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
The “vinternship” will consist of a number of projects and a seminar on Finance for Alternative Strategies (FASt).
The tasks are mostly related to maintaining data, preparing marketing materials, doing news briefings, etc. 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 Finance for Alternative Strategies (FASt) 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, during their gap year.
Number of Opening(s): 2 or 3
Work Hours and Internship Start/End Dates: (Monday to Friday, June 20– August 12, 2022): Full time/five days and 35-40 hours a week. Flexible, with an overlap with Asian trading hours
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, formulas) is a requirement.
Knowledge of VBA and R is an advantages but not a requirement.
- You need to log in with your SUNet ID at the upper right corner on the application platform before you can start the application process.
- Preference is given to undergraduate students majoring in East Asian Studies.
- For summer 2022, proof of vaccination will be required for all undergraduate travel, with no exceptions. The final decision to proceed with the international learning opportunities is dependent upon factors such as a continued decline in case numbers and increase in vaccinations in specific locations. Policies regarding travel (domestic or international) and international internships will be updated as University policies evolve. Visit Health Alerts for Stanford travelers for the most current travel guidance and restrictions due to COVID-19.
- Travel Reservations Requirement: All interns are required to utilize Stanford Travel, a centralized booking program, when booking air fare, hotels, or rental cars for their internship experiences.
- Students must be enrolled at Stanford in the quarter when they apply for an internship opportunity (Winter), and will need to be enrolled in undergraduate study in the quarter when grant funding is disbursed (Spring). Applicants participating in off-campus Stanford programs are welcome to apply, but it is the responsibility of the applicant to compile, collate, and submit a complete application.
- Internship participants must certify that they are in good academic standing, and may not participate in the program or receive or retain internship stipends if they are on suspension.
- International students must consult with Bechtel about interning in the U.S. or abroad in the summer.
- The Program is open to all undergraduate students. Seniors and coterm students are eligible as long as they do not confer their undergraduate degrees until after they complete their internships to remain eligible.
- Participants must be current Stanford students during the internship period. Graduating 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.
- Interns must commit to full-time work (a minimum of 35 hours per week) for at least 8 weeks.
- To be eligible for a stipend, students must maintain health insurance for the duration of their 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 positions within the program. If you apply more than two positions, we will only accept the first two applications based on the time of your submission.
Stanford reserves the right to cancel or modify any award before or during the internship for any reason, including natural disasters, emergencies, or compliance with the University travel policy at healthalerts.stanford.edu.
For more information, please see Eligibility and Stipend.