Intern - Portfolio Monitoring
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!