Investment Management Analyst Internships
Investment management analyst internships give university students, recent graduates, and early-career switchers hands-on project experience analyzing portfolios and market data, mentorship from working investment management analysts, and, at many employers, a path toward a full-time offer. {{top_industries_phrase}} lead in internship volume, with State Street, New York Life, and Talcott Financial among the employers posting roles now.
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Position Summary
The Credit Research team is seeking a Summer 2027 Intern to support research analysts across corporate credit, leveraged finance, and structured credit. The intern will contribute to credit surveillance, underwriting support, and research operations while helping advance a key strategic initiative (CLOs) focused on improving the organization and accessibility of research content.
The role is designed to provide meaningful exposure to credit investing while delivering tangible productivity benefits to the research platform.
Responsibilities
Credit Research & Surveillance Support
- Assist analysts with issuer monitoring and credit surveillance activities.
- Compile financial, industry, and market information used in credit reviews.
- Support watchlist maintenance and tracking of rating actions, earnings releases, and significant credit events.
- Prepare credit summaries, research snapshots, and supporting analytical materials.
- Assist with CLO and leveraged finance underwriting workflows, including data gathering and collateral analysis.
Research Content & Knowledge Management
- Inventory and organize existing research materials and issuer write-ups.
- Help develop standardized research templates, metadata, and filing conventions.
- Support the creation of a centralized research repository to improve knowledge sharing and research accessibility.
- Document workflows and identify opportunities to improve research efficiency.
Innovation & Analytics (Secondary Project)
- Evaluate opportunities to streamline surveillance and monitoring processes using data and AI-enabled tools.
- Assist with data preparation, organization, and proof-of-concept analytics to support future research automation initiatives.
Expected Deliverables
By the end of the internship, the candidate will have:
- Supported ongoing credit surveillance and underwriting activities.
- Developed and maintained research tracking and monitoring tools.
- Organized and cataloged key research content within a centralized repository framework.
- Produced recommendations for improving research workflow efficiency and information accessibility.
- Completed a capstone project focused on enhancing research operations or surveillance processes.
Business Value
This internship will provide immediate support to research analysts by reducing manual data collection and organizational work, allowing senior team members to focus on investment analysis and risk assessment. It will also advance the team's long-term objective of improving knowledge management, research accessibility, and operational efficiency while creating a pipeline for future talent within the Credit Research organization.
Intern Development Opportunity
The intern will gain hands-on experience in credit research, underwriting, and surveillance while working alongside investment professionals across the credit platform. By the end of the program, they will have developed practical analytical skills, exposure to the investment decision-making process, and a strong foundation
Salary Range:
$41,600 - $65,000 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home .
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Position Summary
The Credit Research team is seeking a Summer 2027 Intern to support research analysts across corporate credit, leveraged finance, and structured credit. The intern will contribute to credit surveillance, underwriting support, and research operations while helping advance a key strategic initiative (CLOs) focused on improving the organization and accessibility of research content.
The role is designed to provide meaningful exposure to credit investing while delivering tangible productivity benefits to the research platform.
Responsibilities
Credit Research & Surveillance Support
- Assist analysts with issuer monitoring and credit surveillance activities.
- Compile financial, industry, and market information used in credit reviews.
- Support watchlist maintenance and tracking of rating actions, earnings releases, and significant credit events.
- Prepare credit summaries, research snapshots, and supporting analytical materials.
- Assist with CLO and leveraged finance underwriting workflows, including data gathering and collateral analysis.
Research Content & Knowledge Management
- Inventory and organize existing research materials and issuer write-ups.
- Help develop standardized research templates, metadata, and filing conventions.
- Support the creation of a centralized research repository to improve knowledge sharing and research accessibility.
- Document workflows and identify opportunities to improve research efficiency.
Innovation & Analytics (Secondary Project)
- Evaluate opportunities to streamline surveillance and monitoring processes using data and AI-enabled tools.
- Assist with data preparation, organization, and proof-of-concept analytics to support future research automation initiatives.
Expected Deliverables
By the end of the internship, the candidate will have:
- Supported ongoing credit surveillance and underwriting activities.
- Developed and maintained research tracking and monitoring tools.
- Organized and cataloged key research content within a centralized repository framework.
- Produced recommendations for improving research workflow efficiency and information accessibility.
- Completed a capstone project focused on enhancing research operations or surveillance processes.
Business Value
This internship will provide immediate support to research analysts by reducing manual data collection and organizational work, allowing senior team members to focus on investment analysis and risk assessment. It will also advance the team's long-term objective of improving knowledge management, research accessibility, and operational efficiency while creating a pipeline for future talent within the Credit Research organization.
Intern Development Opportunity
The intern will gain hands-on experience in credit research, underwriting, and surveillance while working alongside investment professionals across the credit platform. By the end of the program, they will have developed practical analytical skills, exposure to the investment decision-making process, and a strong foundation
Salary Range:
$41,600 - $65,000 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home .
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Investment Management Analyst Internship Market
Who's Hiring
Tips for Your Investment Management Analyst Internship Search
Apply earlier than you think necessary
Large asset managers, banks, and investment firms open summer internship applications the preceding fall, sometimes as early as August or September. Smaller firms and co-op programs post much closer to start dates. Check listings on a regular cadence so you catch both waves and don't arrive late to competitive cohorts.
Build a project portfolio before you apply
Hiring teams for investment management analyst internships expect limited work history, so give them something to evaluate instead. A documented financial model, an investment thesis with supporting data, or a case study written up and shareable online signals that you can do the actual work before day one.
Work your campus network alongside direct applications
Campus career fairs surface structured internship programs tied directly to your university, and recruiters there often move faster than through online applications. Professors and career center staff frequently know which firms recruit from your school before roles post publicly. Applying directly to smaller firms running their own cohorts alongside campus activity widens the pool you can reach.
Practice the investment management analyst intern screen out loud
The intern interview for this role typically involves a financial modeling exercise, a market or investment case discussion, or a valuation question walked through in real time. Practice explaining your reasoning step by step, not just arriving at an answer, since interviewers weigh how you think as much as the conclusion you reach.
Target structured rotational programs early
Many large investment management firms run summer analyst programs that rotate interns across teams and are designed specifically for candidates new to the field. These programs recruit on fixed timelines, fill fast, and often offer the clearest path to a return offer. Identify the ones that fit your interests and apply in the first wave of their cycle.
Set your work-type filter before you start
On-site roles are 0% of the investment management analyst internships listed here. Decide what you can realistically commit to before you start sorting, then filter by location and work type so your time goes to roles you can actually accept.
Investment Management Analyst Internships: Frequently Asked Questions
How do I get an investment management analyst internship?
Lead with coursework and projects rather than work history, since recruiters expect limited experience at the intern level. A documented analytical project, a portfolio of investment theses, a financial model, or a case study with sourced data, gives hiring teams something concrete to assess. Pair direct applications with campus career fairs, where recruiters often move faster for students they meet in person.
Can an investment management analyst internship turn into a full-time job?
Many employers extend return offers to strong interns, but conversion is never guaranteed. What drives it for investment management analyst interns is performance on real work, available headcount on the team, and how early return-offer decisions are made in the firm's cycle. Treat the internship as an audition, deliver consistently, and build relationships without counting on the offer to follow.
When should I apply for investment management analyst internships?
Earlier than most candidates expect. Large financial firms and asset managers recruit summer interns the preceding fall, often closing applications before winter break. Smaller companies, boutiques, and co-op programs post much closer to start dates, so openings appear throughout the year. Checking listings regularly means you won't miss the early waves at competitive programs.
Are investment management analyst internships paid?
Most professional investment management analyst internships in the United States are paid. Compensation varies by company size, industry segment, and location. Where an employer discloses pay, the listing will show it, so you can compare opportunities directly as you apply.
What should an investment management analyst internship resume include?
Lead with projects, not work history. Include two or three complete, documented projects showing the tools you used and linking to the work where possible, a financial model, an investment analysis writeup, or a data-driven market study. Add relevant coursework in finance, economics, or statistics, and keep the entire document to one page.
Are there remote investment management analyst internships?
Yes. Remote and hybrid roles make up 100% of the investment management analyst internship listings here, with the rest on-site. Remote cohorts fill quickly once they open, so apply early and filter by work type to see them before seats close.
What is a rotational investment management analyst internship?
Some larger asset managers and financial institutions run structured rotational internship programs that place interns across multiple investment teams, equities, fixed income, alternatives, or risk, over the course of one summer. These programs are built to train people new to the field, recruit early, and are competitive. Identify the ones that fit your interests and apply in the first wave of their recruiting cycle.
Can international students get investment management analyst internships?
Yes. F-1 students can intern through CPT while enrolled or through OPT work authorization after finishing a degree, and the employer does not have to file anything for either, so many companies are open to international interns. Confirm your eligibility and timing with your university's international student office before accepting an offer.
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