Summer Analyst (Undergraduate)

New York, NY
Internship
Investment
Student (College)
Company Information

Waterfall Asset Management, LLC is an SEC-registered alternative investment manager focused on 
specialty finance opportunities within asset-backed credit, whole loans, real assets, and private 
equity. Waterfall was founded in 2005 by Tom Capasse and Jack Ross, two individuals who were early 
leaders of the ABS industry, and who together have over 60 years of proven ABS/Loan credit 
analysis, trading, banking, and servicing experience. Waterfall seeks to provide its client a 
compelling risk/return profile which is generally uncorrelated to most traditional investment 
opportunities. Waterfall is headquartered in New York, with additional offices in London and 
Dublin. As of December 31, 2025, Waterfall approximately $12.4 billion in assets under management.

Summer Analyst Objectives

As an intern at Waterfall, you will get the opportunity to immerse yourself in the dynamic world of 
investment management. During the 10-week summer internship program, we will surround you with 
challenging projects and opportunities to grow and learn. We’ll help connect you with mentors and a 
network of colleagues throughout the firm that will help you develop your professional skills and 
support you during your time at Waterfall. The internship starts with a firm orientation and robust 
training program, where summer analysts will be trained in debt cash flow modeling, bond math, and 
participate in structured credit classes introducing various asset-backed and mortgage-backed 
securities. As a summer analyst you will get the opportunity to rotate through two strategies 
within the firm, gaining transaction experience and a thorough understanding of each.

Summer Analysts Opportunities:
  • Two 4-week rotations across the firm’s various investment verticals, including:
    • Private Credit,
    • CRE Loans,
    • CRE Equity,
    • ABS/CMBS/RMBS Trading,
    • Residential Whole Loan Trading,
    • Or HY Corporate Credit Trading.
  • Work with senior portfolio managers and investment teams on all aspects of the investment process, including conducting due diligence, transaction modeling, underwriting, investment memo  creation, and trade or deal execution.
  • As a final project, present an investment opportunity from a list of live, real-time opportunities with full underwrite to the firm’s Investment Committee (including firm Partners and Managing Partners)

Qualifications and Education Requirements
  • You are pursuing an undergraduate degree with an expected graduation date between December 2027 and June 2028
  • Minimum 3.75 GPA
  • Strong analytical & quantitative skills
  • Knowledge of finance & capital markets and have an interest in finance
  • Ability to perform in a dynamic, rapidly changing environment
  • Strong interpersonal and excellent verbal and written communication skills
  • Self-starter with the ability to multi-task and drive projects to completion
  • Motivated, passionate, team player that displays future leadership capabilities
  • Excellent time management skills with ability to meet deadlines
  • Experience with coding languages, preferred not required
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