Job Description
Join our dynamic finance team at Pacific Wealth Advisors and gain hands-on experience in investment analysis and portfolio management. This paid internship offers mentorship from industry experts while contributing to real client projects in San Diego's thriving financial district.
Responsibilities
- Support portfolio managers through market research and financial modeling
- Analyze quarterly performance reports and investment trends
- Assist in preparing client presentations and investment proposals
- Conduct industry research using Bloomberg Terminal and other financial tools
- Participate in cross-departmental financial planning initiatives
- Help maintain compliance documentation and audit trails
- Shadow client meetings to understand wealth management strategies
Qualifications
- Pursuing Bachelor's degree in Finance, Economics, Accounting, or related field
- Strong proficiency in Microsoft Excel (VLOOKUP, PivotTables)
- Basic understanding of investment vehicles and capital markets
- Detail-oriented with exceptional analytical problem-solving skills
- Ability to work independently in a fast-paced environment
- Excellent written and verbal communication abilities
- Available for 20+ hours/week during academic semesters