Job Description
Join River City Financial Partners, a leading Sacramento-based wealth management firm, for a transformative Finance Internship. Gain hands-on experience in portfolio analysis, client reporting, and market research while working alongside industry experts. This paid internship offers mentorship, networking opportunities, and real-world exposure to financial planning and investment strategies.
Responsibilities
- Assist senior advisors with portfolio performance analysis and market research
- Prepare client financial reports and investment summaries using Excel
- Support compliance documentation and regulatory filings
- Participate in quarterly client meetings and portfolio reviews
- Conduct industry trend analysis and competitor research
- Support financial modeling for client scenarios
- Collaborate on marketing materials for financial products
Qualifications
- Currently pursuing Bachelor's degree in Finance, Accounting, Economics, or related field
- Strong proficiency in Microsoft Excel (VLOOKUP, PivotTables, formulas)
- Basic understanding of financial markets and investment vehicles
- Excellent analytical and problem-solving skills
- Ability to handle confidential information with discretion
- Strong written and verbal communication skills
- Available 20-25 hours per week for 3+ months
- 0-1 years of relevant internship or academic experience