Get new similar jobs by email for
Financial Analyst Intern
The internship is designed to teach and expand your knowledge on the running of a business, legal, compliance, operations, and portfolio analysis.
You will learn the retirement industry from the ground up. We use value based on asset based valuations (reproduction and liquidation value). Design portfolios using Modern Portfolio Theory (MPT), computer screening analysis, asset allocation modeling, ETF, Fund, Stock and bond research, and portfolio management. Update corporate business plan using Excel and Discounted Cash Flow Analysis.
Assist with Legal and compliance support
Assist developing cash flow analysis with custom retirement planning software
Prepare asset allocations for client or 401k investment strategies
Work with advisors to prepare custom retirement plans or investment strategies
Work in direct collaboration with advisors and executive management, influence strategic decision-making
Ad hoc financial analysis as needed
This position is perfect for a student with a major in Finance, who is looking to get some great experience. We can work around your school schedule.
The position is open immediately. The hours are part time AND full time VERY flexible between 6 AM and 8 PM. This is an entry level position that starts at $8 per hour.
This position is an internship and pays $8 to start. Please submit your information, resume, AND cover letter in Word or PDF format in the following link.
Submit Resume and Apply by using the following link:
Please use the link above to apply or email your resume to email@example.com.
If you would like to speak to someone about the position please call Erik Larsen our National Training Director at (858) 345-4434.