Job Description
Join Crescent Financial Partners' dynamic finance team in the heart of New Orleans! We're seeking ambitious interns to support our investment portfolio management, client advisory services, and market research initiatives. This hands-on role offers exposure to real-world financial modeling, portfolio analysis, and client reporting in a collaborative, growth-oriented environment. Perfect for students pursuing finance, accounting, or economics degrees.
Responsibilities
- Analyze financial statements and market trends to support investment decisions
- Assist in building and maintaining financial models using Excel and Bloomberg Terminal
- Prepare client reports and presentations on portfolio performance
- Conduct industry research and competitive analysis for emerging markets
- Support the team in budgeting and forecasting processes
- Participate in client meetings and internal strategy sessions
- Contribute to quarterly compliance and risk assessment reviews
Qualifications
- Currently pursuing a Bachelor's degree in Finance, Accounting, Economics, or related field
- Strong proficiency in Microsoft Excel (pivot tables, VLOOKUP, data modeling)
- Basic understanding of financial markets and investment principles
- Excellent analytical and problem-solving skills
- Ability to work independently and collaboratively in a fast-paced environment
- Attention to detail and accuracy in financial reporting
- Strong written and verbal communication skills
- Available for 15-20 hours per week during the academic year