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Smart Beta ETF Research Analyst Internship

OppenheimerFunds

OppenheimerFunds

Smart Beta ETF Research Analyst Internship

Philadelphia, PA
Internship
Paid
  • Responsibilities

    The OppenheimerFunds Summer Internship Program targets rising seniors and graduate students entering final semester/year of academic study. Interns contribute to impactful projects while developing a robust understanding of asset management and team strategy/objectives.

    Job Purpose:

    In December 2015, OFI acquired VTL Associates (VTL), best known for highly innovative RevenueShares exchange traded funds (ETFs). VTL applies a proprietary methodology to screen and weight the stocks in their ETFs to create a high performing smart beta product.

    The Intern will support the creation of new ETF strategies through rigorous analysis and scenario testing. The successful candidate will have a strong interest in investment research & portfolio analytics, modern portfolio theory, and ETFs.

    Responsibilities & Deliverables:

    • Assist with idea generation for new ETF strategies
    • Analyze Index Fund performance data and identify opportunities for scenario analysis on new products
    • Execute attribution and performance reporting, peer group analysis and risk statistics across Index Funds
    • Analyze competitive landscape of target client portfolios
    • Gain exposure to various stages of client interaction and relationship management
    • Provide support on ad-hoc projects
  • Related Article
  • Qualifications
    • Rising senior or grad student entering final year of study
    • Finance, Economics or business discipline major preferred
    • Basic understanding of ETFs and financial markets
    • Understanding of investment advisor relationships
    • Strong analytical skills
    • Comfortable working with technology
    • Excellent written and verbal communication skills
  • Industry
    Financial Services
  • About Us

    OppenheimerFunds is a leading global asset manager dedicated to serving the diverse needs of our clients that range from institutions to financial advisors to individual investors.