Job Description
Join Charlotte Financial Partners, a leading investment firm in the Southeast, for an immersive finance internship opportunity. Gain hands-on experience in financial modeling, market analysis, and portfolio management while working alongside industry experts. This paid internship offers mentorship, networking events, and potential for full-time conversion.
Our dynamic team values innovation and professional growth. You'll contribute to real-world projects supporting our equity research and asset management divisions. Located in Charlotte's bustling financial district, you'll experience the city's thriving finance ecosystem.
Responsibilities
- Assist senior analysts in building financial models and valuation frameworks
- Conduct market research and industry trend analysis for investment opportunities
- Prepare detailed financial reports and presentation materials for client meetings
- Support portfolio performance tracking and risk assessment initiatives
- Participate in cross-departmental projects to enhance financial decision-making
- Collaborate with team members to develop investment theses and recommendations
Qualifications
- Currently pursuing Bachelor's or Master's degree in Finance, Economics, Accounting, or related field
- Strong proficiency in Microsoft Excel (pivot tables, VLOOKUP, financial functions)
- Basic understanding of financial statements and valuation methodologies
- Excellent analytical skills with attention to detail
- Ability to work independently and manage multiple deadlines
- Strong written and verbal communication skills
- Previous internship or relevant coursework in finance preferred