Investment Analyst Intern

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Company Summary:
MRA Associates, a dynamic, comprehensive investment and wealth management firm, is seeking students committed to servicing the unique needs of high net worth individuals and their families, as well as institutions. We are one of Phoenix Business Journal’s top ranked independent investment advisers and one of CareerBuilder’s Top Companies to Work For in Arizona. Our team approach focuses on providing excellent client service in a well reputed, fast paced environment. Our small but quickly growing firm boasts a fantastic workplace culture, encourages innovation, and wants motivated students to come join our team!

Internship Summary:
Paid internship with small company (45 employees). Hands-on learning starts day one in this fast-paced environment. Obtaining course credit may also be possible, depending on the student’s program approval. Hours will be flexible based on school schedule. Term of internship is 1 semester. Potential for extensions and full time employment exist. Apply at any time as we are continually interviewing for upcoming semesters.


Duties and Responsibilities:
The internship will provide exposure to the inner-workings of an investment firm, specifically related to investment research. Interns will be able to apply academic concepts while learning industry specific practices for managing large investment portfolios. There are frequent opportunities to work under firm partners, and alongside members of the investment team. The intern will also become familiar with industry relevant software, such as Morningstar Direct, as well as advanced Microsoft Excel techniques. Other duties include:

• Assist in research efforts regarding investments and prospective investments
• Attend and participate in meetings with the investment team, including prospective managers, external investment managers and external investment consultants
• Maintain and update financial models and databases
• Assist with strategic asset allocation modeling and investment management selection
• Assist in preparing fund reports and investment performance reports
• Assist on special projects (internal projects/client specific/data input)
• Accept and apply coaching and feedback
• Support the client services and administrative teams as needed/requested


• All School of Business Undergraduate Majors - Junior or Senior
• Significant interest in the workings of the financial markets and investment management profession
• Strong critical thinker who is a strong self-starter
• High-level Proficiency in Word, Excel, PowerPoint, Outlook
• Excellent communication and writing skills
• Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
• Demonstrate highest personal ethics and integrity
• Ability to maintain absolute confidentiality of information
• Acceptable result on background and drug test
• Team player, collaborative, able to work with and through others
• Desire and ability to work in a small company environment


Required - Microsoft Excel, Microsoft Word, Critical Thinking, Communication Skills, Microsoft PowerPoint, Self-starter, Microsoft Outlook, Writing Skills, Team Player, Detail Oriented, Highly Organized
Preferred - Investment Management, Financial Management, Investment Analysis, Investment Portfolio, Investment Planning

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