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Zions Bancorporation

12d ago

  • Internship
    Full-time
    Summer Internship
  • Data
    Banking & Finance
  • Salt Lake City

AI generated summary

  • You must be pursuing a degree in economics or finance, have CFA progress, know investments and financial markets, and be organized and detail-oriented.
  • You will assist in portfolio management, conduct research, generate presentation materials, support client retention, analyze securities, and provide operational support for trading and client requests.

Requirements

  • Currently pursuing a bachelor’s degree in economics, finance, or other related field.
  • Progress towards a Chartered Financial Analyst (CFA) designation a plus.
  • Familiarity with investments (stocks, bonds) and investment vehicles (mutual funds, ETFS, individual securities).
  • Basic knowledge of financial markets and trading of securities.
  • Must be organized and detail oriented.

Responsibilities

  • Assist portfolio managers, research analysts, and traders with a variety of tasks in support of client investment portfolio management.
  • Assist portfolio managers to ensure client portfolios are aligned with investment models.
  • Conduct investment and market research.
  • Generate charts and other graphics for presentation.
  • Participate in client retention activities including helping to prepare presentations and investment related information for clients.
  • Coordinate with other team members to conduct due diligence and portfolio analysis.
  • Help provide operational support where needed (e.g., trading, client requests).
  • Provide data on mutual funds and Exchange Traded Funds (ETFs).
  • Work effectively as part of a team in an investment advice driven business model.
  • Responsible for completing investment projects as assigned, evaluating market trends, and analyzing securities.
  • Other duties as assigned.

FAQs

What is the duration of the internship?

The internship will last from May through mid-August 2025.

Is this internship paid?

Yes, this is a paid internship.

Are relocation assistance and sponsorship available for this position?

No, this internship is not eligible for relocation assistance, and it is also not eligible for employment visa sponsorship.

Who will the intern report to?

The intern will report to the Director of Investment Research and up through the Director of Investment Management.

What qualifications are required for this internship?

Candidates must be currently pursuing a bachelor’s degree in economics, finance, or a related field. Progress toward a Chartered Financial Analyst (CFA) designation is a plus.

What kind of tasks will the intern be expected to perform?

The intern will assist portfolio managers, conduct investment and market research, generate charts for presentations, participate in client retention activities, and provide operational support, among other duties.

Is prior experience required for this internship?

While prior experience is not explicitly required, familiarity with investments and basic knowledge of financial markets are preferred.

Are local candidates preferred for this internship?

Yes, local candidates are preferred as the internship does not offer relocation assistance.

Will the intern work alone or as part of a team?

The intern will work effectively as part of a team in an investment advice driven business model.

What type of work environment can the intern expect?

The intern can expect a collaborative work environment focused on client investment portfolio management.

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Zions Bancorporation

Finance
Industry
10,001+
Employees

Mission & Purpose

Zions Bancorporation is one of the nation’s premier financial services companies with total assets of more than $90 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming. The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.