Intern- Portfolio Management
Summer 2025 Paid Internship, Portfolio Management Intern
May thru mid-August
This internship is not eligible for relocation assistance. Local candidates preferred.
Zions Bancorporation’s Internship and Banker Development Program positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.
Zions Bancorporation is one of the nation’s premier financial services companies, consisting of a collection of great banks with combined total assets of approximately $87 billion. Zions’ subsidiary ZB, N.A. operates banking divisions under local management teams and community identities in 11 states.
We are currently seeking an intern for the Portfolio Management Team within the Wealth Management Department. This position reports to the Director of Investment Research and up through the Director of Investment Management.
Responsibilities:
· Assist portfolio managers, research analysts, and traders with a variety of tasks in support of client investment portfolio management.
· Assist portfolio managers to ensure client portfolios are aligned with investment models.
· Conduct investment and market research.
· Generate charts and other graphics for presentation.
· Participate in client retention activities including helping to prepare presentations and investment related information for clients.
· Coordinate with other team members to conduct due diligence and portfolio analysis.
· Help provide operational support where needed (e.g., trading, client requests)
· Provide data on mutual funds and Exchange Traded Funds (ETFs).
· Work effectively as part of a team in an investment advice driven business model.
· Responsible for completing investment projects as assigned, evaluating market trends, and analyzing securities.
· Other duties as assigned.
Qualifications:
- Currently pursuing a bachelor’s degree in economics, finance, or other related field.
- Progress towards a Chartered Financial Analyst (CFA) designation a plus.
- Familiarity with investments (stocks, bonds) and investment vehicles (mutual funds, ETFS, individual securities).
- Basic knowledge of financial markets and trading of securities.
- Must be organized and detail oriented.
This position will be open until filled.
To review our Benefits Summary click here.
All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.
Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.
It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.
Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.
Click here to view our EEO Statement.
Click here to view applicable Federal, State and/or local employment law posters.
Click here to view our Pay Transparency Notice.