Careers

Position: Portfolio Monitoring Intern
Location: Dallas, TX
Duration: 2-4 months
Hours: Part-time (approximately 15-20 hours a week)
Compensation: $15-$20 an hour depending on experience

About Us:

Paceline Equity Partners is a Dallas-based investment manager focused on value-oriented investments in special situations private equity, corporate debt, and real assets. We are currently in the process of implementing a new portfolio monitoring tool to enhance our data management and reporting capabilities. We are seeking a motivated and detail-oriented intern to support this initiative.

Internship Overview:

As a Portfolio Monitoring Intern, you will play a crucial role in reviewing and importing historical data into our new system while assisting with the overall implementation process. You will gain valuable hands-on experience in data management, financial analysis, and software implementation within a dynamic work environment.

Key Responsibilities:

• Review, clean, and organize historical portfolio data for import into the new system.
• Assist in data migration, ensuring accuracy, completeness, and consistency.
• Collaborate with team members to troubleshoot and resolve data discrepancies.
• Support testing and validation of the new portfolio monitoring tool.
• Assist in documentation and process improvement related to data integration.
• Provide support for user onboarding and training sessions as needed.

Qualifications:

• Current student or recent graduate in Finance, Business, Data Science, Information Systems, or a related field.
• Strong attention to detail with excellent organizational skills.
• Experience with Excel and data management tools
• Ability to work independently and collaboratively within a team.
• Strong analytical and problem-solving skills.
• Interest in financial technology and portfolio management.

What You’ll Gain:

• Hands-on experience with financial data management and portfolio monitoring tools.
• Exposure to the implementation process of financial software.
• Opportunity to work alongside experienced professionals in the industry.
• Professional development and networking opportunities.

How to Apply:

If you are interested in this opportunity, please submit your resume and a brief cover letter explaining your interest and relevant skills to financeapply@pacelinequity.com.

Join us in shaping the future of portfolio management through data-driven insights!