Job Description
Join Tulsa Financial Partners as a Finance Intern and kickstart your career in finance! We're seeking motivated students for an immediate 6-month internship in our downtown Tulsa office. Gain hands-on experience in financial modeling, market analysis, and client reporting while working alongside industry professionals. This paid internship offers flexible hours and potential for full-time conversion.
About Us: Tulsa Financial Partners is a leading wealth management firm serving Oklahoma since 2005. We provide personalized financial solutions to high-net-worth individuals and small businesses.
Responsibilities
- Assist in preparing financial models and valuation analyses for client portfolios
- Conduct market research and industry trend analysis for investment recommendations
- Create financial reports and presentation materials for senior advisors
- Support month-end closing processes and account reconciliations
- Participate in client meeting preparation and data compilation
- Monitor regulatory compliance updates affecting financial products
- Collaborate with the investment team on portfolio optimization strategies
Qualifications
- Currently pursuing Bachelor's degree in Finance, Accounting, Economics, or related field
- Minimum 3.0 GPA preferred
- Advanced proficiency in Excel (pivot tables, VLOOKUP, financial functions)
- Basic understanding of investment vehicles and capital markets
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- Available to work 20-25 hours per week during academic term
- US citizenship or work authorization required