Job Description
Join Innovate Financial Group’s prestigious paid internship program in Charlotte, NC – the heart of America’s second-largest banking hub! This full-time, 12-week opportunity offers hands-on experience in financial analysis, client relationship management, and market research. Work alongside industry leaders in our downtown headquarters while receiving mentorship from top finance professionals. Competitive compensation includes hourly pay, performance bonuses, and potential full-time conversion. Perfect for rising juniors/seniors pursuing finance, economics, or business degrees. Start your finance career with us today!
Responsibilities
- Conduct financial modeling and market trend analysis for corporate clients
- Assist in preparing investment portfolios and client presentations
- Support relationship managers with client communications and meeting preparation
- Analyze financial data using Excel, Bloomberg Terminal, and proprietary software
- Research industry regulations and compliance requirements
- Collaborate on cross-departmental projects including risk assessment and forecasting
- Participate in weekly training sessions covering capital markets and wealth management
Qualifications
- Currently pursuing Bachelor’s degree in Finance, Economics, Business, or related field
- Minimum 3.2 GPA or equivalent academic standing
- Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, financial functions)
- Strong analytical skills with attention to detail
- Previous finance coursework or internship experience preferred
- Excellent verbal/written communication skills
- Ability to work in a fast-paced, team-oriented environment
- Authorization to work in the US required