About Serenity Capital Advisors
Founded in 2024, Serenity Capital Advisors is an SEC-registered investment advisory firm providing clients with a family office–style service model. We go beyond traditional wealth management by integrating investment management, financial planning, estate planning, tax strategy, education, and more — all delivered with an elevated level of personal attention. With over 25 years of combined experience, Serenity is committed to disciplined investing, holistic planning, and a client-first culture.

Position Overview
We are seeking a motivated and detail-oriented Junior Portfolio Analyst to join our investment team as part of an internship or co-op program. This position offers a unique opportunity for college students pursuing a degree in Business, Finance, Economics, or related fields to gain hands-on experience in portfolio management, investment research, and client service operations.

The Junior Portfolio Analyst will assist in conducting research, monitoring markets, evaluating investment opportunities, and supporting the development of customized client portfolios. This role is ideal for students eager to learn and contribute to Serenity’s risk-aware, long-term investment philosophy while building practical skills for a future career in financial services.

Key Responsibilities

• Conduct market, sector, and security-specific research to support investment decisions.
• Assist in monitoring client portfolios, performance reporting, and rebalancing strategies.
• Support the preparation of investment commentary, charts, and client-facing materials.
• Participate in internal investment team discussions and contribute insights.
• Gain exposure to Serenity’s holistic, family office–style wealth management approach.
• Provide light operational support as needed to ensure smooth portfolio management processes.

Qualifications

• Current college student pursuing a degree in Finance, Business, Economics, or related fields.
• Strong analytical and quantitative skills, with attention to detail.
• Interest in investment management, financial markets, and portfolio construction.
• Proficiency with Microsoft Excel, PowerPoint, and financial research tools (Bloomberg, YCharts,
  or FactSet experience a plus, but not required).
• Strong written and verbal communication skills.
• Ability to work collaboratively in a professional team environment.
  Why Join Serenity?
• Gain hands-on experience in portfolio analysis and investment research.
• Learn directly from experienced advisors in an SEC-registered RIA.
• Exposure to a differentiated family office–style service model that goes beyond traditional
  financial advising.
• Flexible internship/co-op schedule to accommodate academic commitments.
• Opportunity for professional growth and potential long-term career opportunities for
  outstanding candidates.

Compensation: Hourly compensation commensurate with experience.