About Optima Capital Management
Optima Capital Management is a wealth management firm that serves as an independent fiduciary and family office to clients. We provide our clients with objective-based advice, transparency, high-touch service, and utilize a goal-driven process for managing wealth.
We currently run three investment strategies – US Equity Core, US Equity ETF, and Fixed Income Core. These strategies are implemented in client portfolios through our tactical asset allocation models – Moderate Tilt and Moderate Tilt ETF. We track, rank, and monitor about 950 US equities in our data model. Fundamental and technical analysis is the foundation of our investment process.
The objective of the portfolio analyst internship is to utilize Microsoft Excel, Power Query, and Power BI to analyze major asset classes and sectors. The intern will be responsible for monitoring stocks, running equity screens, and developing weekly talking points based on research analysis. The internship will teach you how to research equities, understand how business intelligence tools work, and implement portfolio strategy with risk management by interpreting data analysis.
Our Value Proposition
This is an unpaid academic credit-based internship. Students should consult with academic faculty to determine if this unpaid experience will earn credit. Our team has 27 years of experience working on Wall Street. Our goal is to give undergraduates real-world experience and build their investment analytical skills. We will help you gain access to professional connections, develop a solid understanding of the financial service industry, and how to prepare for interviews with potential future firms. We offer a flexible schedule and the capability to work remotely from anywhere.
This prospective intern should have a strong desire to learn and be an effective communicator.
Apply through Handshake and we will reach out to you to schedule a one-on-one virtual interview. We will walk you through our strategies, tools, and processes so you can determine if we are a good fit for you.