Portfolio and Asset Management Intern

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Requirements:

• Working towards a Bachelor’s degree or Master's degree (or equivalent experience)
• Previous administrative or financial experience is a plus
• Basic proficiency with Microsoft Office and/or Google suite of systems
• Strong organizational skills and attention to detail
• Ability to maintain confidentiality when handling sensitive financial information
• Good written and verbal communication skills
• Willingness to learn new software systems (Salesforce, Egnyte)
• Self-motivated with ability to work independently after training
• Able to work in a team atmosphere where his or her manager may not work in the same office

Responsibilities:

• Help overhaul and streamline our electronic filing system to improve efficiency, including reorganizing our team's Egnyte folders containing 40+ subfolders.
• Extract key metrics from portfolio reviews, memos, and audits to update our Salesforce database with important rating agency data points.
• Assist in drafting and updating resource guides and process maps that reflect current team structure and workflows, including recent changes related to our Ventures transition.
• Work with IT on system permissions and requirements, and coordinate with Underwriting/Origination teams to understand loan transition processes.
• Assist with other projects as assigned.