2027 Investor Operations Summer Intern

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$65k–$70k

H1B: no

Gcmgrosvenor The Investor Operations Intern supports client service through communication and report preparation. The role involves managing client inquiries, coordinating deliverables, and improving processes.

Responsibilities

The individual will be involved in the following critical activities:
Respond to client inquiries in a prompt manner, utilizing both oral and written communications.
Assist with the preparation of customized quarterly reports for clients.
Identify and assist in identifying opportunities to improve process and automate certain manual functions.
Assist with client presentations, deliverables and responses to ad hoc client requests/inquires.
Manage and coordinate workflow and processes associated with client requests.
Coordinate client deliverables with all departments throughout the firm.
Operate in a deadline driven, constantly changing environment.
Assist with other projects related to providing exemplary client service.
Perform related duties as assigned.
EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS
The ideal candidate should possess:

Qualification

Pursuing a BA basic understanding of statisticsProficiency in ExcelKnowledge of SharePoint

Required

Pursuing a B.A. or B.S. degree, preferably in Accounting, Finance, Economics or a related field
An interest in financial markets and an aptitude for working with numbers
Superior written and verbal communication skills
A basic understanding of statistics
Proficiency in Excel, PowerPoint, and Word
The ability to manage tasks independently to closure
Strong attention to detail and concern for quality of final product
A high degree of integrity and the ability to recognize the requirements of confidentiality
Solid interpersonal skills and work ethic
Curiosity about AI and a willingness to use AI-enabled tools, such as Claude and ChatGPT

Preferred

Knowledge of SharePoint

Benefits

Medical
Dental
Vision
401(k)
PTO
Equity/RSU
Parental Leave
Life Insurance
Wellness

Company

Gcmgrosvenor

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Source: greenhouse

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