Location

Note that this position is located at our Newport Beach, California office. We have a hybrid schedule where all staff are expected to be in the office on Tuesdays, Wednesdays, and Thursdays, and have the option to work from home or in-office Mondays & Fridays.

About Canterbury Consulting

Canterbury Consulting, Inc. ("Canterbury") is a 65+ person professional services firm that provides investment advice to a broad set of clients with net assets ranging from $10M to $2B. Clients are both tax-exempt public and private foundations, endowments and pension plans, taxable corporate plans, and high/ultra-high net worth individuals and families. Our clients invest in both traditional and non-traditional assets such as public equities, bonds, private capital, hedge funds, and real assets (commodities, real estate, etc.). Canterbury customizes each client's portfolio based on their needs, wants, risk preferences and liquidity requirements.

Canterbury Consulting was named one of the Best Places to Work by the Orange County Business Journal for the last 4 years, and Best Places to Work in Money Management by Pensions & Investments for the last 3 years.

Research Internship Program at Canterbury Consulting

The Research Internship Program at Canterbury is a challenging and rewarding opportunity for the individual looking to gain experience with institutional investing. At Canterbury, the Research Intern will join in the investment success of foundations, endowments, and families by participating in manager research and diligences, asset allocation, manager selection, and investment analytics.

This 6-month program is centered around the Research team, working alongside associates, vice presidents, and the director of research on the production of client and internal deliverables such as manager diligence notes, asset class research, investment manager searches, and portfolio construction. In the Research Intern role Interns will work alongside our energetic and intellectually curious research professionals and participate in the research and due diligence of investment strategies that are a key component of our clients’ success.

By the end of the program, the Research Intern will understand:

The different asset classes we recommend to our clients (both public and private), as well as the investment strategies and vehicles used in portfolios (e.g. hedge funds, private equity funds, and mutual funds);

The key criteria to evaluate a manager and strategy;

Canterbury’s manager approval process and be familiar with approved managers – their strategies and benchmarks; and

The basic functions of the applications used to execute on manager research and diligence, including, Bloomberg Terminal, Morningstar Direct, and Pitchbook.