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Portfolio and Asset Management Intern @Capital Impact Partners

[Hiring] Portfolio and Asset Management Intern @Capital Impact Partners

Apr 01, 2025 - Capital Impact Partners is hiring a remote Portfolio and Asset Management Intern. 💸 Salary: $18 - $20 an hour. 📍Location: USA.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

The Portfolio and Asset Management Intern will assist the Portfolio and Asset Management team with critical information management projects, data analysis, and process documentation. This role offers hands-on experience in financial portfolio management and will provide valuable exposure to CDFI operations. This is a fulltime internship from 6/2/2025-8/29/2025.

  • Information System Reorganization: Help overhaul and streamline our electronic filing system to improve efficiency, including reorganizing our team's Egnyte folders containing 40+ subfolders.
  • Data Collection & Management: Extract key metrics from portfolio reviews, memos, and audits to update our Salesforce database with important rating agency data points.
  • Process Documentation: 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.
  • Cross-departmental Collaboration: 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.

Qualifications

  • 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

Benefits

  • The salary range for this position is $18 - $20 an hour and is eligible to work remotely.

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Back to Remote jobs  >   All others
Portfolio and Asset Management Intern @Capital Impact Partners
All others
Salary 💸 $18 - $20 an hour
Remote Location
USA
Job Type unspecified
Posted Apr 01, 2025
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📍 Be aware of the location restriction for this remote position: USA
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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