Job Description
Join our dynamic finance team at Valley Financial Partners and gain hands-on experience in the heart of California's Central Valley. This paid internship offers unparalleled exposure to corporate finance operations, investment analysis, and client portfolio management in a collaborative, mentor-driven environment. Perfect for ambitious students pursuing careers in finance, accounting, or business administration.
Responsibilities
- Assist senior analysts with financial modeling and valuation projects
- Prepare monthly financial statements and variance analysis reports
- Conduct market research and competitor analysis for investment opportunities
- Support budgeting and forecasting processes across departments
- Manage and reconcile client investment portfolios using Bloomberg terminals
- Participate in client meetings and prepare presentation materials
- Automate reporting processes using Excel and Power BI
Qualifications
- Currently pursuing Bachelor's degree in Finance, Accounting, Economics, or Business
- Minimum 3.0 GPA with coursework in corporate finance or accounting
- Proficient in Microsoft Excel (VLOOKUP, pivot tables, financial functions)
- Basic understanding of financial statements and valuation methodologies
- Strong analytical skills with attention to detail
- Excellent written and verbal communication abilities
- Available for 20-30 hours/week during summer semester
- Previous internship experience preferred but not required