborative mindset help you stand out in this internship role. These skills are crucial for accurately evaluating portfolio performance, generating actionable insights, and effectively supporting investment teams during the internship.

What are some typical projects a Summer Portfolio Performance Analyst might work on during their internship?

As a Summer Portfolio Performance Analyst, you can expect to work on projects such as analyzing portfolio returns, assisting in the preparation of performance attribution reports, and conducting benchmarking studies. You may also help automate data collection and reporting processes, evaluate risk metrics, and support senior analysts with ad hoc analysis. These projects will give you hands-on experience with investment data, exposure to portfolio management tools, and opportunities to collaborate with investment teams, risk analysts, and client service professionals.

What is the difference between Summer Portfolio Performance Analyst vs Summer Investment Analyst?

AspectSummer Portfolio Performance AnalystSummer Investment Analyst
Primary FocusAnalyzing portfolio performance metrics and reportingConducting investment research and supporting asset allocation
Required SkillsData analysis, performance measurement, financial modelingFinancial analysis, market research, valuation techniques
Work EnvironmentFinancial firms, asset management companiesInvestment banks, asset management firms
Common CertificationsNone mandatory, but CFA level I beneficialNone mandatory, CFA level I beneficial

The Summer Portfolio Performance Analyst primarily focuses on evaluating and reporting portfolio performance, while the Summer Investment Analyst concentrates on researching investments and supporting decision-making. Both roles require strong analytical skills and are common in asset management and investment firms, often sharing similar credentials and work environments.

What cities in Indiana are hiring for Summer Portfolio Performance Analyst jobs?

Cities in Indiana with the most Summer Portfolio Performance Analyst job openings:

Summer Portfolio Performance Analyst jobs near you

IT Performance Analyst Intern

Carmel, IN • On-site

Allied Solutions LLC
Finance and Insurance • 1 - 5K employees
Learn more about Allied Solutions LLCexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Allied Solutions rating

7.9

Company rating: 7.9 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

The Allied Solutions internship program is a robust and consistent internship program for juniors and seniors. The program will focus on learning and development as well as hands-on experience. The program will immerse the intern into a broad range of responsibilities, allowing you to execute projects within your area of professional interests.
Interested applicants must be available during the 12-week program (May 17th - Aug. 6th, 2027). This is a full-time internship (40-hours per week) based at our headquarters in Carmel, IN.
As an IT Performance Analyst Intern, you will support the Enterprise Technology Performance & Insights (ETPI) team in analyzing technology performance, developing dashboards, and generating insights that help drive data-informed decision-making across the Enterprise Technology Group (ETG). This internship provides hands-on exposure to business intelligence, performance analytics, data visualization, process improvement, and stakeholder engagement while working alongside experienced analysts and technology leaders.

Job Duties and Responsibilities

  • Assist with building, maintaining, and enhancing Power BI dashboards and IT performance reports.

  • Support data collection, validation, and analysis from multiple technology and operational data sources.

  • Monitor and analyze key performance indicators (KPIs) and performance metrics to identify trends and insights.

  • Participate in requirements gathering, testing, and quality assurance activities to support reporting and analytics initiatives.

  • Document metrics, reporting processes, dashboard functionality, and user guidance materials.

  • Research reporting best practices and support process improvement, automation, and data visualization initiatives while presenting findings and recommendations to the team.

Qualifications (Education, Experience, Certifications & KSA)

  • Currently enrolled in an undergraduate program as a rising Junior or Senior, pursuing a degree in Data Analytics, Information Systems, Informatics, Business Analytics or a related field

  • Strong interest in analytics, reporting, and data visualization

  • Curiosity, initiative, and willingness to learn

  • Strong communication and problem-solving skills

  • Exposure to Power BI, Tableau, or other visualization tools (Preferred)

  • Familiarity with Agile concepts or project work (Preferred)

  • Experience working with data in academic, internship, or extracurricular projects (Preferred)

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.

#LI-SJ1
#Li-Onsite

We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.
All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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