Host Organization: Rogers Investment Advisors
Organization Profile: RIA through its Wolver Hill affiliates in Japan, Hong Kong, and US offers a range of alternative and traditional investment products in various geographies: globally, in Asia, and in Japan.
Our award-winning team uniquely combines decades of buy-side and sell-side experience in Trading, Operations, Hedge Funds, Prime Brokerage and Asset Management. This enables us to have a critical understanding of various traditional and alternative investment strategies (from Hedge Funds to Private Equity, Venture, and Real Estate etc.) and of key relationships for alternative investment managers. Our differentiated backgrounds have been key factors in our track record of outperformance.
Internship format: Virtual/Remote
Work description: The “virternship” will consist of a number of projects and a seminar on Finance for Alternative Strategies (FASt). The projects include research on performance of alternative investment strategies in various market cycles, portfolio construction, analysis of historical data, and market opportunity assessments. The seminar covers the basics of finance necessary to understand alpha creation and the principles of investment and trading strategies.
We view our interns as true team members and aim to ensure that they are given real and challenging opportunities to assist the growth of our business. Our virtual interns get to join our Zoom team meetings and get to interact with our team on a variety of projects and discussions.
The hedge fund / private equity industry (particularly in Asia) rarely takes interns – particularly virtual ones – as alternative investment management firms are typically small teams that require extensive experience. This is a rare opportunity for a highly motivated person to gain an accurate overview of the alternative investment industry as well as to gain critical insights into the investment allocation process that underpins the selection, analysis and construction of a successful institutional investment portfolio.
Number of Opening(s): 2 or 3
Work Hours and Internship Start/End Dates (Monday to Friday, April 12 - June 4, 2021 OR June 21– August 13, 2021): Full time/five days a week
Local Language: Japanese
Not required: Local language is not required, but fluency in Japanese and/or Mandarin Chinese is a plus.
Additional desired intern qualifications: Working knowledge of Excel (Pivot tables,fomulas) is a requirement. Knowledge of VBA and R is an advantages but not a requirement.
- Internship duration must be at least 8 weeks full-time (35+ hours/week) in a non-academic quarter (Flex Term).
- Students must have been enrolled in classes for two quarters before they are eligible to participate in full-time Stanford-funded opportunities during a Flex Term. Therefore, these types of opportunities will only be available in Spring and Summer Quarter.
- Students must have completed two full-time enrolled quarters this academic year by the time their internship opportunity begins, but these quarters do not have to be consecutive.
- Students can only participate in the program by taking a Flex Term during the internship experience.
- Students are not eligible to participate in the Program while on a Leave of Absence (Please review this video for an explanation of a Flex Term vs. a Leave of Absence and consult this page for a planning tool for your Term Options).
- International students must consult with Bechtel before attempting to take a Flex Term without previous three quarters of full-time enrollment.
- A student may not be funded for more than one full time project in the 2020-21 academic year.
- This position is open to freshmen, sophomores, juniors, seniors, and coterms who are undergraduates in all majors, including undeclared. Coterm students must still have undergraduate status. Graduate students in the Center for East Asian Studies and East Asian Languages and Cultures are also eligible to apply, but only for the summer quarter.
- Participants must be current Stanford students during the internship period. Seniors must postpone graduation paperwork until the internship ends, but may participate in commencement. For summer graduation requirements, including details regarding enrollment requirements and information about participation in the June commencement ceremonies, students should contact their major department's student services office and Registrar's Office for graduation quarter petition.
- Preferably, before beginning their internships, selected candidates should have taken at least one course regarding the internship region. The course can be taken in the quarter prior to the internship.
For more internship positions provided by the Stanford Global Studies Internship Program, please see our internship listing.
Each applicant can apply for a maximum of two program-arranged positions. If you apply more than two positions, we will only accept the first two applications based on the time of your submission.
For more information, please see Eligibility and Stipend.