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Finance Intern
Pacira Biosciences, Inc. 4.7
Finance internship job in San Diego, CA
At Pacira, innovation meets purpose.
Pacira BioSciences, Inc. is a pioneer in non-opioid pain management and regenerative health solutions. Today, we're building on that legacy with next-generation innovations for chronic, postsurgical, and musculoskeletal pain. Our culture is built on collaboration, innovation, and a shared commitment to helping patients recover faster. We are redefining what's possible in pain management-and we can't do it without talented people like you.
Why Join Us?
At Pacira, every career is more than a job. Our mission drives us, and every day, we challenge ourselves to achieve the extraordinary. Integrity is at the core of who we are. We value diverse perspectives and the collective strength of a unified team. Join the team in
making better possible
for patients everywhere.
Internship Position: Finance Intern
Duration: 9 weeks
Compensation: $20 per hour, 30 - 35 hours per week
Position Summary: We are seeking a talented and motivated intern to join our Finance team. The intern will assist with the ERP data cleanup/preparedness project. Activities include standardization of project nomenclature and user-defined fields, maintenance/correction of fixed asset tagging, location field updates, and other data management/maintenance activities. This is a great opportunity for a college student to gain hands-on experience and contribute to Pacira's success.
Key Responsibilities:
The intern will work closely with the Finance, Engineering, Facilities, Manufacturing, & R&D functions to identify and correct potential errors or missing information in our fixed asset register.
They will have the opportunity to learn about how fixed asset accounting works at a publicly-traded life sciences company and will play an instrumental role in assisting the Site Controller to prepare for a prospective ERP implementation.
They will also gain practical experience using Microsoft Excel to analyze business data, working cross-functionally to research, summarize, and present findings to management decision-makers, and have opportunities to tour Pacira's FDA-regulated commercial manufacturing facilities and learn how pharmaceutical products are developed and manufactured.
Collaborate with team members to achieve department goals.
Attend meetings and provide input on departmental initiatives.
Present final project(s) to key stakeholders within department
In addition to project work, the intern will have the opportunity to participate in lunch and learn activities, trainings and interactions with senior leadership
Qualifications:
Currently enrolled in a college or university program as a full-time rising Junior or Senior.
Majoring in Finance, Accounting, Financial Accounting, Business Information Systems
Experience with Microsoft Excel
Maintain a cumulative minimum GPA of 3.0/4.0
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Benefits:
Hands-on experience in a corporate environment.
Mentorship from experienced professionals.
Networking opportunities with industry leaders.
Application Deadline:
January 30, 2026
Start Date:
June 8, 2026
Note: This is a paid internship, and the intern must commit to a full-time schedule for the duration of the program.
$20 hourly 1d ago
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Finance Transformation Analyst I
Caterpillar Brazil
Finance internship job in San Diego, CA
A leading global manufacturing company is seeking a Transformation Analyst I in San Diego, CA. This finance-based role focuses on operational excellence and process improvements within the accounting organization. The ideal candidate will possess strong accounting expertise and experience with process redesign, automation tools, and managing multiple priorities. Key responsibilities include analyzing accounting processes and developing standardized procedures to ensure compliance and efficiency. Join us to help shape a better world through financial innovation.
#J-18808-Ljbffr
$57k-84k yearly est. 5d ago
2026 Private Equity Summer Analyst
Stepstone Group 3.4
Finance internship job in San Diego, CA
Job Description
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Application deadline: Rolling basis
The team you'll join
StepStone's Private Equity (PE) team diligences and invests in opportunities across the private equity landscape. The team will invest directly in companies alongside other sponsors, complete LP and GP-led secondary transactions, and evaluate primary investment capabilities on behalf of StepStone's advisory and discretionary clients. Through analysis of leveraged buyout deals and funds, StepStone's PE team works across a wide array of industries and capital structures.
About the role
StepStone is looking for highly motivated undergraduate students graduating between December 2026 and June 2027 to join our Private Equity team as Summer Analysts. This internship offers an exciting opportunity to gain hands-on experience across the private equity industry. By analyzing leveraged buyout and growth investment strategies, Summer Analysts will gain a broad exposure to diverse industries and capital structures, while developing familiarity with a wide range of private equity funds and approaches.
What you'll do
As a Summer Analyst, you'll work collaboratively in a team environment to conduct due diligence, financial modeling and preparation of investment memorandums across our investment verticals: private equity fund investments, co-investments, and secondaries transactions. You'll also have the opportunity to contribute investment recommendations and present them to the Firm's Investment Committee.
Key responsibilities
Analyze and conduct diligence on co-investment opportunities and secondary transactions
Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis
Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across stages (i.e., buyout, venture capital/growth equity, distressed/credit, etc.), industries and geographies
Conduct due diligence on potential fund investments (team, strategy, performance), and synthesize findings in an investment memorandum to be presented at the Firm's Investment Committee
Speak with senior executives to gather insights regarding the style and effectiveness of target fund managers
Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors
Construct an argument around an opinion and effectively communicate that argument
What we're looking for
Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future
Undergraduate student graduating anywhere from December 2026 through June 2027
GPA of 3.2 or higher
Strong proficiency in Microsoft Word, PowerPoint and Excel
Excellent written and verbal communication skills
Demonstrable analytical capabilities, including strong quantitative/modeling skills
Collaborative mindset with a proactive and team-oriented approach
Why join us?
At StepStone, we foster a supportive and inclusive team culture where collaboration and learning are the core of what we do. Our collegial atmosphere encourages teamwork, mentorship, and professional development. This summer internship is a great opportunity to gain practical experience and develop critical skills that will help you launch a successful career in private equity.
Click here to learn more about the intern experience.
Salary: $30/hr
The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees.
Application deadline: Rolling basis
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Candidates must be at least 18 years old to apply.
Developing People at StepStone
$30 hourly 28d ago
Principal Financial Analyst
Northrop Grumman 4.7
Finance internship job in San Diego, CA
RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE TYPE: SecretTRAVEL: Yes, 10% of the TimeDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.
Northrop Grumman Aeronautics Systems (NGAS) is seeking a qualified Principal Financial Analyst to join our team of qualified, diverse individuals.
This position will be located on site in San Diego, CA, Palmdale, CA or El Segundo, CA supporting the Air Dominance Division. The selected candidate will directly report to the Finance Manager and job responsibilities will include, but not be limited to, the following:
Essential Functions:
Supports Monthly/Quarterly Financial Reporting and Planning processes, including financial and cost forecasting, reporting and analysis, and profitability analysis.
Supports development of consolidated program Long Range Strategic Plans (LRSP) and Annual Operating Plans.
Works with the business management teams to develop strategies to improve financial performance based on metrics and to support the management & reporting requirements for the program.
Support the management of program financials, including financial and cost forecasting, reporting and analysis, profitability analysis, and working capital analysis (accounts receivable forecasting, unbilled analysis, and aged receivables analysis).
Supports review, analysis, and management of invoicing and collections.
Support Sarbanes-Oxley (SOX) compliance and documentation.
Coordinate with the functional business management teams to develop strategies to improve financial performance based on metrics.
Support the development of presentations for, and occasionally brief to, Program, Division, Sector, and Corporate leadership.
Supports initiatives and ad hoc requests from Program, Division, Sector, and Corporate leadership.
Interface with business, program, and corporate personnel.
Basic Qualifications:
Bachelor's degree with 5 years of experience in Business Administration, Finance, or accounting, financial analysis, or industry related fields. Master's Degree with 3 Years Business Administration, Finance, or accounting, financial analysis, or industry related fields
Experience with Microsoft Office including Excel and PowerPoint.
Data and financial analysis skills, including use and understanding of spreadsheets.
Active DOD Secret clearance with completed investigation in the last 6 years, and the ability to obtain special program access.
Preferred Qualifications:
Prior experience with Northrop Grumman financial planning, reporting and analysis.
Experience with IBM Cognos and Planning Analytics.
Experience with the Annual Operating Plan and Long-Range Strategic Plan processes.
Excellent verbal and written communication skills.
Excel experience including Macros, MS Excel (e.g., INDEXMATCH, Pivot tables), and MS PowerPoint skills preferable.
Understanding of US Government procurement and contracting, Cost Accounting Standards, and FAR.
Active DOD Top Secret clearance with completed investigation in the last 6 years.
Primary Level Salary Range: $91,200.00 - $136,800.00The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
$91.2k-136.8k yearly Auto-Apply 22d ago
Corporate Finance Intern
Realtyome Corporation
Finance internship job in San Diego, CA
At Realty Income,
The Monthly Dividend Company ,
our internship program offers more than just work experience-it's an opportunity to discover purpose, build meaningful connections, and unlock your professional potential.
Purpose. As an intern, you'll contribute to the mission that drives everything we do: delivering dependable value to our shareholders, colleagues, and communities. You'll work on impactful projects that align with our business strategy and support our purpose of doing the right thing, taking ownership, empowering each other, and giving more than we take.
Connection. Throughout the summer, you'll collaborate with professionals across departments, gaining mentorship and insights from leaders who are passionate about your growth. You'll join a community built on trust, inclusion, and teamwork-because we believe success is achieved together.
Opportunity. This 10-week program is designed to accelerate your learning and career exploration. You'll gain hands-on experience in a publicly-traded, global real estate investment trust while developing the skills, confidence, and relationships that can shape your future.
Join us from June 17 to August 24, 2026, and experience what it means to build a meaningful career rooted in purpose, strengthened by connection, and driven by opportunity.
What You Will Be Working On:
The Corporate Finance Intern is responsible for supporting the Corporate Finance function, including analyzing and executing strategic capital markets activities, supporting the company's investor relations and marketing efforts, and performing ad-hoc financial analyses and recommendations to support the company's various strategic initiatives. The role involves significant interaction with the executive leadership team, corporate finance department, and key external constituents.
Capital Markets Function
Support the Corporate Finance function on strategy and execution of the capital markets transactions, such as equity and debt offerings, “At-the-Market” ATM program, liability management, and other initiatives, including developing presentation materials, talking points, investor call scripts, and working with outside counsel, lenders, and banking relationships.
Help maintain the company's WACC models and track cost of capital trends.
Analyze and evaluate alternative capital-raising opportunities.
Help update capital markets dashboard, peer comp sheets, etc., on a recurring basis to track relevant capital markets and financial metrics and macroeconomic indicators to support strategic capital markets decisions.
Conduct benchmarking analysis (performance metrics, financial disclosures, investor materials, capital structure, and capital raising strategies) and make recommendations on industry best practices.
Work alongside team to prepare ad hoc financial / capital markets analyses for the corporate finance and/or executive team.
Organize, synthesize, and help recommend capital raising ideas (structure, timing, size, etc.) based on capital markets outlook, the company's strategic objectives, and themes aggregated through discussions with investment banker product specialists.
Help update and maintain due diligence Q&A document for quarterly ATM bringdown as well as on an as-needed basis in conjunction with capital raising activity.
Help prepare Corporate Finance and Capital Markets related materials for monthly and quarterly Board of Directors meetings and Audit Committee meetings (presentations, memorandums, strategic updates).
Investor Relations Function
Support the company's investor relations efforts on an as-needed basis, working in tandem with the company's investor relations and corporate finance team.
Work with capital markets and investor relations team members to maintain and update Earnings Q&A documents.
Support efforts in prepping for a potential Investor Day event.
Analyze peer earnings results and metrics.
Help prepare and update the company's Investor Presentation decks for publication to the Investor Relations site.
Help with marketing and communications efforts for the Company's branding initiatives.
Other Strategic Initiatives
Participate in developing, defining, and executing strategic partnership opportunities, including business development, partner due diligence, financial analysis and models, and presentation materials.
Help with the tracking and reporting of the company's credit investment portfolio and perform analyses involving new and existing investments.
Support the company's private capital and strategic partnership initiatives.
Perform ad-hoc strategic financial analyses and recommendations in support of strategic growth initiatives of the company
What You Need to Be Successful:
We are looking for a rising senior with a GPA of 3.5 or higher pursuing a degree in Economics, Finance, Business, or related field to join our Corporate Finance team.
Proactive curiosity of capital markets related concepts and related constituents
Strong financial acumen, a quantitative mindset, and stout attention to detail
Proactive, industrious, and intellectually curious
Strong communication skills (both verbal and written)
Ability to brainstorm, strategize, and execute in ambiguous situations
Desire to take initiative and identify opportunities to improve processes and “status quo”
Knowledge of Microsoft Excel and PowerPoint (Bloomberg and SNL Financial data tools optional)
Interest in and curiosity for the REIT industry
The hourly compensation for this role is in the range of $21.00 - $25.00. Hourly rate determined by the candidate's skills, experience, knowledge, education, and abilities.
Realty Income is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you require accessibility support to submit your application or other reasonable accommodations to participate in the recruitment process, please contact ***********************, or call ************. An employee will respond to your message to begin the interactive process. Please note that this phone number and email address are only for individuals seeking a disability accommodation when applying for a job.
$21-25 hourly Auto-Apply 2d ago
Finance/Accounting intern
La Jolla Lasik Institute
Finance internship job in San Diego, CA
Job Description
La Jolla LASIK Institute
Business/Accountant/Finance Intern
Un-paid Internship
La Jolla LASIK Institute - La Jolla, California
Un-paid Internship
Description
HELP US TAKE LA JOLLA LASIK INSTITUTE TO THE NEXT LEVEL!
Our interns have participated in the Academic Internship Program (AIP) and received credit for their internship through UCSD.
"As CEO of La Jolla LASIK Institute, I am looking for a talented and experienced finance intern to learn to manage and lead a finance team. The successful individual in this critical position will learn how to be responsible for the oversight, administration and hands on running of an overall finance team. Learning from the bookkeeper and CEO, the decisions you learn to make and effectiveness you demonstrate will be a vital factor in any future company's performance. As we significantly grow our LASIK practice during the next few years, financial reporting and decision-making will have a big impact on the company's overall success,” Angela Nahl, MD, CEO
At La Jolla LASIK Institute, we are committed to our core values:
World Class Results
Personalized Care
Professionalism
Sincerity
These values are alive at our company and we live them every day while pursuing our purpose of “We don't just improve vision. We make dreams come true.”
For the ideal candidate looking for something special and who can answer "yes" to all of the following questions, this is the opportunity for you.
• Do you love numbers and metrics?
• Do you live by the expression “Say what you are going to do and do what you've said?”
• Can you balance listening and understanding with the need to be firm?
• Are you comfortable and confident in a high-profile role within the organization?
• Is it more important for others to respect you than to necessarily be your friend?
• Do you hate office politics as much as we do?
• Are you seeking an atmosphere of open and direct communication, clear and mutually established priorities and expectations, and a culture of performance and accountability?
• Are you professional and results driven?
• Are you committed to win?
• Do you exceed people's expectations on a regular basis?
• Do you have a passion to succeed?
• Do you want to make a big mark on the success of our company that can clearly be seen by everyone?
• Do you want to work at a company that is driven to reshape its industry?
If you answered "yes" to these questions, we want to meet you!
Our Company:
La Jolla LASIK Institute is a successful locally-owned and privately-funded eye institute. With a highly personalized and medically world-class system of patient care, La Jolla LASIK Institute makes dreams come true for people frustrated with the limitations of glasses and contact lenses. While many LASIK companies have gone out of business or are struggling mightily, La Jolla LASIK continues to grow and is positioned to continue to more than double revenues again this year.
The Position:
La Jolla LASIK Institute is seeking a business and finance intern. This position will be hands-on in all financial and business reporting aspects of our company. The business and finance intern will be expected to be a useful voice in business and financial planning. As the company grows, the intern will have the opportunity to learn and grow into more responsibility.
Learn to take on the following Responsibilities:
Develop, create, and track daily, weekly, monthly, quarterly and yearly key performance indicators.
Ensure all electronic and paper filing systems are current and well organized.
Create a new budgeting process that also tracks actual expenses.
Analyze current software, recommend any changes and implement recommendations.
Work with bookkeeper to ensure accuracy of financial statements.
Complete special projects and additional duties as required.
The ideal candidate will be able to make and implement many of the above decisions on his/her own once competency has been demonstrated to senior management.
Assist clinic with administrative tasks, eg. organizing patient ledgers
At La Jolla LASIK Institute, your values, abilities, and demonstrable track record of success are more important than direct experience. The ideal candidate will fit the following criteria:
Major in Accounting, Economics, Management Science, Mathematics, or Statistics preferred.
Strong ability in Excel
Experience with Quickbooks a plus but not required
Previous experience in accounting
Great communication skills
Excellent analytic skills and strong attention to detail.
Strong computer skills, specifically with GSuite programs
Location:
La Jolla, California
ID:
844406
Employer:
La Jolla LASIK Institute
Posting Date:
September 14th, 2018
Expiration Date:
September 14th 2019
Division:
Ophthalmology, Optometry, Health Care, Medicine
Organization Description:
La Jolla LASIK Institute
Desired Major(s):
Economics, Mathematics, Math-Computer Science, Business Analytics, Management Science, Applied Mathematics, Rady MBA, Master Business Analytics, Master Finance, Leadership of Healthcare Organizations, Data Science and Engineering, Master Business Administration, Master of Finance, Graduate Students, Grad student, Applied Math, Data Science
Desired Minor(s):
Accounting, Business, Management Science, Math-Computer Science, Mathematics (Applied), Economics, Mathematics Education, Mathematics
Job Function:
Administrative, Consulting, Engineering, Entrepreneurship, Financial Services, Healthcare, Management Information Systems, Management/Administration, Marketing/Sales, Operations/Logistics, Public Relations/Advertising, Writing/Editing
Duration:
1 year minimum
Approximate Hours Per Week:
10
Desired Start Date:
October 10th, 2018
Salary Level:
Unpaid
Contact Information
Apply through hiring portal only.
Phone calls and emails are not accepted.
Additional Documents
Cover Letter, Unofficial Transcript, Other Documents
Documents Required
Cover Letter, Unofficial Transcript, Other Documents
Requested Document Notes
cover letter, transcript, resume, and a joke
Travel Percentage
No Travel
Important Dates
Posted On:
September 14th, 2018
Application Deadline
September 14th, 2019
Apply through hiring portal only.
Phone calls and emails are not accepted.
$35k-50k yearly est. 30d ago
Finance & Accounting Intern
Tang Capital Management
Finance internship job in San Diego, CA
Job Title:
Intern, Finance and Accounting
Reports to:
Senior Director, Finance and Accounting
, LLC
Tang Capital Management, LLC (Tang Capital) is an investment firm with offices in San Diego and New York.
Position Summary
The Finance & Accounting Intern is responsible for supporting the Finance and Accounting team with a variety of projects, data entry, financial reporting, and month-end close responsibilities. This role provides the opportunity to gain hands-on experience in accounting, financial analysis, and investment operations, with direct exposure to Tang Capital's real estate tax lien certificates investment portfolio and broader asset portfolio.
Essential Duties and Responsibilities
Assist with the month-end close process, including preparing journal entries and reconciliations under supervision
Create and maintain financial models to support portfolio and transaction analysis
Support preparation of internal financial statements and related schedules
Research accounting guidance and assist in determining appropriate treatment of transactions
Help account for public and private capital transactions
Manage and track cash flow between internal entities
Assist with treasury activities, including monitoring cash movements and maintaining records
Support annual financial statement audits and other compliance requests
Collaborate with internal teams on ad hoc projects and reporting requests
Demonstrate proficiency with Microsoft Excel and contribute to data organization and reporting
Execute other duties as assigned
Qualifications
Actively pursuing a Bachelor's Degree in Accounting, Finance, or related field with intent to obtain CPA license
Minimum 3.5 GPA preferred
Strong academic foundation with coursework in accounting and/or finance
Highly organized with strong attention to detail and accuracy
Proficiency in Microsoft Excel; familiarity with Word, PowerPoint, and Access a plus
Excellent written and verbal communication skills
Ability to manage multiple tasks, prioritize responsibilities, and meet deadlines
Willingness to learn and adapt in a fast-paced environment
Interest in pursuing a career in accounting, finance, or investment management
$35k-50k yearly est. 60d+ ago
Intern, Portfolio Finance
Clearway Energy
Finance internship job in San Diego, CA
Who We Are Looking For
Clearway Energy Group LLC's Portfolio Finance team is seeking a summer intern, reporting to the Senior Director of Portfolio Finance. The Portfolio Finance team is responsible for leading the funding and term conversion process with tax equity investors, cash equity investors and lenders for Clearway's utility-scale wind, solar and battery energy storage projects. In addition, the Portfolio Finance team leads operating-period asset optimization transactions including refinancings, acquisitions of investor interests in our partnerships and other asset restructurings. Lastly, the Portfolio Finance team manages several operating project reporting deliverables such as cash distributions and tracking models.
This position is part of the 10-week Summer Internship Program at Clearway Energy Group beginning on June 1, 2026.
We are looking for current juniors pursuing a bachelor's degree in Finance, Business, Engineering, Math, Economics, Tax, Accounting or related field.
Throughout this summer internship program, you'll get exposure to real projects and challenges while gaining first-hand professional experience. At Clearway, you'll gain access to an innovative and fast-paced work environment. You'll also participate in networking and learning events with your fellow intern cohort.
If you don't meet 100% of the qualifications but see yourself contributing, please submit your resume.
This is a hybrid role that will be based in the San Diego Office. Our hybrid policy is that employees are in-office on Tuesdays & Thursdays.
Program Timeline:
(subject to change)
Applications Close: January 30
Interviews: February - March
Final Decision: March 31
Program Dates: June 1 - August 7
Clearway will not sponsor nonimmigrant visas for this position (H-1B, TN, E-3, J-1 etc.) or provide any assistance in support of any other form of immigration sponsorship or benefit including OPT or CPT.
What You'll Be Doing
The Portfolio Finance Intern's primary responsibilities may include:
Financial Model Optimization
Refine Microsoft Excel-based project finance “tracking models”, which are used to track equity investor returns, with new functionality that allows for streamlined updating of “actuals”, valuation of life to date and future cash flows, and implementation of “scenario analysis” tools.
Modifications to cash distribution waterfall files, which allow Clearway to project distributions through the capital stack.
Live Transaction Support
The Portfolio Finance Intern will be a key member of a live “deal team” overseeing the upcoming funding process for one of Clearway's utility-scale wind, solar or battery energy storage projects. The Portfolio Finance Intern will be tasked with creating and/or overseeing the transaction checklist of documentation deliverables required for funding, bringdown financial model updates checklist, and other processes that help the deal team prepare for funding.
Coordinate with internal teams, including Construction, Development, Accounting and Legal, to advance certain deliverables required for funding.
Support presentations and reports on transaction status, risks, and benefits to the Leadership Team.
The Portfolio Finance Intern will be assigned to an individual project and will present results to the team and leadership at the end of the internship on August 4th.
What You'll Bring
Advanced Microsoft Excel skills and understanding of key financial concepts such as discounted cash flow analysis, time value of money, internal rate of return, and net present value.
Ability to work well in a collaborative environment that emphasizes attention to detail, meeting deadlines, and working together to achieve company-wide and deal-specific objectives.
Intellectual curiosity and an interest in renewable energy.
Strong interpersonal skills. You're willing to ask lots of questions, listen to your colleagues, and contribute your ideas.
Self-motivated, dependable, and accountable. This means showing up, being present, and being eager to dive into the workday. If you ever feel like you've completed all your tasks and have time to spare, you're eager to speak up and ask what else you can do.
Ability to work independently, multitask, and take ownership of projects and assignments.
What Would Be Nice
Preferred Qualifications
Project Finance modeling experience (i.e., discounted cash-flow analysis with multiple investors).
Experience working in the power or infrastructure industry (or demonstrated strong interest).
Background with VBA and an interest in sharpening those skills through working on real-world projects.
The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is not eligible to earn an annual cash bonus, subject to personal and company performance goals.
Salary Range Across All U.S. Locations$21-$24 USD
Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Our Commitment to Diversity, Equity, & Inclusion
Clearway Energy Group's vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Working at Clearway, Hybrid Together
Here at Clearway, we're committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events.
Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans.
What We Provide
Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website.
Notice to Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ***************************** and let us know the nature of your request and your contact information.
Notice to California Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.
$35k-50k yearly est. Auto-Apply 5d ago
Performance Analyst Intern
Meketa Investment Group 4.0
Finance internship job in Carlsbad, CA
The Performance Analyst Intern role is a wonderful opportunity to learn about the world of investments in a stimulating and collaborative environment. Performance Analyst play a supporting role in serving the firm's institutional clients (e.g. pension and endowments). They are responsible for collecting and synthesizing data to calculate client investment performance, risk statistics, and portfolio exposure over time.
The Intern will assist in collecting and updating client and economic data, as well as contribute in the completion of special projects. The position will be remote.
Responsibilities:
* Gather, organize, and coordinate data from disparate sources
* Analyze, evaluate, and review quantitative information, with a high degree of accuracy; familiarity with investment statistics.
* Ability to work within established guidelines and procedures
Measures of Success:
* Accuracy and timeliness of client-related work product
* Proficiency with required software and spreadsheets
* Satisfaction of Performance Analysts as users of the intern's services
* Perform efficiently and accurately under time pressure
* Excellent attention to detail and organized work habits
* Familiarity with financial and statistical concepts
About Meketa Investment Group
Meketa Investment Group is an employee-owned full service investment consulting and advisory firm. We work with some of the nation's largest and most sophisticated institutional investors including public and private plan sponsors. We have a staff of over 200 employees among our six U.S. office locations and London.
Meketa recognizes that our workforce is a reflection of our company, and we operate in an inclusive environment that accepts and promotes diversity. We believe our employees can best serve our clients in an atmosphere where individuals are treated fairly, where professional growth is developed and encouraged, and where a healthy balance between work and home life is respected and preserved. To support employees, Meketa offers a competitive compensation structure, a wide range of benefits from core insurance benefits to time-based benefits, as well as flexible schedules and support for continuing education.
Meketa is an Equal Employment Opportunity and Affirmative Action Employer.
If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.
$45k-65k yearly est. 5d ago
Financial Advisor
Northwestern Mutual 4.5
Finance internship job in San Diego, CA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$58k-102k yearly est. Auto-Apply 14d ago
Coach Summer Store Leadership Intern-San Diego, California
Tapestry, Inc. 4.7
Finance internship job in San Diego, CA
Coach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make beautiful things, crafted to last-for you to be yourself in. Coach is part of the Tapestry portfolio - a global house of brands committed to stretching what's possible.
A member of the Tapestry family, we are part of a global house of brands that has unwavering optimism and is committed to being innovative and wholly inclusive.
At Coach, our Store Leadership Internship offers a hands-on pathway into a future career in retail leadership.This immersive, 10-week program provides real-world experience as you learn alongside store leaders, gain exposure to all aspects of store operations, and develop the skills needed to drive performance and lead teams in a dynamic retail environment.
Program Dates: June 2nd, 2026- August 7th, 2026
Work structure: Full time, 40 hours per week
* In person at one of our Coach store locations listed below
* Candidates must be in close proximity to or can relocate to their desired store location. Relocation assistance will not be provided.
* Must be flexible to work weekends as needed
Compensation: $20/hour
Locations:
* Fashion Valley
Eligibility:
* You should be pursuing or have completed a bachelor's degree at an accredited college or university or be actively enrolled in a specialized/technical certification program. An equivalent combination of education and experience will be considered.
* Must be authorized to work in the U.S. Please note, visa sponsorship is not offered for this position.
Internship Application Details:
Here is what to expect from the recruitment process:
* Online Tapestry Application- Complete by the deadline of February 9th, 2026.
* Interviews - Applicants selected for follow-up interviews will be contacted end of February - early April. Please monitor your emails, and interviews will be scheduled based on the candidate's availability.
* Internship Offers - Offers will be extended by the Internship recruitment team in mid to late April.
Internship Position Details:
The successful individual will leverage their proficiency in Retail to…
* Partner with store leadership to understand the intricacies of daily operations including clienteling, point of sale, scheduling systems and strategic initiatives.
* Support the store in delivering outstanding guest service and creating a welcoming atmosphere.
* Engage in inventory management, merchandising, and visual presentation, while learning best practices.
* Participate in team meetings, sharing your ideas to enhance store performance and customer engagement.
* Receive mentorship from experienced leaders, gaining insights into effective management and team dynamics.
* Shadow onboarding and training of new team members, cultivating a culture of support and growth.
* Utilize business insights to identify opportunities for improvement and to drive impactful changes.
The accomplished individual may possess:
* A genuine passion for retail and a desire to grow in a customer-focused environment.
* Previous retail experience is a plus, but enthusiasm and willingness to learn are key.
* Strong team building skills and a collaborative spirit.
* Ability to effectively manage tasks.
* Excellent communication and a positive, proactive attitude.
* Can bend, reach, stretch as well as lift, carry and move at least 25 pounds and, at times, lift and carry product, cartons, props or fixtures up to 50 pounds.
If you're ready to embark on an exciting journey in retail and are passionate about creating exceptional customer experiences, we invite you to apply for the Store Leadership Internship at Coach.This internship will help you build the skills needed for an exciting future in retail, backed by a team committed to your personal and professional development, with mentorship and training tailored to your growth.
Our Competencies for All Employees
* Courage: Doesn't hold back anything that needs to be said; provides current, direct, complete, and "actionable" positive and corrective feedback to others; lets people know where they stand; faces up to people problems on any person or situation (not including direct reports) quickly and directly; is not afraid to take negative action when necessary.
* Creativity: Comes up with a lot of new and unique ideas; easily makes connections among previously unrelated notions; tends to be seen as original and value-added in brainstorming settings.
* Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.
* Dealing with Ambiguity: Can effectively cope with change; can shift gears comfortably; can decide and act without having the total picture; isn't upset when things are up in the air; doesn't have to finish things before moving on; can comfortably handle risk and uncertainty.
* Drive for Results: Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results.
* Interpersonal Savvy: Relates well to all kinds of people, up, down, and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably.
* Learning on the Fly: Learns quickly when facing new problems; a relentless and versatile learner; open to change; analyzes both successes and failures for clues to improvement; experiments and will try anything to find solutions; enjoys the challenge of unfamiliar tasks; quickly grasps the essence and the underlying structure of anything.
Our Competencies for All People Managers
* Strategic Agility: Sees ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can articulately paint credible pictures and visions of possibilities and likelihoods; can create competitive and breakthrough strategies and plans.
* Developing Direct Reports and Others: Provides challenging and stretching tasks and assignments; holds frequent development discussions; is aware of each person's career goals; constructs compelling development plans and executes them; pushes people to accept developmental moves; will take on those who need help and further development; cooperates with the developmental system in the organization; is a people builder.
* Building Effective Teams: Blends people into teams when needed; creates strong morale and spirit in their team; shares wins and successes; fosters open dialogue; lets people finish and be responsible for their work; defines success in terms of the whole team; creates a feeling of belonging in the team.
Coach is an equal opportunity and affirmative action employer and we pride ourselves on hiring and developing the best people. All employment decisions (including recruitment, hiring, promotion, compensation, transfer, training, discipline and termination) are based on the applicant's or employee's qualifications as they relate to the requirements of the position under consideration. These decisions are made without regard to age, sex, sexual orientation, gender identity, genetic characteristics, race, color, creed, religion, ethnicity, national origin, alienage, citizenship, disability, marital status, military status, pregnancy, or any other legally-recognized protected basis prohibited by applicable law.
Americans with Disabilities Act (ADA)
Tapestry, Inc. will provide applicants and employees with reasonable accommodation for disabilities or religious beliefs. If you require reasonable accommodation to complete the application process, please contact Tapestry People Services at ************** or ******************************
Visit Coach at ************** #LI-ONSITE #LI-SG1
Work Setup: Onsite
BASE PAY RANGE $20/hour TO $20/hour
General Description of All Benefits: Our company offers a number of benefits to eligible employees, including health benefits (medical, dental, vision), life insurance and disability insurance. Eligible employees are also able to enroll in our company's 401(k) savings plan and take paid time off for wellness needs and vacations. For additional information about our benefits Click Here - U.S Store Compensation & Benefits
General Description of Other Compensation: Eligible employees will be able to receive discounts on certain products and incentive compensation.
Req ID: 124519
$20 hourly 43d ago
Financial Analyst - Mid
Kros-Wise 3.6
Finance internship job in San Diego, CA
We are seeking a detail-oriented and proactive Mid-Level Budget Analyst to join our finance team. In this role, you will support budgeting, forecasting, financial planning, and variance analysis for departmental and organizational budgets. You will collaborate with internal stakeholders to provide financial insights and ensure fiscal responsibility in alignment with strategic goals.
Experience Description:
Assist in the preparation, formulation, and justification of multi-year budget estimates for acquisition and sustainment programs in accordance with DoD financial guidance.
Monitor and track the execution of funds across various appropriations (RDT&E, Procurement, O&M, etc.)
Conduct analysis and reconciliation of financial data to support program managers, IPT leads, and financial leadership.
Support budget exhibits, Program Objective Memorandum (POM) submissions, and Congressional budget justifications.
Prepare financial reports, obligation/expenditure benchmarks, and ad hoc data calls.
Track and update spend plans, monitor burn rates, and provide recommendations for reprogramming actions or adjustments.
Utilize tools such as Navy ERP
Requirements:
3 years' experience support Navy with financial management
Secret clearance or ability to obtain clearance
Education:
Bachelor's degree in any discipline
Benefits:
Health insurance (Medical, Dental, Vision)
401(k)
Paid time off
Life Insurance
$62k-87k yearly est. 60d+ ago
Personal Financial Rep I,II,III (Encinitas)
Cal Coast Credit Union 4.1
Finance internship job in San Diego, CA
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.
We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!
If you share the same interests and passions and possess the right credentials, then read on to find out more:
JOB OBJECTIVE:
This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards.
SUPERVISORY RESPONSIBILITIES:
• This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position.
NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals.
• Follows quality service standards to ensure exceptional quality service is provided.
• Maintains a thorough knowledge of all products and services, policies and procedures.
• Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union.
• Processes consumer and real estate loans.
• Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
• Addresses difficult member situations and resolves in a positive manner.
• Serves as a backup to Personal Financial Assistant or Teller.
• May be required to maintain a cash drawer.
• May serve as a notary.
• Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals.
• Performs other relevant and related duties as required.
EDUCATION, SKILLS, & ABILITIES:
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
• A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service
• Excellent communication skills; sound judgment, and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.
• Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism.
• Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
MAJOR ACCOUNTABILITIES:
• Ensure sales and service goals are met.
• Process new accounts and/or loans accurately and completely.
• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
• Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting.
ENVIRONMENTAL CONDITIONS
• Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion.
California Coast Credit Union is an Equal Opportunity Employer.
Salary Range (Hourly):
Personal Financial Rep l:
$21.0000 - $25.9562
Personal Financial Rep ll:
$22.6756 - $28.3445
Personal Financial Rep lll:
$25.2199 - $31.5249
$27k-35k yearly est. Auto-Apply 11d ago
Financial Representative | Newport Beach
RK Partners 4.6
Finance internship job in San Diego, 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. 3d ago
Personal Financial Rep I,II,III (Encinitas)
California Coast Credit 3.8
Finance internship job in San Diego, CA
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.
We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!
If you share the same interests and passions and possess the right credentials, then read on to find out more:
JOB OBJECTIVE:
This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards.
SUPERVISORY RESPONSIBILITIES:
• This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position.
NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals.
• Follows quality service standards to ensure exceptional quality service is provided.
• Maintains a thorough knowledge of all products and services, policies and procedures.
• Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union.
• Processes consumer and real estate loans.
• Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
• Addresses difficult member situations and resolves in a positive manner.
• Serves as a backup to Personal Financial Assistant or Teller.
• May be required to maintain a cash drawer.
• May serve as a notary.
• Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals.
• Performs other relevant and related duties as required.
EDUCATION, SKILLS, & ABILITIES:
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
• A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service
• Excellent communication skills; sound judgment, and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.
• Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism.
• Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
MAJOR ACCOUNTABILITIES:
• Ensure sales and service goals are met.
• Process new accounts and/or loans accurately and completely.
• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
• Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting.
ENVIRONMENTAL CONDITIONS
• Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion.
California Coast Credit Union is an Equal Opportunity Employer.
Salary Range (Hourly):
Personal Financial Rep l:
$21.0000 - $25.9562
Personal Financial Rep ll:
$22.6756 - $28.3445
Personal Financial Rep lll:
$25.2199 - $31.5249
$27k-35k yearly est. Auto-Apply 11d ago
2026 Marketing and Communications Summer Analyst
Stepstone Group 3.4
Finance internship job in San Diego, CA
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Application deadline: January 30, 2026
About the role
StepStone is seeking a highly motivated, detail-oriented and creative intern to join our global Marketing & Communications team for an 10-week paid summer internship in our La Jolla, CA office. This is a unique opportunity to contribute to a dynamic, global team while gaining valuable, hands-on experience in a rapidly growing company. We are looking for a team-player who can get things done and multi-task.
What you'll do
In this internship, you will achieve a broad and inside view of a growing private markets firm and expand your research, writing, communications and people skills in a fast-paced, real-world setting. You will help research, develop, write and track key Communications initiatives including research papers, podcasts, PR, social media and more.
Key responsibilities
Maintain thought leadership forward look calendar
Update management report with abstracts for whitepapers
Conduct market research on peers and relevant third-party publications
Review whitepapers-format/language
Help draft email campaigns, podcast summaries, social media
Assist in maintaining and supporting marketing platforms (Seismic, Salesforce, SharePoint)
Support the review of firm branded materials, including updating PowerPoint decks rebranding slides and correcting formatting errors
Coordinate meetings and conference calls
What we're looking for
Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future
Undergraduate student graduating anywhere from December 2026 through June 2027
Pursuing a degree in communications, marketing or related field
Must be able to work in person in La Jolla office 3x/week
Excellent written communications skills
Willing to learn/ask questions, demonstrate attention to detail
Promote a positive, team-oriented attitude
Possess the ability to work independently with minimal supervision
Manage time effectively, follow up on relevant issues
Understanding of Microsoft Office suite
Willing to learn and grow
Professional verbal and written communication skills
Why join us?
At StepStone, we foster a supportive and inclusive team culture where collaboration and learning are the core of what we do. Our collegial atmosphere encourages teamwork, mentorship, and professional development. This summer internship is a great opportunity to gain practical experience and develop critical skills that will help you launch a successful career in marketing space in Private Markets.
Click here to learn more about the intern experience.
Salary: $30 / hour
The salary is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary does not include any benefits or other forms of possible compensation that may be available to employees.
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Candidates must be at least 18 years old to apply.
Developing People at StepStone
$30 hourly Auto-Apply 60d+ ago
Intern, Portfolio Finance
Clearway Energy, Inc.
Finance internship job in San Diego, CA
Who We Are Looking For Clearway Energy Group LLC's Portfolio Finance team is seeking a summer intern, reporting to the Senior Director of Portfolio Finance. The Portfolio Finance team is responsible for leading the funding and term conversion process with tax equity investors, cash equity investors and lenders for Clearway's utility-scale wind, solar and battery energy storage projects. In addition, the Portfolio Finance team leads operating-period asset optimization transactions including refinancings, acquisitions of investor interests in our partnerships and other asset restructurings. Lastly, the Portfolio Finance team manages several operating project reporting deliverables such as cash distributions and tracking models.
This position is part of the 10-week Summer Internship Program at Clearway Energy Group beginning on June 1, 2026.
We are looking for current juniors pursuing a bachelor's degree in Finance, Business, Engineering, Math, Economics, Tax, Accounting or related field.
Throughout this summer internship program, you'll get exposure to real projects and challenges while gaining first-hand professional experience. At Clearway, you'll gain access to an innovative and fast-paced work environment. You'll also participate in networking and learning events with your fellow intern cohort.
If you don't meet 100% of the qualifications but see yourself contributing, please submit your resume.
This is a hybrid role that will be based in the San Diego Office. Our hybrid policy is that employees are in-office on Tuesdays & Thursdays.
Program Timeline: (subject to change)
Applications Close: January 30
Interviews: February - March
Final Decision: March 31
Program Dates: June 1 - August 7
Clearway will not sponsor nonimmigrant visas for this position (H-1B, TN, E-3, J-1 etc.) or provide any assistance in support of any other form of immigration sponsorship or benefit including OPT or CPT.
What You'll Be Doing
The Portfolio Finance Intern's primary responsibilities may include:
Financial Model Optimization
* Refine Microsoft Excel-based project finance "tracking models", which are used to track equity investor returns, with new functionality that allows for streamlined updating of "actuals", valuation of life to date and future cash flows, and implementation of "scenario analysis" tools.
* Modifications to cash distribution waterfall files, which allow Clearway to project distributions through the capital stack.
Live Transaction Support
* The Portfolio Finance Intern will be a key member of a live "deal team" overseeing the upcoming funding process for one of Clearway's utility-scale wind, solar or battery energy storage projects. The Portfolio Finance Intern will be tasked with creating and/or overseeing the transaction checklist of documentation deliverables required for funding, bringdown financial model updates checklist, and other processes that help the deal team prepare for funding.
* Coordinate with internal teams, including Construction, Development, Accounting and Legal, to advance certain deliverables required for funding.
* Support presentations and reports on transaction status, risks, and benefits to the Leadership Team.
The Portfolio Finance Intern will be assigned to an individual project and will present results to the team and leadership at the end of the internship on August 4th.
What You'll Bring
* Advanced Microsoft Excel skills and understanding of key financial concepts such as discounted cash flow analysis, time value of money, internal rate of return, and net present value.
* Ability to work well in a collaborative environment that emphasizes attention to detail, meeting deadlines, and working together to achieve company-wide and deal-specific objectives.
* Intellectual curiosity and an interest in renewable energy.
* Strong interpersonal skills. You're willing to ask lots of questions, listen to your colleagues, and contribute your ideas.
* Self-motivated, dependable, and accountable. This means showing up, being present, and being eager to dive into the workday. If you ever feel like you've completed all your tasks and have time to spare, you're eager to speak up and ask what else you can do.
* Ability to work independently, multitask, and take ownership of projects and assignments.
What Would Be Nice
Preferred Qualifications
* Project Finance modeling experience (i.e., discounted cash-flow analysis with multiple investors).
* Experience working in the power or infrastructure industry (or demonstrated strong interest).
* Background with VBA and an interest in sharpening those skills through working on real-world projects.
The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is not eligible to earn an annual cash bonus, subject to personal and company performance goals.
Salary Range Across All U.S. Locations
$21-$24 USD
Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Our Commitment to Diversity, Equity, & Inclusion
Clearway Energy Group's vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com.
Working at Clearway, Hybrid Together
Here at Clearway, we're committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events.
Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans.
What We Provide
Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website.
Notice to Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ***************************** and let us know the nature of your request and your contact information.
Notice to California Applicants
Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.
$35k-50k yearly est. Auto-Apply 5d ago
Finance/Accounting intern
La Jolla Lasik Institute
Finance internship job in San Diego, CA
HELP US TAKE LA JOLLA LASIK INSTITUTE TO THE NEXT LEVEL!
Our interns have participated in the Academic Internship Program (AIP) and received credit for their internship through UCSD.
"As CEO of La Jolla LASIK Institute, I am looking for a talented and experienced finance intern to learn to manage and lead a finance team. The successful individual in this critical position will learn how to be responsible for the oversight, administration and hands on running of an overall finance team. Learning from the bookkeeper and CEO, the decisions you learn to make and effectiveness you demonstrate will be a vital factor in any future company's performance. As we significantly grow our LASIK practice during the next few years, financial reporting and decision-making will have a big impact on the company's overall success,” Angela Nahl, MD, CEO
At La Jolla LASIK Institute, we are committed to our core values:
World Class Results
Personalized Care
Professionalism
Sincerity
These values are alive at our company and we live them every day while pursuing our purpose of “We don't just improve vision. We make dreams come true.”
For the ideal candidate looking for something special and who can answer "yes" to all of the following questions, this is the opportunity for you.
• Do you love numbers and metrics?
• Do you live by the expression “Say what you are going to do and do what you've said?”
• Can you balance listening and understanding with the need to be firm?
• Are you comfortable and confident in a high-profile role within the organization?
• Is it more important for others to respect you than to necessarily be your friend?
• Do you hate office politics as much as we do?
• Are you seeking an atmosphere of open and direct communication, clear and mutually established priorities and expectations, and a culture of performance and accountability?
• Are you professional and results driven?
• Are you committed to win?
• Do you exceed people's expectations on a regular basis?
• Do you have a passion to succeed?
• Do you want to make a big mark on the success of our company that can clearly be seen by everyone?
• Do you want to work at a company that is driven to reshape its industry?
If you answered "yes" to these questions, we want to meet you!
Our Company:
La Jolla LASIK Institute is a successful locally-owned and privately-funded eye institute. With a highly personalized and medically world-class system of patient care, La Jolla LASIK Institute makes dreams come true for people frustrated with the limitations of glasses and contact lenses. While many LASIK companies have gone out of business or are struggling mightily, La Jolla LASIK continues to grow and is positioned to continue to more than double revenues again this year.
The Position:
La Jolla LASIK Institute is seeking a business and finance intern. This position will be hands-on in all financial and business reporting aspects of our company. The business and finance intern will be expected to be a useful voice in business and financial planning. As the company grows, the intern will have the opportunity to learn and grow into more responsibility.
Learn to take on the following Responsibilities:
Develop, create, and track daily, weekly, monthly, quarterly and yearly key performance indicators.
Ensure all electronic and paper filing systems are current and well organized.
Create a new budgeting process that also tracks actual expenses.
Analyze current software, recommend any changes and implement recommendations.
Work with bookkeeper to ensure accuracy of financial statements.
Complete special projects and additional duties as required.
The ideal candidate will be able to make and implement many of the above decisions on his/her own once competency has been demonstrated to senior management.
Assist clinic with administrative tasks, eg. organizing patient ledgers
At La Jolla LASIK Institute, your values, abilities, and demonstrable track record of success are more important than direct experience. The ideal candidate will fit the following criteria:
Major in Accounting, Economics, Management Science, Mathematics, or Statistics preferred.
Strong ability in Excel
Experience with Quickbooks a plus but not required
Previous experience in accounting
Great communication skills
Excellent analytic skills and strong attention to detail.
Strong computer skills, specifically with GSuite programs
Location:
La Jolla, California
ID:
844406
Employer:
La Jolla LASIK Institute
Posting Date:
September 14th, 2018
Expiration Date:
September 14th 2019
Division:
Ophthalmology, Optometry, Health Care, Medicine
Organization Description:
La Jolla LASIK Institute
Desired Major(s):
Economics, Mathematics, Math-Computer Science, Business Analytics, Management Science, Applied Mathematics, Rady MBA, Master Business Analytics, Master Finance, Leadership of Healthcare Organizations, Data Science and Engineering, Master Business Administration, Master of Finance, Graduate Students, Grad student, Applied Math, Data Science
Desired Minor(s):
Accounting, Business, Management Science, Math-Computer Science, Mathematics (Applied), Economics, Mathematics Education, Mathematics
Job Function:
Administrative, Consulting, Engineering, Entrepreneurship, Financial Services, Healthcare, Management Information Systems, Management/Administration, Marketing/Sales, Operations/Logistics, Public Relations/Advertising, Writing/Editing
Duration:
1 year minimum
Approximate Hours Per Week:
10
Desired Start Date:
October 10th, 2018
Salary Level:
Unpaid
Contact Information
Apply through hiring portal only.
Phone calls and emails are not accepted.
Additional Documents
Cover Letter, Unofficial Transcript, Other Documents
Documents Required
Cover Letter, Unofficial Transcript, Other Documents
Requested Document Notes
cover letter, transcript, resume, and a joke
Travel Percentage
No Travel
Important Dates
Posted On:
September 14th, 2018
Application Deadline
September 14th, 2019
Apply through hiring portal only.
Phone calls and emails are not accepted.
$35k-50k yearly est. 60d+ ago
Financial Analyst - Lead
Kros-Wise 3.6
Finance internship job in San Diego, CA
Job Description
This position will perform Lead Financial Analyst functions. The Lead Analyst shall be responsible for the performance of the work of a team of budget analysts to ensure budget estimates, buget submission and accounting reports are in compliance with government procedures and regulations.
Experience Description:
Recent experience as a Financial Lead. Plan, direct, coordinate and analyze accounting and other financial activities of a branch, office or department of establishment ensuring the efficient and skilled use of resources. Recommend alternative methods of funding to meet financial program objectives.
Manage incoming and outgoing funding document management, financial reconciliation documentation, procurement requests, review and evaluate budget requests, control and reporting of obligations and expenditures, project structure development, and maintenance, financial reporting and metrics tracking as well as data entry and management in local business tools to include Navy Enterprise Resource Planning (N-ERP).
Provide various financial / cost analysis functions such as budgeting, auditing, forecasting, and analysis in managing the APN, O&MN, RDT&E, Foreign Military Sales (FMS), and WCF funds.
Perform financial reviews, analysis, risk assessment, and facilitate funding document preprocessing, impacting, and tasking for the team.
Requirements:
4-10 years' experience support Navy with financial management
Secret clearance or ability to obtain clearance
Education:
Bachelor's Degree in finance or business with 4 years Finance experience. Master preferred.
Benefits:
Health insurance (Medical, Dental, Vision)
401(k)
Paid time off
Life Insurance
$62k-87k yearly est. 13d ago
Personal Financial Rep I,II,III (Encinitas)
California Coast Credit 3.8
Finance internship job in San Diego, CA
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.
We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!
If you share the same interests and passions and possess the right credentials, then read on to find out more:
JOB OBJECTIVE:
This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards.
SUPERVISORY RESPONSIBILITIES:
• This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position.
NATURE & SCOPE:
• Meets/exceeds established monthly/annual sales and service goals.
• Follows quality service standards to ensure exceptional quality service is provided.
• Maintains a thorough knowledge of all products and services, policies and procedures.
• Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union.
• Processes consumer and real estate loans.
• Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
• Addresses difficult member situations and resolves in a positive manner.
• Serves as a backup to Personal Financial Assistant or Teller.
• May be required to maintain a cash drawer.
• May serve as a notary.
• Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals.
• Performs other relevant and related duties as required.
EDUCATION, SKILLS, & ABILITIES:
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
• A high school diploma or equivalent is required.
o PFR I: 1 year experience in a financial institution or other related field
o PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service
o PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service
• Excellent communication skills; sound judgment, and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.
• Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism.
• Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
MAJOR ACCOUNTABILITIES:
• Ensure sales and service goals are met.
• Process new accounts and/or loans accurately and completely.
• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
• Excellent ability to communicate, both verbally and in writing; ability to tolerate periods
of continuous sitting.
ENVIRONMENTAL CONDITIONS
• Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.
Management reserves the right to assign or change duties and tasks to this position at their discretion.
California Coast Credit Union is an Equal Opportunity Employer.
Salary Range (Hourly):
Personal Financial Rep l:
$21.0000 - $25.9562
Personal Financial Rep ll:
$22.6756 - $28.3445
Personal Financial Rep lll:
$25.2199 - $31.5249
How much does a finance internship earn in Chula Vista, CA?
The average finance internship in Chula Vista, CA earns between $30,000 and $58,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.
Average finance internship salary in Chula Vista, CA