Alternative Investments Intern - Summer 2024

Freestone is building the digitally integrated wealth services firm of the future. We believe making a difference happens by focusing on what truly matters to our clients. If you are passionate about helping people and serving a greater purpose in life and work, Freestone is the home for you.

We are an independent wealth and asset management firm with offices in Seattle, San Francisco, and Santa Barbara. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies, delivered via technology, where possible.  Currently, we have over $8 billion of assets under advisement.

We live our values of collaboration, commitment and continuous improvement every day and welcome new Freestoners to join us.

The Intern fills a general analytical role across Freestone’s investment platform, which includes fixed income, equities, hedge funds, real estate, and private equity. The Intern will work on a variety of projects under the direction of Portfolio Managers. The position is located at the Freestone headquarters office in Seattle, WA.

The Intern program lasts the summer, with continuous training and networking opportunities throughout. Well performing interns will assume increasing responsibilities and may be asked to stay on for an extended term. Exceptional Interns with a demonstrated interest in and aptitude for investments may be offered a full-time opportunity to stay on with Freestone long-term as an Associate.

Key Responsibilities:

• Investment Analysis: Financial modeling, valuation, industry or asset class research, and general investment diligence
• Portfolio Analysis: Support the portfolio managers in performing analysis on existing holdings, frequently with the intent of communicating conclusions and recommendations to clients or the investment committee
• Administration: Maintenance of Freestone’s CRM, electronic files, operating / investment reports, and other corporate reporting
• Miscellaneous: Perform any such duty as necessary to support Freestone’s investment process

Qualifications:

• Demonstrated interest in finance and investments as a potential career path
• Excellent quantitative, analytical and communication skills
• Well-rounded academic background complemented with strong performance in challenging courses
• Ability to work well under pressure and meet tight deadlines
• Aptitude to synthesize large amounts of information and develop innovative solutions
• Capability to manage projects independently and readiness to assume a high level of responsibility
• Proficiency with MS Word, Excel, and PowerPoint

Your Characteristics

• Team oriented character with an exceptionally strong work ethic
• Self-starter with close attention to detail
• A high energy level personality with a positive attitude towards challenges
• Poised and polished professional with excellent oral and written communication skills

Compensation

• Hourly wage with the potential for college credit if applicable.
• Catered lunches M-Th

The expected hourly wage for this position is $20/hour. The anticipated start date for this internship will be May or June of 2024.  Relocation and housing assistance is not provided.

Freestone is an equal opportunity employer.  All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.