Investment Management Consultant Internships
Investment management consultant internships give university students, recent graduates, and early-career switchers hands-on project experience advising on portfolio strategy and client solutions, mentorship from working investment management consultants, and, at many employers, a path toward a full-time offer. Openings are concentrated across {{top_industries_phrase}}, with State Street, The Hartford, and New York Life 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 Consultant Internship Market
Who's Hiring
Tips for Your Investment Management Consultant Internship Search
Apply months before the internship starts
Large financial services firms and management consulting practices recruit summer interns the preceding fall, with application windows that close well before January. Smaller advisory firms and co-op programs post closer to their start dates. Check listings throughout the year rather than starting your search in spring.
Build a portfolio before you apply
Hiring teams for investment management consultant interns expect limited work history and look instead for concrete evidence of ability. Documented financial models, investment memos, case competition submissions, or data analyses with named tools give recruiters something specific to assess. Two or three completed projects with visible output outweigh a long list of coursework.
Work your campus network and apply directly at the same time
Campus career fairs surface structured intern programs tied directly to your university, and professors with industry contacts often know which firms recruit from your school before roles post publicly. Apply directly to companies running smaller cohorts alongside campus activity so you reach employers who do not attend your fair at all.
Practice the investment management consultant interview format out loud
Investment management consultant intern screens typically involve a case discussion or market-sizing question paired with technical questions on financial modeling or portfolio concepts. Practice walking through your reasoning out loud, not just arriving at an answer, because interviewers weigh how you think as much as the final conclusion. Record yourself and review for clarity.
Target structured rotational and analyst programs first
Several large asset managers and consulting firms run cohort-based intern programs designed specifically for candidates new to investment management, rotating interns across portfolio analysis, client work, and research. These programs offer structured mentorship and strong conversion rates, but they recruit early and fill in the first application wave, so prioritize them and apply as soon as each program opens.
Set your work-type filter before you start
On-site roles are 0% of the investment management consultant internships listed here. Decide what you can commit to before you start reviewing listings, then filter by location and work type so you are not spending time on roles you cannot take. Applying to roles that fit your situation also improves your response rate.
Investment Management Consultant Internships: Frequently Asked Questions
How do I get an investment management consultant internship?
Lead with coursework and projects rather than work history, since hiring teams expect limited experience at the intern level. Build a documented case study or financial analysis portfolio that gives recruiters something concrete to assess. Apply directly to companies posting on job boards and attend campus career fairs, where recruiters often move faster for students they meet in person.
Can an investment management consultant internship turn into a full-time job?
Many employers extend return offers to strong interns, but conversion is never guaranteed. For investment management consultant interns, what drives it most is performance on real client work, available headcount on the team, and how early the return-offer conversation happens. Treat every project as a sample of full-time work and ask your manager about the timeline, without counting on the outcome.
When should I apply for investment management consultant internships?
Earlier than most candidates expect. Large financial services and consulting firms recruit summer interns the preceding fall, with applications closing months before the start date. Smaller firms, regional advisory practices, and co-op programs post closer to their actual start dates, so openings appear year-round. Check listings regularly rather than searching only once.
Are investment management consultant internships paid?
Most professional investment management consultant internships in the United States are paid. Compensation varies by company size, industry, and location, and listings show it where the employer discloses it. Unpaid arrangements are uncommon at established firms but can appear at smaller boutiques or nonprofits, so read each listing carefully before applying.
What should an investment management consultant internship resume include?
Lead with two or three documented projects: name the tools used (Excel models, Bloomberg, Python, Tableau), describe the analysis or recommendation delivered, and link to any published work, case competition submissions, or portfolio. Add relevant coursework in finance, economics, or data analysis. Keep the resume to one page and put projects before work history if your experience is limited.
Are there remote investment management consultant internships?
Yes. Remote and hybrid roles make up 100% of the investment management consultant internship listings here, with the rest on-site. Remote cohorts fill fast because they draw applicants from across the country, so apply early once you find a role that fits. Filter by work type to see remote and hybrid listings without sorting through on-site roles you cannot take.
What is a rotational investment management consultant internship program?
Some large asset managers and consulting firms run structured rotational internship programs that place interns in multiple practice areas, such as portfolio analysis, client advisory, and risk, over a single summer. These programs are designed for people new to the field, offer built-in mentorship, and recruit early in the fall. They are competitive and fill in the first recruiting wave, so identify target programs and apply as soon as applications open.
Can international students get investment management consultant 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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