Job Description
Join our dynamic finance team at Capital Wealth Management and jumpstart your career in wealth management! We're seeking motivated finance interns to support our financial analysts with real-world projects in portfolio analysis, market research, and client reporting. This is an immediate opportunity to gain hands-on experience in a fast-paced environment while working alongside CFP-certified professionals. Why Intern With Us? • Mentorship from industry veterans • Exposure to high-net-worth client portfolios • Opportunity to contribute to $500M+ investment strategies • Flexible scheduling accommodating student schedules
Responsibilities
- Assist in preparing financial models and valuation analyses for equity and fixed-income securities
- Research market trends and economic indicators to inform investment recommendations
- Support client reporting through portfolio performance tracking and compliance documentation
- Conduct industry and competitor analysis for asset allocation strategies
- Collaborate on quarterly client portfolio reviews and market commentary
- Maintain and update financial databases using Excel and Bloomberg Terminal
- Participate in cross-departmental meetings to understand holistic financial planning
Qualifications
- Currently pursuing Bachelor's degree in Finance, Accounting, Economics, or related field
- Strong proficiency in Microsoft Excel (VLOOKUP, PivotTables, financial functions)
- Basic knowledge of investment principles and financial markets
- Excellent analytical skills with attention to detail
- Ability to maintain confidentiality in client financial matters
- Available for 15-20 hours/week during business hours
- Previous internship or academic finance project experience preferred
- Strong written and verbal communication skills