Job Description
Join Denver Financial Partners, a leading wealth management firm, and gain hands-on experience in the dynamic finance industry. Our 12-week summer internship program offers unparalleled exposure to investment analysis, client relations, and financial planning. Work alongside industry professionals in our downtown Denver office while developing skills that will accelerate your career. This paid internship includes mentorship sessions, networking events, and a potential full-time conversion opportunity.
Responsibilities
- Assist senior advisors with portfolio analysis and market research
- Create financial models and performance reports using Excel and Bloomberg Terminal
- Support client communication through email and phone correspondence
- Participate in investment committee meetings and prepare meeting materials
- Contribute to client onboarding processes and document preparation
- Analyze economic trends and their impact on client portfolios
- Develop presentations for client meetings and internal training sessions
Qualifications
- Currently pursuing a Bachelor's or Master's degree in Finance, Economics, or Business
- Minimum 3.5 GPA with coursework in accounting, investments, or statistics
- Proficiency in Microsoft Excel (pivot tables, VLOOKUP, financial functions)
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Ability to work independently and in team environments
- Previous internship or academic finance experience preferred
- Active Series 63/65/66 study commitment (or willingness to pursue)