What are the responsibilities and job description for the 2026 Internships, Investment Roles position at Carlson Capital, L.P.?
About Company
At Carlson Capital, L.P., our core mission is to provide our investors with a return that combines the low-risk profile of fixed-income assets with the growth potential inherent in equity investments. We achieve this balance through our strategic application of non-directional, relative value investment approaches.
As a registered investment advisor headquartered in Dallas, Texas since 1993, our firm has been a beacon of empowerment for investment professionals. If you’re eager to contribute your visionary ideas and make a meaningful difference, we encourage you to apply. Discover the opportunities that await you in a workplace that thrives on cooperative spirit and vibrant dynamism. Let’s shape the future of investing together.
About The Opportunities
Our internships last 13 weeks and are based in our headquarters in Dallas, Texas. We do not expect to start interviews until January of 2026 for the summer of 2026. Our investment internship roles could include positions in either our Equity Relative Value (EqRV) strategy, our Corporate Catalyst strategy, or within our Alpha Capture team. Interns will work directly with an Equity Sector Specialist or with senior managers in Alpha Capture. All roles will require skills in financial modeling, market data analysis, and most importantly, interpersonal communication skills. These internships are designed for those graduating in 2027 from a well-respected business or math program at a major four-year university.
Unfortunately, these positions are not eligible for Visa sponsorship.
Minimum Qualifications
At Carlson Capital, L.P., our core mission is to provide our investors with a return that combines the low-risk profile of fixed-income assets with the growth potential inherent in equity investments. We achieve this balance through our strategic application of non-directional, relative value investment approaches.
As a registered investment advisor headquartered in Dallas, Texas since 1993, our firm has been a beacon of empowerment for investment professionals. If you’re eager to contribute your visionary ideas and make a meaningful difference, we encourage you to apply. Discover the opportunities that await you in a workplace that thrives on cooperative spirit and vibrant dynamism. Let’s shape the future of investing together.
About The Opportunities
Our internships last 13 weeks and are based in our headquarters in Dallas, Texas. We do not expect to start interviews until January of 2026 for the summer of 2026. Our investment internship roles could include positions in either our Equity Relative Value (EqRV) strategy, our Corporate Catalyst strategy, or within our Alpha Capture team. Interns will work directly with an Equity Sector Specialist or with senior managers in Alpha Capture. All roles will require skills in financial modeling, market data analysis, and most importantly, interpersonal communication skills. These internships are designed for those graduating in 2027 from a well-respected business or math program at a major four-year university.
Unfortunately, these positions are not eligible for Visa sponsorship.
Minimum Qualifications
- Candidates for a BBA in Finance, Accounting or Economics or candidates studying for a B.S. or B.A in Applied Mathematics.
- Strong organizational and time management skills.
- Excellent communication and interpersonal skills with the ability to succinctly summarize large volumes of financial data into written investment memos.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Knowledge of Factset and Bloomberg.
- Interns for the Alpha Capture teams will need to know Python and have knowledge of enterprise repository tools and data modeling tools as well as a current understanding of LLM's and AI in the investment realm.
- Maintain decision support tools, including forecasts and valuation models.
- Monitor sector positions for changes from the original investment catalyst or theme.
- Assist in the development of catalyst themes based on original research.
- Write and share investment memos with the team based on new information and market developments.
- Interns in the Alpha Capture team will work with data extraction tools and Carlson proprietary tools to assist our investment team.