Job Description
Join Capital Financial Partners' dynamic finance team and gain hands-on experience in investment analysis, portfolio management, and financial modeling. This paid internship offers mentorship from industry experts and direct exposure to client-facing projects. Perfect for ambitious students seeking to build foundational finance skills in Sacramento's growing business district.
Responsibilities
- Assist senior analysts with market research and financial data compilation
- Support portfolio performance tracking and reporting
- Create financial models using Excel and industry software
- Prepare client presentations and investment summaries
- Participate in team meetings and client calls
- Conduct industry trend analysis and competitor benchmarking
- Maintain accurate financial databases and documentation
Qualifications
- Pursuing Bachelor's degree in Finance, Accounting, Economics, or related field
- 3.0+ GPA with coursework in corporate finance or investments
- Proficiency in Microsoft Excel (VLOOKUP, PivotTables)
- Strong analytical and quantitative reasoning skills
- Excellent written and verbal communication abilities
- Ability to work independently and meet deadlines
- Basic knowledge of financial markets and instruments
- Previous internship or relevant coursework preferred