Intern Trading and Operations

Position Description

Title:  Intern, Trading and Operations

Employment Term:  Part-Time

Location:  Reno, NV (Hybrid Arrangements Considered)

Firm Overview

Scharf Investments is a focused investment management firm with more than $3 billion in assets under management and a top-tier long-term performance record. For over 40 years, the firm has provided disciplined portfolio management for individuals, retirement accounts, trusts, family offices, corporations, endowments and foundations across separately managed accounts and mutual funds. Portfolios are managed with a strict focus on valuation, margin of safety, portfolio concentration, investment flexibility and long‐term perspective.  Investment solutions include mutual funds and separate accounts, offering exposure to equity, multi-asset, and fixed income investment strategies.

Job Summary

The internship involves weekly operations, research, and administrative duties. Operations duties include account reconciliation, data analysis, and ad-hoc projects. Administrative responsibilities include organizational tasks for compliance and general office assistance. Research duties includes compiling data from Bloomberg Terminal, CapitalIQ, Valueline and other sources. The intern may be tasked with additional responsibilities, subject to demonstrated mastery of initial tasks. The intern primarily works with the trading and operations team. This is a fast-paced, collaborative, and interactive work environment. 

This internship typically runs the duration of a semester system with the potential of leading to a full-time opportunity / extended internship. 

Training Provided:

Training includes but is not limited to the Bloomberg Terminal, SalesForce & Excel. The intern can expect to gain knowledge on trading various securities (stocks, bonds, mutual funds), account reconciliation, compliance, performance reporting, collecting investment data, billing, and maintaining data in the trade order management system (OMS).

Qualifications:

• Well versed in the use of all Microsoft Office Applications, strong excel skills
• Demonstrated passion for financial markets and investment analysis 
• Intelligent, Proactive, Resourceful, Detail-Oriented, Excellent Communication Skills, Strong Work Ethic, Good at Multi-tasking
• Desire/ability to work successfully in a small company environment
• Outstanding academic background 

If you have any questions, please contact recruiting@scharfinvestments.com    

The firm is an Equal Opportunity Employer.