Intern- Portfolio Optimization
We believe the financial markets can and should work for everyone. Capitolis is the technology company creating safer and more vibrant financial markets by unlocking capital constraints and enabling greater access to more diversified capital and investment opportunities. Rooted in advanced technology and deep financial expertise, Capitolis powers groundbreaking financial solutions that drive growth for global and regional banks – and institutional investors alike. Capitolis is backed by world class venture capital firms, including Canapi Ventures, 9Yards Capital, SVB Capital, Andreessen Horowitz (a16z), Index Ventures, Sequoia Capital, Spark Capital, and S Capital, as well as leading global banks such as J.P. Morgan, Citi and State Street.
Founded in 2017, our team brings decades of experience in launching successful startups, technology, and financial services. Capitolis was named to Fast Company’s prestigious annual list of The World’s Most Innovative Companies for 2023, CNBC’s World’s Top Fintech Companies 2023 list, ranked #68 on the 2023 Deloitte Technology Fast 500 list, and was named “Best FX Software Provider” in the 2023 Euromoney Foreign Exchange Awards. Most recently, American Banker recognized Capitolis among the Best Places to Work in Fintech after the company was named by Crain’s New York Business as one of New York’s 100 Best Places to Work in 2023 for the second consecutive year. For more information, please visit our website at www.capitolis.com or follow us on LinkedIn.
Role Description
Capitolis is seeking a highly analytical, business-minded intern with a strong interest in financial services, data analysis, and strategic thinking. This internship is ideal for a recent graduate who is eager to apply their skills to real-world challenges at the intersection of data, business, and client needs. You'll work closely with our VP, Head of Portfolio Optimization, and gain hands-on experience turning complex, ambiguous questions into actionable insights.
Responsibilities
- Support the design and help execute analyses to investigate business problems, identify drivers, and uncover actionable insights
- Assist in building forecast models for business performance and track progress against performance
- Review product usage and benefit metrics to identify opportunities for improvement
- Communicate and collaborate with multi-functional teams and stakeholders to drive alignment and operational efficiency
- Help maintain and build tools, queries, or dashboards to automate and scale common analysis workflows
- Operate effectively in a fast-paced environment with competing priorities and shifting demands
Requirements
- Recently completed a degree in Finance, Economics, Data Science, or a related field
- Strong analytical and critical thinking skills — comfortable working through ambiguity to find structure and insight
- Willingness to learn how to translate business questions into data queries and assist in interpreting results alongside the team
- Some experience with Python and SQL; willingness to learn is essential
- Exceptional attention to detail paired with the ability to move quickly and make sound judgment calls under pressure
- Strong written and verbal communication skills; ability using data to tell a story
- Exposure working with client-facing teams or directly with clients to deliver data insights or reports preferred
- Familiarity with financial products, transaction data, or trading systems preferred
- Exposure to dashboarding or data visualization tools (e.g., Tableau, Power BI) preferred
- Ability to work 5 days a week in New York City office
Our Company Values
We operate with a clear set of values that guide us — our way of being, decisions, and actions. These values define who we are, and we are committed to all of them. These values are uniquely ours. If these values — all of them — speak to you, this is an amazing place, but we are not for everyone. Learn more about our Company Values here.
- We lead with purpose, while creating exceptional value
- We pursue big breakthroughs, responsibly
- We learn from the best and are unapologetically independent
- We are obsessed with the future and fanatical about executing today
- We play tough, with heart
Our People Attributes
Our People Attributes are characteristics that describe the DNA of Capitolis employees. They provide a consistent framework to hire, assess, and develop our team against. Learn more about our People Attributes on our careers page here.
- Super Smart: quality thinking and know what good looks like
- Badass: all in, get stuff done, and high standards
- Good Human: collaborative, open-minded, authentic and real, and pursue self-actualization
Average salary estimate
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By
Capitolis
Our vision is to reimagine how capital markets operate. Capitolis is the leading capital marketplace that drives financial resource optimization for market participants. Founded in 2017, Capitolis’ technology enables financial institutions to opti...
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