
Portfolio Management Intern
Key Skills
Job Description
About the Role
We are seeking a motivated intern to support our Banking Division's Portfolio Management team while contributing to our ongoing culture of continuous improvement. This role offers hands-on exposure to reporting, analysis, and process optimization within a global financial services environment.
Responsibilities
Key Responsibilities
Portfolio Management Support:
- Assist in preparing regular portfolio reporting and performance analysis
- Support data gathering, validation, and consolidation for management reports
- Help identify trends and insights from portfolio data
- Continuous Improvement Initiative:*
- Collaborate with the team to identify opportunities for process improvement
- Help design and build working tools/products such as templates, dashboards, and presentations
- Support documentation of improved workflows and best practices
- Participate in brainstorming sessions and improvement workshops
Qualifications
Required Skills & Qualifications
- Currently pursuing or recently completed a degree in Finance, Business, Economics, or related field
- Strong analytical skills with attention to detail
- Proficiency in Microsoft Excel and PowerPoint; familiarity with Word
- Good communication skills, both written and verbal
- Proactive, organized, and eager to learn
- Ability to work both independently and collaboratively in a team environment
What You'll Gain
- Practical experience in portfolio reporting and analysis within a global banking division
- Exposure to continuous improvement practices in a corporate setting
- Opportunity to contribute to real, impactful projects
- Mentorship from experienced professionals in Citco's Banking Division
Our Benefits
Your wellbeing is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.
We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.
Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.
Core Responsibilities
The intern will support the Banking Division with portfolio reporting, performance analysis, and data consolidation. Additionally, they will contribute to continuous improvement initiatives by creating tools, templates, and dashboards to optimize workflows.
Requirements
Candidates should be currently pursuing or have recently completed a degree in Finance, Business, Economics, or a related field. Strong analytical skills, proficiency in Microsoft Office, and the ability to work collaboratively are required.
Benefits
- Training and education support
- Flexible working arrangements
About The Citco Group Limited
Industry: Financial Services
Company size: 5,001-10,000 employees
Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry. Today, we continue to pioneer award-winning services and technology solutions that meet ever changing markets. A commitment to investing in people, and proprietary technologies, has resulted in our reputation as the industry’s preeminent service provider, reassuring clients that their critical administration functions are in safe hands. Our thought leadership and ability to quickly navigate complex change means our clients can depend on us as trusted advisors to make informed decisions in response to market conditions. Our Divisions Citco Fund Services & Investor Relations CFS is the global leader in services for the alternative investment industry. With over 2,000 funds under administration and net assets exceeding $840 billion, we provide full service fund administration, fund accounting, net asset value calculations, investor relations, and more. Governance Services Leveraging our extensive global office network Citco Governance Services provides customised solutions, including corporate and global subsidiary governance, secretarial services, financial accounting and reporting, tax and audit liaison, and market entry services. Banking, Depositary & Custody Services Citco Banks operate in strategic financial centres and provide Institutional and Fund of Funds clients access to the funds universe through multiple communication and online real-time global funds platforms. Citco Technology Management Through our eight global development centres, Citco Technology Management provides secure infrastructures and develops award-winning technology products that underpin our commitment to service excellence.