CV Advisors
Summer Intern - Portfolio Management
Aventura, Florida, US
Role snapshot
CV Advisors is hiring a Summer Intern - Portfolio Management on a internship basis. This is an on-site role based in Aventura, Florida, US.
- Company
- CV Advisors
- Location
- Aventura, Florida, US
- Work mode
- On-site
- Job type
- Internship
- Posted
- Nov 6, 2026
Who this role suits
Students and recent graduates who want hands-on experience. Internships are usually judged on curiosity, projects and coursework rather than years of work history.
How to prepare your application
- Put one or two projects near the top of your résumé, with a link a recruiter can open in a few seconds.
- Revise core fundamentals for the role; early-career interviews lean heavily on basics and how you reason through a problem.
- Read what CV Advisors publishes about its product or team, so you can say clearly why this role and this company.
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About the role
About CV Advisors
CV Advisors is a leading multi-family office and SEC Registered Investment Adviser headquartered in Aventura, Florida. We manage $16B in assets under management for ultra-high-net-worth families and institutions around the world, delivering institutional-caliber investment management with the personalized attention of a single-family office. Ranked among the top RIAs in the country by Forbes and Barron's, our team of 90 professionals combine deep expertise with a culture of collaboration, integrity, and excellence.
About the Role
The Summer Intern joins a dedicated Portfolio Management team for a 10-week, in-office summer program, located in Miami, Florida. Reporting to an Associate Portfolio Manager, the intern works alongside the portfolio management team, gaining hands-on exposure to both the investment and operational sides of managing ultra-high-net-worth client portfolios. Interns contribute to real team projects, from portfolio analytics and research, to reporting and workflow improvements, and finish the summer with a clear view of how a multi-family office operates. Interns also learn how a multi-family office responsibly uses AI to improve research, reporting, and workflows, with appropriate oversight and controls.
Tentative dates of June 1, 2027 through August 13, 2027.
Key Responsibilities
Portfolio Analysis & Research
- Support the team in monitoring client portfolios against target allocations, risk parameters, and investment policy guidelines.
- Assist with portfolio analytics, including performance attribution, risk exposure, and liquidity summaries.
- Research managers, funds, and market themes to support portfolio construction and due diligence.
- Track the macroeconomic environment, including interest rates, inflation, equity valuations, and credit conditions, and summarize implications for client positioning.
Trade, Cash & Account Operations
- Assist with trade preparation and track trades from order through settlement.
- Help monitor cash balances, pending wires, and custodian follow-ups.
- Support client account tasks, including organizing custodial statements and documentation for onboarding and reviews.
Projects
- Own a summer project with a defined deliverable, such as a reporting enhancement, process documentation, an operational workflow improvement, or a test of an AI-assisted workflow, and present findings to the team at the end of the program.
- Partner with Client Services, Operations, and Accounting on cross-functional requests.
Qualifications
Required
- Currently pursuing a Bachelor's degree in Finance, Economics, Business, or a related field.
- Strong analytical skills with proficiency in Excel and Microsoft Office.
- Clear written and verbal communication skills, with the ability to explain analysis simply.
- High attention to detail and the ability to manage multiple tasks accurately and on deadline.
- Demonstrated interest in investing, markets, and wealth management.
- Available to work full-time, in person, in Aventura, FL for the full 10-week program.
Preferred
- Bilingual, English and Spanish.
- Prior internship, coursework, or student investment fund experience in finance.
- Familiarity with AI tools.