Job Description
Join Oakland Financial Partners and accelerate your finance career through our hands-on internship program! We're seeking motivated students to gain real-world experience in investment analysis, portfolio management, and financial modeling. Work alongside industry experts in our downtown Oakland office while contributing to impactful projects for our diverse client portfolio.
This 12-week paid internship offers mentorship, networking opportunities, and direct exposure to capital markets operations. Perfect for finance/economics majors seeking practical experience in a dynamic, growth-oriented environment.
Responsibilities
- Support senior analysts in financial modeling and valuation projects
- Assist with market research and industry trend analysis
- Prepare client reports and investment presentations
- Contribute to portfolio performance tracking and benchmarking
- Participate in financial data analysis using Excel and Bloomberg terminals
- Support quarterly reporting processes and compliance documentation
- Attend team meetings and contribute to strategic discussions
Qualifications
- Currently pursuing Bachelor's or Master's in Finance, Economics, Accounting, or related field
- Strong analytical skills with attention to detail
- Proficiency in Microsoft Excel (pivot tables, VLOOKUP, financial functions)
- Basic understanding of financial markets and investment principles
- Excellent written and verbal communication skills
- Ability to work independently and collaboratively in fast-paced environment
- Available 20-25 hours/week for 12-week commitment
- Must be authorized to work in the US