This online, two-week program will provide you with the specific knowledge and practical tools to succeed during your summer internship with an institutional allocator.
This program was created with interns in mind. We’ll cover traditional and alternative asset classes, markets, investment due diligence, performance and risk metrics, and host of other topics relative to the projects you’ll be working on this summer.
If you’re looking to succeed during your internship with a pension fund, endowment, foundation, sovereign wealth fund, family office, OCIO, or similar, this is the program that will help get you there.
When designing the program, we specifically sought to provide a direct and useful impact for participants. In taking part of the bootcamp, you’ll have access to all reading materials, all Excel spreadsheet examples, all Python code, cases studies, and all of the tools and templates that are reviewed.
Curriculum Overview
| Topic Area | Weight |
|---|---|
| Institutional & Portfolio Structures | 10% |
| Asset Classes | 25% |
| Investment & Operational Due Diligence | 15% |
| Markets & Economics | 15% |
| Investment Policy Statements | 5% |
| Performance Metrics | 15% |
| Risk Metrics | 15% |
| TOTAL | 100% |
If you’re ready to take the next step in your career path, click the button below and let’s begin.
Practical Program
Imagine focusing on learning the context of a concept and never having to memorize a formula! Our program focuses on direct usefulness to your upcoming internship, today, and not on whether you can memorize lists of things or formulas.
Immediate Impact
From the concepts you learn, to the Excel and Python tools you’re able to take with you back to the office, the goal of the program is to provide a direct and immediate impact to your work product. We’ve cut out the junk and topics that are not relevant to institutional allocators and focused solely on what can be useful to you, today, right now.
Qualified Professional
By completing the program, you will be able to demonstrate to your internship manager and broader investment team that you have a high and specific level of competency required to work at an institutional allocator. This program will help you get that return offer.
