Intern- Portfolio Management

　　Summer 2024 Paid Internship

　　May thru mid-August

　　Zions Bancorporation is one of the nation’s premier financial services companies, consisting of a collection of great banks with combined total assets exceeding $65 billion. Zions’ subsidiary ZB, N.A. operates banking divisions under local management teams and community identities in 11 states.

　　We are currently seeking an intern for the Portfolio Management Team within the Wealth Management Department. This position reports to the Director of Investment Research and up through the Director of Investment Management.

　　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.

　　Qualifications

　　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.

　　This internship is not eligible for relocation assistance. Local candidates preferred.

　　Zions Bancorporation’s Internship and Banker Development Program positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.

　　Req ID: 063569

　　Equal Opportunity Employer

　　It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

　　If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

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