Description:
This is a paid internship program (30-40 hours/week) and a great opportunity for individuals looking to gain experience in a professional environment. This role is ideal for someone looking for authentic exposure to the financial industry at a nationally recognized registered investment advisory.
Primary Responsibilities
- Shadow and participate in various types of client presentations
- Utilize CRM and financial planning software systems
- Shadow and assist Financial Advisors with preparation of financial documents and performance reports
- Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, Riskalyze, etc.
- Utilize back-end portfolio management software to assist in the organization of account linkups and portfolio maintenance
- Participate and present in Investment Committee and portfolio subcommittee meetings
- Learn about and participate in portfolio optimization, rebalancing, and backtesting
- Conduct independent research and build spreadsheets for financial planning opportunities
- Work with a team virtually to create a financial planning project or investment research project
- Other duties as assigned.
Required Qualifications
- Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
- Majoring in Communications, Marketing, Finance or related business degree
- Be proficient in Microsoft Office Applications, experience with Salesforce preferred
- Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience