Portfolio and Asset Management Intern - Remote

Overview

The Portfolio and Asset Management Intern will assist the Portfolio and Asset Management team with critical information management projects, data analysis, and process documentation. This role offers hands-on experience in financial portfolio management and will provide valuable exposure to CDFI operations.

In Short

• Full-time internship from 6/2/2025 to 8/29/2025.
• Assist in reorganizing electronic filing systems for efficiency.
• Extract key metrics to update the Salesforce database.
• Draft and update resource guides and process maps.
• Collaborate with IT and other departments on loan transition processes.
• Gain exposure to financial portfolio management.
• Support the Portfolio and Asset Management team with various projects.
• Work with a team dedicated to transforming financial systems.
• Engage with community-focused organizations.
• Develop skills in data management and documentation.

Requirements

• Interest in finance and portfolio management.
• Strong data analysis skills.
• Familiarity with Salesforce or similar databases.
• Ability to work collaboratively across departments.
• Detail-oriented with strong organizational skills.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite.
• Ability to manage multiple tasks and deadlines.
• Commitment to community development and economic mobility.
• Enrolled in a relevant degree program.

Benefits

• Hands-on experience in a professional setting.
• Opportunity to work with experienced professionals in finance.
• Exposure to community development financial institutions (CDFIs).
• Networking opportunities within the organization.
• Potential for future employment opportunities.
• Gain valuable skills in data management and analysis.
• Contribute to meaningful projects that impact communities.
• Flexible work environment.
• Mentorship and guidance from team members.
• Experience working in a mission-driven organization.