Unpaid and remote or in person workers allowed, all in person interns must have proof of vaccination.
Traub Capital Management LLC is a wealth management firm managing about $130 million representing about 90 clients. We work with individuals, families, and small retirement plans in managing their investments as well as preparing the clients’ financial plans. We determine appropriate long-term asset allocation for clients and tactically adjust based on market conditions. We also choose appropriate funds to utilize as well as choosing individual stocks. In choosing stocks, we use a quantitative model supplemented by fundamental analysis.
Job responsibilities will include researching stocks which are identified via our quantitative models, running the models, analysis of mutual funds for investment, responding to corporate actions and proxies, maintain information on our website, and calculation of performance of specific stocks and portfolios, and related risk measures. It will also include updating of presentation material. Lastly, there will be reviews of 401k investments for clients. Other duties will arise that are not specified here. Good knowledge of investment analysis techniques, strong spreadsheet skills and some experience with website maintenance preferred.
Work would typically be 1 day per week but could be spread over two half days. Some in person work is preferred in our fully vaccinated office. Internship would start as soon as possible and end mid-December. Prefer hiring student who would be interested in continuing internship in the spring 1 day a week.