Daily tasks for Client Service and Portfolio Implementation; includes next-day trade checks.
Own a summer project to present at internship end.
Help create and maintain procedures.
Attend weekly stock selection group meetings; evaluate investments.
Other duties as needed.

🎯 Requirements

Current freshman or sophomore in finance/economics/business major.
Genuine interest in investing; basic knowledge of markets.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Able to work independently and in teams in fast-paced setting.
Proficient with Microsoft Office suite.

🎁 Benefits

Medical, dental, vision and prescription coverage.
Paid time off, 401(k) and profit sharing.
Tuition reimbursement and commuter benefits.
Volunteer programs and wellness benefits.

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