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Finance internship jobs in Aliso Viejo, CA - 407 jobs

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  • Financial Analyst

    RETS Associates

    Finance internship job in Irvine, CA

    RETS Associates has been retained by well-known private developer to recruit for a Financial Analyst based in Irvine, CA. The Analyst will support management in the evaluation and execution of ground-up development and investment opportunities while assisting with ongoing regional operations and strategic initiatives. Responsibilities Analyze markets and identify development and acquisition opportunities Build and evaluate financial models (cash flow, IRR, waterfalls, exit scenarios) Support due diligence efforts and assist with PSA and legal document review Prepare investment committee materials, business plans, and presentations Assist with lease structuring, construction financing, joint ventures, and capital raises Track budgets, proformas, and development costs; analyze forecast vs. actual results Participate in entitlement processes and construction coordination Maintain regional market data and provide insights on market conditions Collaborate cross-functionally with design, construction, accounting, legal, and finance teams Qualifications Bachelor's degree required; Master's or MBA preferred 2-3 years of experience in real estate development, finance, capital markets, or brokerage Strong financial modeling and analytical skills Proficiency in Excel, Word, PowerPoint; basic ARGUS knowledge Detail-oriented, adaptable, and effective in a fast-paced environment Willing to travel up to 25%
    $59k-88k yearly est. 3d ago
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  • CRE Financial Analyst - Multifamily Investment Brokerage

    The Mogharebi Group

    Finance internship job in Costa Mesa, CA

    NO OUT OF STATE CANDIDATES PLEASE - YOU MUST LIVE WITHIN A COMMUTABLE DISTANCE TO COSTA MESA, CA - THIS IS AN ON-SITE POSITION. THANK YOU. At The Mogharebi Group (TMG), we take a partnership approach to our work, prioritizing understanding our clients' businesses and goals before developing tailored solutions. Our focus is on building long-term relationships and value creation, not just transactions. Through leveraging TMG's shared knowledge, clients sell and purchase multifamily assets with certainty. Role Description We are seeking a skilled Multifamily Commercial Real Estate Financial/Investment Analyst /Underwriter to join our team. In this position, you will play a crucial role in analyzing real estate investments and providing valuable insights to support our Sales Advisors in the representation of Multifamily property owners. Responsibilities: - Evaluate financial performance of multifamily real estate assets - Collaborate with the team to assess potential real estate acquisitions and dispositions - Analyze loan processing and underwriting procedures - Utilize financial acumen to interpret and present data effectively - Collect, organize, and maintain data related to real estate investments - Generate reports and presentations on financial analysis findings Experience: The ideal candidate must possess the following skills: - 2+ years' on-the-job experience evaluating and underwriting Multifamily properties (this is critical) - Experience valuating market rate deals with some affordable knowledge a plus - Strong mathematical and Excel skills - Proficiency in quantitative research techniques - Familiarity with underwriting processes from the brokerage side - Solid financial acumen and understanding of financial concepts - Ability to collect and analyze data for informed decision-making Experience in Affordable Housing programs and how they affect financial analysis, LIHTC, SEC. 8, HUD, TCAC, HAP, etc., is a plus! Joining our team as a skilled Real Estate Analyst on the brokerage side offers an exciting opportunity to work in a dynamic environment where your analytical skills will be valued and further developed. Benefits: 401(k) Health, dental and vision insurance 15 days paid time off, 10 holidays observed Weekly Schedule: 1 day remote, 4 days in-office in Costa Mesa, CA
    $59k-88k yearly est. 3d ago
  • Technical Financial Analyst

    Milestone Technologies, Inc. 4.7company rating

    Finance internship job in Long Beach, CA

    Milestone Technologies is a global IT managed services firm that partners with organizations to scale their technology, infrastructure and services to drive specific business outcomes such as digital transformation, innovation, and operational agility. Milestone is focused on building an employee-first, performance-based culture and for over 25 years, we have a demonstrated history of supporting category-defining enterprise clients that are growing ahead of the market. The company specializes in providing solutions across Application Services and Consulting, Digital Product Engineering, Digital Workplace Services, Private Cloud Services, AI/Automation, and ServiceNow. Milestone culture is built to provide a collaborative, inclusive environment that supports employees and empowers them to reach their full potential. Our seasoned professionals deliver services based on Milestone's best practices and service delivery framework. By leveraging our vast knowledge base to execute initiatives, we deliver both short-term and long-term value to our clients and apply continuous service improvement to deliver transformational benefits to IT. With Intelligent Automation, Milestone helps businesses further accelerate their IT transformation. The result is a sharper focus on business objectives and a dramatic improvement in employee productivity. Through our key technology partnerships and our people-first approach, Milestone continues to deliver industry-leading innovation to our clients. With more than 3,000 employees serving over 200 companies worldwide, we are following our mission of revolutionizing the way IT is deployed. Job Overview Senior Business Intelligence Analyst - IT Application Support Overview: You will interface with the Clients IT staff on a regular basis. This requires you to be onsite at client location M-F. This role provides production support for enterprise applications and databases, focusing on financial and operational reporting. This role ensures system stability, data integrity, and seamless integration across SAP Business By Design, SAP Concur, N4, N4 Billing, OAS, and Microsoft SQL Server/Oracle databases. The analyst monitors system performance, troubleshoot issues, validates data flows, and supports workflows impacting billing, tariffs, demurrage, and guarantees. By maintaining reliable systems and accurate reporting, the analyst enables informed decision-making and efficient business operations. Key Responsibilities: Strong analytical and problem-solving skills with attention to detail. Excellent communication skills and ability to work collaboratively in a team environment. · Monitor system performance using application and infrastructure dashboards, proactively resolving issues. · Manage incidents, service requests, and changes via Jira Service Desk or similar ITSM tools, ensuring accurate documentation. · Create and update technical documentation in Confluence, including runbooks, procedures, and system references. · Administer applications in a Windows Server environment, including service restarts and component troubleshooting. · Perform software upgrades, patches, and maintenance, following vendor guidance and change management procedures. · Support processes involving terminal and line tariffs, demurrage, and guarantees, particularly as they affect billing. · Conduct root cause analysis, log review, and post-incident reporting to improve system stability. · Ensure reliable data flows and integrations across ERP, billing, and reporting systems. Requirements Bachelor's Degree required Should be strong in BI publisher. Experience in oracle SQL/PL SQL Experience in writing SQL queries. Should be able to work on Packages, Functions and Procedures. Ability to manage client conversations and meetings Should have 5-10 years' experience in SQL, SAP, billing Compensation Estimated Pay Range: 77400.00-90000.00 per year Exact compensation and offers of employment are dependent on circumstances of each case and will be determined based on job-related knowledge, skills, experience, licenses or certifications, and location. Our Commitment to Diversity & Inclusion At Milestone we strive to create a workplace that reflects the communities we serve and work with, where we all feel empowered to bring our full, authentic selves to work. We know creating a diverse and inclusive culture that champions equity and belonging is not only the right thing to do for our employees but is also critical to our continued success. Milestone Technologies provides equal employment opportunity for all applicants and employees. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, gender, gender identity, marital status, age, disability, veteran status, sexual orientation, national origin, or any other category protected by applicable federal and state law, or local ordinance. Milestone also makes reasonable accommodations for disabled applicants and employees. We welcome the unique background, culture, experiences, knowledge, innovation, self-expression and perspectives you can bring to our global community. Our recruitment team is looking forward to meeting you.accommodations for disabled applicants and employees. We welcome the unique background, culture, experiences, knowledge, innovation, self-expression and perspectives you can bring to our global community. Our recruitment team is looking forward to meeting you.
    $61k-98k yearly est. 1d ago
  • Summer Tax/Audit Internship

    Talley LLP 3.7company rating

    Finance internship job in Orange, CA

    Intern Success Profile - Tax/Audit Internship Company: Talley LLP Talley seeks motivated Tax/Audit Interns who bring curiosity, a positive attitude, and critical thinking to a fast-paced, entrepreneurial environment. We welcome well-rounded candidates eager to grow into future leaders of the firm. Program Structure & Commitment Duration: 8-week, in-person only program (June-July) Rotation: 4 weeks in Tax and 4 weeks in Audit, providing broad technical exposure Schedule: 20 hours/week on Tuesdays, Wednesdays, and Thursdays Career Pathway: High rate of full-time offers extended to successful interns Qualifications Junior/Senior standing; graduating between May-Summer preferred Pursuing Bachelor's in Accounting; minimum 3.0 major GPA Completed Intermediate Accounting course by start of internship preferred Capable and willing to learn more about the firm and profession Ability to work independently and in a team while managing multiple tasks Strong verbal/technical written communication and teamwork skills Relevant work experience a plus but not required Work Authorization: U.S. Citizen or Permanent Resident Internship Benefits Hands-on client work in both Tax and Audit Entrepreneurial environment with meaningful contributions Deeper insight into the world of public accounting across multiple disciplines Pathway to join the Talley team post-internship Paid for hours worked About the Firm Talley, LLP and its affiliated entities (Talley Law Group, Talley Capital Group, and Talley Client Accounting Services) provide full-service financial, tax, legal, and consulting solutions tailored to entrepreneurially driven businesses and high-net-worth individuals. Founded in 1989, Talley has grown into a leading boutique firm with over 50 U.S.-based team members, serving clients with a culture of accountability, results, and trusted advisory. Apply Submit resumes online at *************************
    $35k-47k yearly est. 3d ago
  • Financial Analyst Intern

    Fortive Corporation 4.1company rating

    Finance internship job in Irvine, CA

    The Advanced Sterilization Products (ASP), **_Global Leadership Development Program (GLDP) Internship,_** is a 10-week internship program designed for you to gain foundational business knowledge through hands-on, meaningful experiences. During the program, you will gain hands-on experience and learn various aspects of our global business. As a GLDP Intern you will lead a 10-week project to make an immediate, long-lasting impact on the business. The project will allow you to build on your technical and interpersonal skills by providing you with significant responsibility as well as exposure to experienced business leaders, mentors, and subject matter experts. This role will be primarily based on site at our headquarters in Irvine, CA. We recruit for the best candidates who have demonstrated leadership and have desire to grow in a high-energy, collaborative environment. You will learn how the Fortive Business System is used to shape strategy, focus execution, align our people, and create value for patients and customers around the world. Come join our winning team and support us in our mission to protect patients during their most critical moments! We are seeking a highly analytical Finance Intern to join us for Summer 2026! The ideal candidate will have: + Excellent data and analytical skills. + Experience using data to investigate problems and determine solutions. + Familiarity with BI tools such as Incorta, Tableau or Power BI. Comfortable using Microsoft excel. + Familiarity with company financial statements such as P&L, balance sheet, cash flow statement. + Excellent communication and interpersonal skills. + Curiosity to understand ASP's business and how business activities connect to company financial performance. **Qualifications:** + Currently pursuing a Bachelor's degree, graduating December 2026 or later. + GPA: 3.5 of 4.0 (preferred) + Finance, Business, or Accounting major preferred + Able to work in Irvine, CA for the summer **Fortive Corporation Overview** Fortive's essential technology makes the world safer and more productive. We accelerate transformation in high-impact fields like workplace safety, build environments, and healthcare. We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in healthcare sterilization, industrial safety, predictive maintenance, and other mission-critical solutions. We're a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to advanced technologies that help providers focus on exceptional patient care. We are a diverse team 10,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact. At Fortive, we believe in you. We believe in your potential-your ability to learn, grow, and make a difference. At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone. At Fortive, we believe in growth. We're honest about what's working and what isn't, and we never stop improving and innovating. Fortive: For you, for us, for growth. **About Advanced Sterilization Products** ASP is a leading global provider of innovative sterilization and disinfection solutions, and a pioneer of low-temperature hydrogen peroxide sterilization technology.ASP's mission is to protect patients during their most critical moments. We support healthcare facilities in the fight to protect patients against hospital acquired infections, which are a leading cause of morbidity and mortality. ASP's products, which are sold globally, include the STERRAD system for sterilizing instruments and the EVOTECH and ENDOCLENS systems for endoscope reprocessing and cleaning. We Are an Equal Opportunity Employer. Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com. **Pay Range** The salary range for this position (in local currency) is 41,600.00 - 83,200.00 The salary range for this position (in local currency) is 41,600.00 - 83,200.00 We are an Equal Opportunity Employer Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.
    $42k-52k yearly est. 60d+ ago
  • Summer Analyst - Investments

    Healthpeak Properties 4.2company rating

    Finance internship job in Irvine, CA

    RESPONSIBILITIES Healthpeak's Summer Analyst Program offers ambitious undergraduate students a unique opportunity to gain hands-on experience within our Investments team. Over the course of 10 weeks, analysts will develop a strong foundation in life science, medical office, and senior housing real estate investing, financial modeling, valuation, and underwriting, with exposure to a wide range of institutional real estate transactions across acquisitions, dispositions, developments, redevelopments, and portfolio management. Summer Analysts will be fully integrated into the Investments team and will work alongside senior professionals who have backgrounds in real estate private equity, investment banking, and strategy. The program also includes structured training, mentorship, and the opportunity to contribute to real, high-impact investment decisions in the rapidly growing life science, medical office, and senior housing sectors. Responsibilities include, but are not limited to: Assisting in the evaluation and execution of new investment opportunities, including acquisitions, dispositions, developments, redevelopments, and structured transactions (e.g., joint ventures, preferred equity, real estate debt) Performing underwriting and cash flow analysis across a variety of deal types Building and refining financial models in Excel and Argus Supporting due diligence efforts and market research initiatives Preparing materials for internal investment committee meetings and presentations to senior leadership, including the Board of Directors Collaborating cross-functionally with asset management, development, legal, and finance teams Contributing to strategic special projects and portfolio reviews POSITION REQUIREMENTS A target start in June 2026, which will seek to align with candidates' academic calendar Current Juniors, graduating between December 2026 and June 2027, currently pursuing a Bachelor's degree from an accredited college or university Preferred majors include Business, Real Estate, Finance, Economics, Accounting, Mathematics or other fields or other majors/experience where the candidate can easily demonstrate quantitative analytical experience Working knowledge of Microsoft Office Suite (Word, PowerPoint, etc.) with an emphasis on knowledge and experience with Excel Strong written and oral communication skills, interpersonal skills, and ability to work with others Ability to manage multiple priorities in a fast-paced, dynamic environment Ability to travel to various property tours across the country Paid Internship - Non-Exempt - $30/hour
    $30 hourly Auto-Apply 60d+ ago
  • Summer Intern, Finance & AI Process Automation

    Arrowhead Pharmaceuticals 4.6company rating

    Finance internship job in Pasadena, CA

    Arrowhead Pharmaceuticals, Inc. (Nasdaq: ARWR) is a clinical stage biopharmaceutical company that develops medicines that treat intractable diseases by silencing the genes that cause them. Using a broad portfolio of RNA chemistries and efficient modes of delivery, Arrowhead therapies trigger the RNA interference mechanism to induce rapid, deep, and durable knockdown of target genes. RNA interference, or RNAi, is a mechanism present in living cells that inhibits the expression of a specific gene, thereby affecting the production of a specific protein. Arrowhead's RNAi-based therapeutics leverage this natural pathway of gene silencing. Arrowhead is focused on developing innovative drugs for diseases with a genetic basis, typically characterized by the overproduction of one or more proteins that are involved with disease. The depth and versatility of our RNAi technologies enables us to potentially address conditions in virtually any therapeutic area and pursue disease targets that are not otherwise addressable by small molecules and biologics. Arrowhead is leading the field in bringing the promise of RNAi to address diseases outside of the liver, and our clinical pipeline includes disease targets in the liver and lung with a promising pipeline of preclinical candidates. Arrowhead's corporate headquarters is in Pasadena, CA with research and development teams in Madison, WI & San Diego, CA, and a state of the art manufacturing facility in Verona, WI. Our employees are nimble, science-driven innovators who are collaborating to bring new therapies to patients in need. The Position We are seeking a highly motivated intern to support Finance, Treasury, and Accounting by identifying, analyzing, and helping implement opportunities to improve and automate financial processes using AI, agentic capabilities and other technologies. This role will work closely with Finance and Accounting stakeholders to define use cases, document requirements, and partner with Information Systems & Informatics (IS&I) to design and pilot potential solutions. This internship offers hands-on exposure to strategic finance, accounting, valuation, and emerging AI-enabled automation in a collaborative, cross-functional environment. This is an 11-week Summer Internship Program paying $26.00 per hour for students pursuing a Master's Degree. This role requires full-time, onsite work five days per week at the designated location. Responsibilities Process Improvement Partner with Finance and Accounting teams to identify processes that could be improved, streamlined, or automated. Analyze current-state processes, identify inefficiencies, and document requirements and proposed future-state solutions. Collaborate with IS&I and vendors to help design, test, and support implementation of AI-enabled solutions and proof-of-concepts. Develop clear documentation, business cases, and presentations for proposed improvements. Finance, Treasury & Accounting Project Support - support Teams with various projects some of which are - Support the formalization of the Company's Weighted Average Cost of Capital (WACC) methodology for: Audit Committee review Deal evaluation and strategic decision-making Evaluate and recommend efficient and effective methods for R&D cost tracking and reporting. Assist in developing valuation methodologies for: Key product and program lines Business development and deal support Accounting and financial reporting needs Share price and enterprise value evaluation Analysis & Communication Perform financial modeling, data analysis, and scenario analysis as needed. Translate complex financial and technical concepts into clear, actionable insights for stakeholders. Prepare supporting materials for leadership discussions and governance forums. Requirements Currently enrolled in or recently completed a Master's degree (MS) Strong foundation in finance, accounting, or economics (coursework or experience). Technical aptitude with interest or experience in AI, automation, data science, or advanced analytics. Strong analytical, problem-solving, and critical-thinking skills. Ability to document processes clearly and communicate effectively with both technical and non-technical stakeholders. Proficiency in Excel and/or financial modeling tools. Preferred Experience with Python, SQL, data visualization tools, or automation platforms. Exposure to AI, machine learning, or agent-based systems. Understanding of valuation methodologies (DCF, comparables, etc.). Prior internship or project experience in finance, consulting, analytics, or technology-enabled roles. California pay range $11,440-$11,440 USD Arrowhead provides competitive salaries and an excellent benefit package. All applicants must have authorization to work in the US for a company. California Applicant Privacy Policy
    $38k-56k yearly est. Auto-Apply 5d ago
  • Finance - Data Structures/ Analytics Internship - Spring 2026

    Varda Co 3.5company rating

    Finance internship job in El Segundo, CA

    About Varda Low Earth orbit is open for business. Varda is accelerating the development of commercial space infrastructure, from in-orbit pharmaceutical processing to reliable and economical reentry capsules. From life-saving pharmaceuticals to more powerful fiber optics, there is a world of products used on Earth today that can only be manufactured in space. Varda is accelerating innovation in the orbital economy by creating both the products and infrastructure needed so space can directly benefit life on Earth. Our mission is to expand the economic bounds of humankind. Our team is uniquely suited to accomplishing this goal, with leadership and staff comprised of veterans from SpaceX, Blue Origin, major pharmaceutical companies and Silicon Valley. Varda was founded in January 2021 by Will Bruey and Delian Asparouhov with significant backing from world class investors including Khosla Ventures, Lux Capital, Founders Fund, Caffeinated Capital, General Catalyst, and Also Capital. Varda is headquartered in El Segundo, California, where we have offices and a production facility where our vehicles, equipment, and materials are built, integrated, and tested. Varda also has offices in Washington, DC and Huntsville, AL. Join Varda, and work to create a bustling in-space ecosystem. About This Role Spring internships will range between the months of February and May. All dates dependent upon the university schedule of the selected students. Internships are full-time and on-site in Los Angeles, CA. Internships at Varda are optimal for students looking to grow technically and professionally while working on impactful projects critical to the company's success. You will be working on a collaborative team in a startup environment while being able to learn from some of most accomplished and experienced aerospace professionals in the world. We're dedicated to providing an experience that will let your decisions and contributions help drive Varda's success. As a part of the finance team you will collaborate with the team to develop data structures and enhance system capabilities for advanced analytics and dashboard creation. Utilize AI, Machine Learning, and LLMs to deliver business insights to executive leadership. Responsibilities Build data structure to support Business and Finance KPIs Publish Dashboards to automate reporting Review existing systems/tools and enhance reporting mechanisms Enable Machine Learning to evolve automation Basic Qualifications Education: Currently enrolled in an undergraduate or postgraduate program, majoring in Computer Science or Computer Engineering. Preference for college juniors/rising seniors. Programming Skills: Proficiency in Python, R, Java, Linux, C++, or VMWare. AI/ML Knowledge: Strong understanding of Large Language Models (LLMs) and Machine Learning algorithms. Framework Experience: Familiarity with machine learning frameworks and libraries such as TensorFlow, PyTorch, and scikit-learn. Preferred Skills And Experience Project Experience: Previous involvement in AI/ML projects or internships. Deep Learning: Knowledge of deep learning and neural networks. Data Visualization: Experience with tools like Matplotlib and Seaborn. Cloud Platforms: Familiarity with AWS, Google Cloud, or Azure. ITAR Requirements Varda, like all employers, must ensure that its employees working in the United States are lawfully authorized to work in the U.S. Additionally, our employees are exposed to and have access to certain export-controlled items. At present, some of our technology to which employees have access requires a license to be exported to individuals other than “U.S. Persons” as defined in U.S. export regulations. Because our employees are provided access to export-controlled items, our current policy is to only hire “U.S. persons” who are permitted to have access to our technology without an export license. “US person” means: U.S. citizen, U.S. lawful permanent resident, or protected individual as defined by 8 U.S.C. 1324b(a)(3) (i.e., individual admitted to the U.S. as a refugee or granted asylum in the U.S.) Learn more about the ITAR here. Benefits Exciting team of professionals at the top of their field working by your side Equity in a fully funded space startup with potential for significant growth (interns excluded) 401(k) matching (interns excluded) Unlimited PTO (interns excluded) Health insurance, including Vision and Dental Lunch and snacks provided on site every day. Dinners provided twice a week. Maternity / Paternity leave (interns excluded) Varda Space Industries is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Candidates and employees are always evaluated based on merit, qualifications, and performance. We will never discriminate on the basis of race, color, gender, national origin, ethnicity, veteran status, disability status, age, sexual orientation, gender identity, martial status, mental or physical disability, or any other legally protected status. E-Verify Statement Varda Space Industries, Inc. participates in the U.S. Department of Homeland Security E-Verify program. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. E-Verify Notice Right To Work Notice Read more Read more
    $37k-46k yearly est. Auto-Apply 6d ago
  • 2027 Commercial & Specialized Industries Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Finance internship job in Irvine, CA

    JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment. How we're organized: As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks: * A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology. * A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication. Syndicated Finance Group Locations: Chicago, Houston Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation. Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience. Financial Sponsors Group Locations: New York, Chicago, Los Angeles FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions. In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job Responsibilities: Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program. You'll make an impact by: * Working on financial models to support financing transactions * Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learning how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Developing an understanding of the full breadth of J.P. Morgan products and service offerings * Conducting client and prospect research to support business development efforts Locations we hire for C&SI - Diversified Track: * Atlanta * Austin * Birmingham (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * Phoenix * San Francisco * Seattle * Washington D.C. Locations we hire for C&SI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City Who We Are Seeking: We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience. Required qualifications, capabilities and skills: * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028 * Candidates must be authorized to work permanently in the U.S. Preferred Qualifications: * Coursework in business, finance, or accounting a plus * Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. Our Mission: At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. * Your city preference should align with your current internship location. About Us: JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer/Disability/Veterans About the Team: Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations. Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
    $67k-95k yearly est. Auto-Apply 21d ago
  • Intern - Financial Analyst

    Beyond Holding Us, LLC

    Finance internship job in Irvine, CA

    Financial Analyst Intern Duration: 1-6 months (Specific dates to be agreed upon with the selected candidate) We are seeking a diligent and analytical Financial Analyst Intern to assist our investment team during the upcoming winter break period. The intern will gain hands-on experience in real estate financial reporting, analysis, and forecasting within a fast-paced business environment. Responsibilities - Collaborate with the investment team to gather and evaluate real estate marketing data, ensuring alignment with business objectives. - Provide innovative solutions and recommendations to enhance financial performance and support cost-reduction strategies. - Support the development of financial models for forecasting and budgeting purposes. - Analyze industry trends to identify potential investment opportunities or financial risks. - Contribute to the preparation of detailed reports and presentations for investors. Qualifications - Previous experience in finance, particularly within the real estate sector, is highly desirable. - Involvement in student union or leadership experience in campus organizations. - Legal work status in the United States (U.S. citizens and Green Card holders preferred). - Strong analytical skills and proficiency in Microsoft Excel, PPT and financial modeling. - Excellent organizational, communication, and presentation skills. Note to Applicants: These internships are designed to provide significant educational experience and are aligned with the intern's formal education program. They will provide opportunities for professional development in a real-world context and are intended to complement and enhance the intern's academic learning.
    $35k-50k yearly est. 60d+ ago
  • Investments Internship - Bank Loans

    Ameriprise 4.5company rating

    Finance internship job in El Segundo, CA

    Please note that applications will be assessed on a rolling basis. Due to anticipated interest, the role may close earlier than the stated deadline. We recommend submitting your application promptly. The advertised closing date is 20 February 2026. Our 10-week summer intern program provides real-life experience in a collaborative and inclusive environment. Over the course of your internship, you will gain exposure to leaders, cultivate your business knowledge, work on projects that directly impact the business you support, and network in a welcoming atmosphere. Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance offers employees the opportunity to grow and develop personally and professionally in a flexible work environment designed to support individual needs. As you spend the summer with us, learning and growing, you'll also spend time getting to know your fellow interns during team building exercises. With access to our Business Resource Networks - which includes the Black Employee Network, Young Professionals Network, PRIDE Network - you will increase your own sense of belonging and engage in important networking and development opportunities. Embark as an intern with us this summer and lay the foundation for your future. About the Role: The Columbia Threadneedle Investments Internship program is designed to provide you with first-hand investment management experience. You will support portfolio management and investment research, contributing directly to the investment process. You will work with an experienced team of portfolio managers and/or analysts who will provide mentorship and opportunities for shadowing. Key Responsibilities: Build a three-statement financial model and prepare an earnings forecast Develop a relative value framework which seeks to compare and contrast the return potential of companies within and across various sectors Prepare credit recommendation memos incorporating financial, credit and relative value analyses for use in review of investment opportunities in the primary and secondary loan markets Required Qualifications: Pursuing a bachelor's degree in finance, Quantitative, Economics, Computer Science, Statistics, Applied Mathematics, Business, or related field Graduation date of December 2026 or May/June 2027 Passionate about the investment management industry and dedication to being a part of a successful team. Preferred Qualifications: High degree of self-motivation with strong integrity and ethics Attention to detail and propensity to check work Excellent communication, interpersonal, and presentation skills Ability to multi-task, problem solve independently and think creatively Proven organization skills and ability to manage time effectively Ability to work and communicate collaboratively and constructively with others Proficient with Microsoft Office Suite The company does not offer corporate undergraduate internships for students with F-1 visas. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated hourly rate for this role is $31 per hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insuranc Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Human Capital Line of Business AMINV US Asset Management
    $31 hourly Auto-Apply 3d ago
  • 2026 Summer Analyst, Insurance Client Solutions

    Apollo Management Holdings

    Finance internship job in El Segundo, CA

    Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. Primary Responsibilities: At Apollo, we work as one team, partnering across regions and disciplines to share the perspectives and insights that lead us to exceptional opportunities. You'll partner with junior and senior level professionals on a range of projects across the team. Investment Reporting & Analysis & Process Improvement Assist in preparing and maintaining investment reports for internal and external clients, ensuring accuracy and timeliness. Analyze investment data and support reconciliations and variance analysis for client portfolios. Help identify and resolve reporting and/or data discrepancies while contributing to continuous improvement of operational processes. Collaborate with internal teams to support reporting enhancement requests and maintain data integrity. Develop and refine customized client reporting packages that meet client and business requirements. Participate in special projects that enhance the Client Solutions team's reporting and service capabilities. Contribute to process optimization efforts by identifying and implementing efficiency improvements across Enterprise-wide initiatives. Represent the Client Solutions team's needs in cross-functional initiatives and system enhancements. Client Service & Relationship Management Act as a key point of contact for internal and external client inquiries related to client reporting or account administration and ensure timely issue resolution by navigating and collaborating with several internal teams across the Insurance Solutions Group. Engage with our Client Service teams and ISG Operational teams to enhance service efficiency. Maintain and strengthen relationships with clients by ensuring clear communication, with the ability to articulate complex financial concepts in a clear and professional manner. Document and refine procedures to improve consistency and regulatory compliance in reporting and client interactions. Work directly with the internal stakeholders to complete new report requests. Follow through with stakeholders to ensure that their business needs were met by addressing all client requirements. Effectively collaborate and communicate with other internal team members to meet client deadlines. Our Summer Program Our 10-week Summer Program provides full immersion into the small, dynamic teams that drive Apollo's innovative investment strategies and access to an unparalleled, apprenticeship learning experience. This role will be based in El Segundo, California. Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. Our Purpose and Core Values Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be: The leading provider of retirement income solutions to institutions, companies, and individuals. The leading provider of capital solutions to companies, with a unique ability to partner at scale and deliver thoughtful, dedicated guidance. A contributor to global challenges-such as energy transition, technological innovation, and social impact-using investment as a force for good. As” One Apollo” We: Outperform expectations Challenge convention Champion opportunity Lead responsibly Drive collaboration We believe great work and having fun go hand-in-hand, and we are proud of what we can achieve together. Qualifications & Experience Currently pursuing a Bachelor's degree in Finance, Accounting, Economics, Data Analytics, Engineering, or a related field (Class of 2027) Strong attention to detail and analytical mindset. Eagerness to learn and contribute in a collaborative team environment. Confidence in ability to assess and respond quickly and adapt to a fast paced, evolving environment Proficiency in Microsoft Excel; familiarity with financial concepts is a plus. Excellent communication skills-both written and verbal. Pay Range $85,000-$100,000 Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity. The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law. The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered. T he base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.
    $85k-100k yearly Auto-Apply 60d+ ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance internship job in Ontario, CA

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
    $500 weekly Auto-Apply 18d ago
  • 2026 Summer Analyst, Insurance Client Solutions

    Apollo Global Management 4.7company rating

    Finance internship job in El Segundo, CA

    Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. Primary Responsibilities: At Apollo, we work as one team, partnering across regions and disciplines to share the perspectives and insights that lead us to exceptional opportunities. You'll partner with junior and senior level professionals on a range of projects across the team. Investment Reporting & Analysis & Process Improvement * Assist in preparing and maintaining investment reports for internal and external clients, ensuring accuracy and timeliness. * Analyze investment data and support reconciliations and variance analysis for client portfolios. * Help identify and resolve reporting and/or data discrepancies while contributing to continuous improvement of operational processes. * Collaborate with internal teams to support reporting enhancement requests and maintain data integrity. * Develop and refine customized client reporting packages that meet client and business requirements. * Participate in special projects that enhance the Client Solutions team's reporting and service capabilities. * Contribute to process optimization efforts by identifying and implementing efficiency improvements across Enterprise-wide initiatives. * Represent the Client Solutions team's needs in cross-functional initiatives and system enhancements. Client Service & Relationship Management * Act as a key point of contact for internal and external client inquiries related to client reporting or account administration and ensure timely issue resolution by navigating and collaborating with several internal teams across the Insurance Solutions Group. * Engage with our Client Service teams and ISG Operational teams to enhance service efficiency. * Maintain and strengthen relationships with clients by ensuring clear communication, with the ability to articulate complex financial concepts in a clear and professional manner. * Document and refine procedures to improve consistency and regulatory compliance in reporting and client interactions. * Work directly with the internal stakeholders to complete new report requests. Follow through with stakeholders to ensure that their business needs were met by addressing all client requirements. * Effectively collaborate and communicate with other internal team members to meet client deadlines. Our Summer Program Our 10-week Summer Program provides full immersion into the small, dynamic teams that drive Apollo's innovative investment strategies and access to an unparalleled, apprenticeship learning experience. This role will be based in El Segundo, California. Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. Our Purpose and Core Values Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be: * The leading provider of retirement income solutions to institutions, companies, and individuals. * The leading provider of capital solutions to companies, with a unique ability to partner at scale and deliver thoughtful, dedicated guidance. * A contributor to global challenges-such as energy transition, technological innovation, and social impact-using investment as a force for good. As" One Apollo" We: * Outperform expectations * Challenge convention * Champion opportunity * Lead responsibly * Drive collaboration We believe great work and having fun go hand-in-hand, and we are proud of what we can achieve together. Qualifications & Experience * Currently pursuing a Bachelor's degree in Finance, Accounting, Economics, Data Analytics, Engineering, or a related field (Class of 2027) * Strong attention to detail and analytical mindset. * Eagerness to learn and contribute in a collaborative team environment. * Confidence in ability to assess and respond quickly and adapt to a fast paced, evolving environment * Proficiency in Microsoft Excel; familiarity with financial concepts is a plus. * Excellent communication skills-both written and verbal. Pay Range $85,000-$100,000 Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity. The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law. The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered. The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.
    $85k-100k yearly Auto-Apply 60d+ ago
  • Financial Advisor - Fullerton CA

    Navy Federal 4.7company rating

    Finance internship job in Fullerton, CA

    To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. Proven ability to prospect and grow and established book of business Ability to generate GDC based on defined thresholds within a specified period of time FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tack Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired: Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Desired: Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures Desired: Desire to pursue relevant financial services designation Hours: Monday - Friday, 9:00AM - 5:30PM (Hybrid) Location: Fullerton, CA Total Cash Compensation: Base Pay Range ($55,000-$75,000) + Variable Compensation Pay + Annual Incentive This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement Conducts local seminars and member engagement events to grow book of business Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures Establish, maintain, and develop business relationships with members and internal/external sources Execute customer and broker purchase/sales orders of securities for current/new clients Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions Monitor, track and report performance of individual sales plans and assigned strategies for leadership Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits Perform other duties as assigned or appropriate
    $55k-75k yearly Auto-Apply 3d ago
  • Financial Analyst

    Creative Financial Staffing 4.6company rating

    Finance internship job in Rancho Cucamonga, CA

    a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Position: Financial Analyst ) Salary: 80,000-110,000 This role provides essential financial support to a manufacturing plant, including budgeting, forecasting, cost analysis, month‑end close activities, and ongoing financial reporting. The Financial Analyst will deliver accurate financial insights, maintain strong internal controls, and partner with cross‑functional teams to support operational and strategic objectives. Key Responsibilities for Financial Analyst Financial Reporting & Analysis Prepare monthly forecasts, weekly updates, and reporting on financial and operational results. Conduct variance analysis, account reconciliations, and inventory and cost reviews. Analyze manufacturing variances and plant expenses, including materials, labor, and indirect costs. Budgeting & Planning Support development of departmental budgets and monitor key financial metrics. Assist in preparing management reports on pricing, performance, and profitability. Month-End & Compliance Perform month‑end close activities, including journal entries and reconciliations. Support internal control testing and compliance activities, including audit preparation. Cross‑Functional Support Collaborate with operations, engineering, and other plant departments to understand cost drivers and financial impacts. Provide financial insights that support decision‑making and continuous improvement. Qualifications for Financial Analyst Bachelor's degree in Accounting, Finance, or related field. Minimum 2 years of experience in accounting or financial analysis. Experience in cost accounting within a manufacturing or industrial environment strongly preferred. Strong analytical skills and ability to work with complex data. Proficiency in Microsoft Office; familiarity with ERP systems such as Epicor, Oracle, or Hyperion is a plus. Must be legally authorized to work in the United States (no visa sponsorship available). #INJAN2026 #LI-MS6 #ZRCFS Financial Analyst Financial Analyst Financial Analyst Financial Analyst
    $52k-75k yearly est. 18h ago
  • Financial Representative | Newport Beach

    RK Partners 4.6company rating

    Finance internship job in Newport Beach, CA

    Job Description Financial Advisor - Newport Beach, CA Who We Are: Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs. You'll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry. Who we are seeking: Ideally, 1-2+ years of sales or business development experience Strong prospecting ability (cold calling, networking, etc.) History of success (can be in sales, sports, education, etc) Energized by mentorship & collaboration Bachelor's Degree strongly desired or equivalent working experience Preferred but not required: Licensure: CA Life & Health, SIE, Series 7 & Series 66 *Licensing will need to be obtained* Responsibilities: Build and maintain strong relationships with clients to understand their financial needs and objectives Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies Stay up-to-date on market trends, economic conditions, and investment products Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions Compensation & Perks: Supplemental Salary, Commissions, Bonuses & Rewards programs Vast array of broker/dealer & investment advisory platforms Dedicated transition support & firm leadership opportunities Product specialists support & Practice management coaches Flexible scheduling, company-paid luncheons/events Expected Pay: $55,000.00 - $75,000.00 per year Benefits: Flexible schedule Professional development assistance Referral program Compensation package: Bonus opportunities Commission pay Weekly schedule: Monday to Friday Work setting: In-Office
    $26k-33k yearly est. 13d ago
  • 2026 Summer Intern - Finance & Accounting Analyst

    Pacific Investment Management Co 4.9company rating

    Finance internship job in Newport Beach, CA

    PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. 2026 Summer Internship - Finance & Accounting Analyst, US Internship positions are located at PIMCO's Newport Beach, CA Headquarters. You're eligible to apply if you: Pursuing an undergraduate degree Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027 Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026) Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university Are business proficient in English You'll excel as a Finance & Accounting Analyst if you: Possess knowledge of accounting, finance, audit, and tax principles Have effective analytical, critical thinking, and problem solving skills Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely. Demonstrate proficiency with Microsoft Excel Possess excellent verbal and written communication skills Have a desire to join a high performance, fast-paced culture Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker See yourself as a Finance & Accounting Analyst The Finance team is responsible for PIMCO's financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world. You'll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office. While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above. The PIMCO Internship Experience: The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts Join us for a variety of cross-divisional education, networking & social events! Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals Want to learn more? Hear about The PIMCO Internship Experience from past interns As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations How you should apply: Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready. What to expect during the interview process: After we receive your application, we will conduct an initial review of your resume If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview If you are chosen to proceed after the video interview, you will then take an assessment Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment. For more information on PIMCO and Career Opportunities, please visit ******************************************** PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate: $ 34.61 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $34.6 hourly Auto-Apply 60d+ ago
  • Summer Analyst - Investments

    Healthpeak Properties, Inc. 4.2company rating

    Finance internship job in Irvine, CA

    Job DescriptionPOSITION RESPONSIBILITIES Healthpeak's Summer Analyst Program offers ambitious undergraduate students a unique opportunity to gain hands-on experience within our Investments team. Over the course of 10 weeks, analysts will develop a strong foundation in life science, medical office, and senior housing real estate investing, financial modeling, valuation, and underwriting, with exposure to a wide range of institutional real estate transactions across acquisitions, dispositions, developments, redevelopments, and portfolio management. Summer Analysts will be fully integrated into the Investments team and will work alongside senior professionals who have backgrounds in real estate private equity, investment banking, and strategy. The program also includes structured training, mentorship, and the opportunity to contribute to real, high-impact investment decisions in the rapidly growing life science, medical office, and senior housing sectors. Responsibilities include, but are not limited to: Assisting in the evaluation and execution of new investment opportunities, including acquisitions, dispositions, developments, redevelopments, and structured transactions (e.g., joint ventures, preferred equity, real estate debt) Performing underwriting and cash flow analysis across a variety of deal types Building and refining financial models in Excel and Argus Supporting due diligence efforts and market research initiatives Preparing materials for internal investment committee meetings and presentations to senior leadership, including the Board of Directors Collaborating cross-functionally with asset management, development, legal, and finance teams Contributing to strategic special projects and portfolio reviews POSITION REQUIREMENTS A target start in June 2026, which will seek to align with candidates' academic calendar Current Juniors, graduating between December 2026 and June 2027, currently pursuing a Bachelor's degree from an accredited college or university Preferred majors include Business, Real Estate, Finance, Economics, Accounting, Mathematics or other fields or other majors/experience where the candidate can easily demonstrate quantitative analytical experience Working knowledge of Microsoft Office Suite (Word, PowerPoint, etc.) with an emphasis on knowledge and experience with Excel Strong written and oral communication skills, interpersonal skills, and ability to work with others Ability to manage multiple priorities in a fast-paced, dynamic environment Ability to travel to various property tours across the country Paid Internship - Non-Exempt - $30/hour Powered by JazzHR 3VSMVgriw8
    $30 hourly 29d ago
  • Investments Internship - Bank Loans

    Ameriprise Financial 4.5company rating

    Finance internship job in El Segundo, CA

    Please note that applications will be assessed on a rolling basis. Due to anticipated interest, the role may close earlier than the stated deadline. We recommend submitting your application promptly. The advertised closing date is 20 February 2026. Our 10-week summer intern program provides real-life experience in a collaborative and inclusive environment. Over the course of your internship, you will gain exposure to leaders, cultivate your business knowledge, work on projects that directly impact the business you support, and network in a welcoming atmosphere. Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance offers employees the opportunity to grow and develop personally and professionally in a flexible work environment designed to support individual needs. As you spend the summer with us, learning and growing, you'll also spend time getting to know your fellow interns during team building exercises. With access to our Business Resource Networks - which includes the Black Employee Network, Young Professionals Network, PRIDE Network - you will increase your own sense of belonging and engage in important networking and development opportunities. Embark as an intern with us this summer and lay the foundation for your future. About the Role: The Columbia Threadneedle Investments Internship program is designed to provide you with first-hand investment management experience. You will support portfolio management and investment research, contributing directly to the investment process. You will work with an experienced team of portfolio managers and/or analysts who will provide mentorship and opportunities for shadowing. Key Responsibilities: Build a three-statement financial model and prepare an earnings forecast Develop a relative value framework which seeks to compare and contrast the return potential of companies within and across various sectors Prepare credit recommendation memos incorporating financial, credit and relative value analyses for use in review of investment opportunities in the primary and secondary loan markets Required Qualifications: Pursuing a bachelor's degree in finance, Quantitative, Economics, Computer Science, Statistics, Applied Mathematics, Business, or related field Graduation date of December 2026 or May/June 2027 Passionate about the investment management industry and dedication to being a part of a successful team. Preferred Qualifications: High degree of self-motivation with strong integrity and ethics Attention to detail and propensity to check work Excellent communication, interpersonal, and presentation skills Ability to multi-task, problem solve independently and think creatively Proven organization skills and ability to manage time effectively Ability to work and communicate collaboratively and constructively with others Proficient with Microsoft Office Suite The company does not offer corporate undergraduate internships for students with F-1 visas. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated hourly rate for this role is $31 per hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insuranc Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Human Capital Line of Business AMINV US Asset Management
    $31 hourly Auto-Apply 5d ago

Learn more about finance internship jobs

How much does a finance internship earn in Aliso Viejo, CA?

The average finance internship in Aliso Viejo, CA earns between $29,000 and $58,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in Aliso Viejo, CA

$41,000

What are the biggest employers of Finance Interns in Aliso Viejo, CA?

The biggest employers of Finance Interns in Aliso Viejo, CA are:
  1. Turner Construction
  2. Northwestern Mutual
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