Investment Management Associate Internships
Investment management associate internships give university students, recent graduates, and early-career switchers hands-on project experience with real portfolios and capital allocation decisions, mentorship from working investment professionals, and, at many employers, a path toward a full-time offer. Openings are concentrated across {{top_industries_phrase}}, with State Street, New York Life, and Talcott Financial among the employers posting roles now.
Find InternshipsOverview
Showing 5 of 13+ Investment Management Associate Internships
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 Associate Internship Market
Who's Hiring
Tips for Your Investment Management Associate Internship Search
Apply in the fall for summer investment roles
Large asset managers, investment banks, and wealth management firms recruit summer investment management associate interns the preceding fall, often closing applications before winter break. Smaller firms and co-op programs post closer to start dates. Set a reminder for September and check listings at the start of each month so you don't miss early deadlines.
Build a portfolio before you apply
Hiring teams for investment management associate internships expect limited work history, so projects carry the most weight. Document two or three completed analyses, financial models, or investment memos, name the tools you used, and link to the work where possible. A published stock pitch or a walkthrough of a portfolio construction exercise gives recruiters something specific to evaluate.
Work your campus network alongside direct applications
Campus career fairs surface structured internship programs tied to your university, and recruiters there often move faster for students they meet in person. Your finance 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 reach.
Practice your investment management interview format out loud
Investment management associate intern screens typically involve a stock pitch, a case study on portfolio allocation, or a walk-through of a financial model you've built. Practice explaining your reasoning out loud, not just arriving at an answer, because interviewers weight how you think through a problem as much as the conclusion you reach.
Target structured rotational programs early
Larger investment management firms run rotational internship programs designed to train people new to the field, rotating cohorts across equity research, fixed income, and other teams in a single summer. These programs recruit in the fall and fill fast. Identify the ones that fit your background and submit in the first application wave.
Set your work-type filter before you start
On-site roles are 0% of the investment management associate internships listed here. Decide what you can realistically commit to before you start sorting through openings, then filter by location and work type so you're only reviewing roles you can actually take. Filtering first saves time and keeps your applications focused.
Investment Management Associate Internships: Frequently Asked Questions
How do I get an investment management associate internship?
Lead with coursework and completed projects rather than work history, since hiring teams expect limited experience at the intern level. For investment management associate candidates, a documented portfolio showing security analysis, model-building, or fund research gives recruiters something concrete to assess. Apply directly to open roles and attend campus career fairs, where firm recruiters often move faster for students they meet in person.
Can an investment management associate 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 associate interns is performance on real client work and research deliverables, available headcount on the team, and how early return-offer decisions are made at that firm. Position for one by delivering consistently, but don't count on it when evaluating the opportunity.
When should I apply for investment management associate internships?
Earlier than most candidates expect. Large asset managers and investment banks recruit summer interns the preceding fall, often closing applications before winter break. Smaller firms, boutique shops, and co-op programs post closer to their start dates, so openings appear year-round. Check listings regularly and apply as soon as a role opens rather than waiting until it feels urgent.
Are investment management associate internships paid?
Most professional investment management associate internships in the United States are paid. Compensation varies by company size, industry, and location, and some firms also offer housing stipends or relocation support for summer cohorts. Listings show compensation details where the employer chooses to disclose them, so check each posting directly for what's included.
What should an investment management associate internship resume include?
Lead with projects, not work history. Include two or three complete, documented projects showing the tools used and outcomes, and link to the work directly where possible, such as a published stock pitch, a financial model on GitHub, or a case study write-up. Add relevant coursework in finance, economics, or quantitative methods. Keep the resume to one page.
Are there remote investment management associate internships?
Yes. Remote and hybrid roles make up 100% of the investment management associate internship listings here, with the rest on-site. Remote cohorts fill fast because they draw applicants from outside the local market, so apply early once you decide what works for your situation. Use the work-type filter to see only the format you're targeting.
What is a rotational investment management associate internship?
Some larger asset managers and financial institutions run structured rotational internship programs that place candidates across multiple investment teams, such as equities, fixed income, and alternatives, within a single summer. These programs are designed for people newer to the field, offer broad exposure, and are competitive. They recruit early in the fall, so identify programs that fit your background and apply in the first wave.
Can international students get investment management associate 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.
See All 13 Investment Management Associate Internship Jobs
Find roles that match your experience and apply in just a few clicks.
Find Internships