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Summer Internship

Family Office Exchange

Summer Internship

Chicago, IL
Full Time
Paid
  • Responsibilities

    This is an excellent learning opportunity for an individual interested in a career in the direct or fund level private equity, venture capital, real estate investing or wealth management industry. The Private Investing Intern offers the opportunity to work with a small team that is interested in mentoring and helping you grow while you gain experience in day-to-day as well as project related responsibilities. The ideal candidate will either be an undergraduate business major or MBA candidate seeking to gain experience in the investment or wealth management world. This person must be highly motivated, collaborative, a team player, and be willing to take on a number of different assignments with enthusiasm. The candidate will be well rounded with writing and speaking, and have an expressed interest in investments, data analysis and research. Family Office Exchange (FOX) is the premier global member network for enterprise families, family office executives, and their trusted advisors who are pursuing best practices for managing their family enterprise and growing their family wealth. The community includes over 8,000 family leaders and sophisticated advisors from 500 organizations in 27 countries who utilize FOX’s resources each year for peer exchange, objective advice, and continuous learning.This experience will include both working on-site at our office conveniently located downtown Chicago as well as some virtual/remote work. We are also open to considering candidates in the Richmond, VA area. Below is a sampling of the responsibilities you will be able to work on: Collect, organize, and maintain a fund and direct investment opportunity databasePerform high level analysis of funds and direct opportunities for the purpose of determining best fit for our proprietary deal platformCollect and analyze deal sponsor portfolio performance and track record dataUtilize research tools like Pitchbook and Crunchbase to build high level diligence “mosaics”Work closely with the Director of Private Investing on a variety of strategic initiativesYou will bring the following to our team in terms of experience and key success factors: Currently pursuing an undergraduate or graduate degree in business, finance, accounting or data science / business analytics. Previous experience in wealth management, finance or investments is a plus.Previous experience analyzing data and investment performance is a plus. Above average proficiency with Office365 products (Word, Excel, PowerPoint, Dynamics 365). Experience with Tableau and basic data structuring is a plus.Familiarity with deal platforms such as Crunchbase and Pitchbook.Attention to detail and process oriented. Outgoing and an interest in working with a small team with a desire to learn and grow while contributing to the team. Come spend the summer with us and be part of the excitement! We look forward to learning more about your background and experience.