Portfolio and Asset Management Intern

As a Portfolio and Asset Management Intern at Momentus Capital, your primary responsibilities will include reorganizing our electronic filing system for efficiency, managing data collection for our Salesforce database, assisting in process documentation, and collaborating with cross-functional teams. This hands-on role will immerse you in crucial aspects of financial management and enhance your skills in data analysis and information management.

To be eligible for the Portfolio and Asset Management Intern role at Momentus Capital, you should be working towards a Bachelor's or Master's degree (or have equivalent experience). Having previous administrative or financial experience is beneficial. You'll also need basic proficiency with Microsoft Office or Google Suite, strong organizational abilities, and good communication skills to thrive in this internship.

Yes, the Portfolio and Asset Management Intern position at Momentus Capital is a paid internship, offering a salary ranging from $18 to $20 per hour. This role also allows you to work remotely, providing flexibility while you gain valuable experience in the finance sector.

The successful candidate for the Portfolio and Asset Management Intern at Momentus Capital should possess strong organizational skills, attention to detail, and good written and verbal communication abilities. Additionally, a willingness to learn new software systems, such as Salesforce and Egnyte, is important for your success in this role.

The Portfolio and Asset Management Intern position at Momentus Capital is a full-time internship that spans from June 2, 2025, to August 29, 2025. This timeline allows you to develop your skills during a significant period of hands-on experience in financial portfolio management.

When answering this question, highlight any relevant coursework, projects, or previous internships where you managed financial data. Discuss your familiarity with data management tools like Salesforce or Excel, and articulate your understanding of the importance of data accuracy in financial reporting.

In your response, detail the process you would follow: assess the current structure, identify redundancies, categorize files for easier navigation, standardize naming conventions, and ensure proper permissions are in place. Mention past experiences where you've successfully managed similar tasks.

Explain your approach to time management and prioritization, perhaps using a system like the Eisenhower Matrix. Share an example from a previous experience where you effectively managed multiple deadlines, emphasizing your organizational skills and ability to handle pressure.

Discuss the importance of communication and setting clear expectations in collaboration. Share a relevant example where you've worked with diverse teams, highlighting how you navigated different perspectives and ensured a seamless workflow.

Detail your proficiency with software systems relevant to the role, such as Microsoft Office, Google Suite, and any experience you've had with Salesforce or similar tools. Discuss specific tasks you’ve completed using these tools and how they’ve contributed to your efficiency.

In your answer, provide a specific example where you understood the importance of confidentiality. Explain the steps you took to ensure sensitive information remained secure, reinforcing your commitment to ethical handling of financial data.

Take this opportunity to share your passion for finance and how asset management aligns with your career goals. Discuss what aspects of the role excite you, such as the impact on communities or the development of economic mobility.

Communicate the importance of professionalism and approaching disagreements constructively. Share a personal experience where you navigated a similar situation, emphasizing active listening and seeking solutions collaboratively.

Highlight key skills such as attention to detail, analytical thinking, strong communication, and organizational abilities. You could also mention adaptability and a willingness to learn, as these are vital in a dynamic environment like Momentus Capital.

Demonstrate your commitment to ongoing learning by mentioning resources you use, such as industry publications, webinars, or networking events. Discuss how staying informed helps you bring valuable insights to the Portfolio and Asset Management team.