Job Description
Join our dynamic finance team at Pacific Wealth Management Group and kickstart your career in the heart of Long Beach's thriving financial district. This internship offers unparalleled exposure to investment strategies, client portfolio management, and market analysis in a fast-paced environment. You'll work alongside seasoned financial advisors while developing practical skills that bridge academic theory with real-world applications. Our collaborative culture emphasizes mentorship, innovation, and professional growth, making this the perfect launchpad for aspiring finance professionals.
Responsibilities
- Assist senior advisors with financial statement analysis and valuation models
- Support client portfolio monitoring and performance reporting
- Conduct market research and industry trend analysis
- Prepare investment proposals and client presentations
- Utilize financial software (e.g., Bloomberg Terminal, Excel) for data analysis
- Participate in client meetings and financial planning discussions
- Contribute to quarterly financial reports and investment strategy documents
Qualifications
- Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, or related field
- Strong academic standing (GPA 3.3+ preferred)
- Proficient in Microsoft Excel (VLOOKUP, PivotTables, financial functions)
- Basic knowledge of investment principles and financial markets
- Excellent analytical and problem-solving abilities
- Strong written and verbal communication skills
- Detail-oriented with high level of accuracy in data handling
- Available to commit 15-20 hours/week for 3+ months