Financial Advisor
Finance internship job in Menlo Park, CA
This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Financial Advisor
Finance internship job in Alameda, CA
This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Sap Finance Control Consultant
Finance internship job in San Jose, CA
Are you a senior SAP Finance leader ready to shape the future of enterprise transformation? We're seeking an expert with deep S/4HANA experience to drive innovative finance solutions across a wide range of business processes. In this role, you'll lead end-to-end design, guide fit-gap discussions, influence digital transformation strategies, and help build modern, scalable Finance capabilities.
You'll work across key areas like Central Finance, Universal Journal, Asset Accounting, Banking, AP/AR, Controlling, and more-bringing your experience from multiple implementations, custom developments, and complex integrations (including BTP and CPI). If you thrive in challenging environments where your expertise directly impacts business outcomes, this role offers the opportunity to lead with vision and deliver meaningful change.
Ready to make a major impact? Let's talk.
Financial Analyst
Finance internship job in Palo Alto, CA
About DL Investment Holdings US, LLC
Headquartered in Palo Alto, DL Investment Holdings US, LLC is a diversified investment platform and a wholly-owned subsidiary of DL Holdings Group. We leverage our parent company's robust APAC financial network to bridge capital and opportunities in the US market.
Our operations are defined by three core strategic pillars:
Real Estate Investment & Management: A full-lifecycle approach to developing and managing ultra-luxury residential communities and investment-grade assets.
Family Office Services: Providing bespoke global asset allocation, comprehensive wealth management, and legacy planning for high-net-worth clients.
Global Investment: Facilitating cross-border capital deployment and strategic financial advisory.
We are dedicated to connecting global vision with local expertise to drive long-term value.
Position Overview
DL Investments is seeking a motivated and detail-oriented Financial Analyst with 2-3 years of experience to support our finance and accounting operations. This role will assist with day-to-day financial tasks, basic bookkeeping, and cash management, while also contributing to financial analysis and reporting. The ideal candidate will have a strong interest in investment and financing activities, particularly in support of real estate projects. This is an excellent opportunity to grow within a dynamic team and gain exposure to both operational finance and strategic investment analysis.
Key Responsibilities
Assist with accounts payable and receivable processing, including invoice review, payment runs, and customer collections
Support month-end close activities, including journal entries and account reconciliations
Prepare routine financial reports and assist with variance analysis
Help maintain accurate financial records and ensure compliance with internal controls
Conduct basic financial analysis, modelling, and forecasting to support investment and financing decisions
Assist in the preparation of presentations and materials for real estate projects
Collaborate with the Finance Manager on tax filings, payroll support, and regulatory compliance as needed
Utilize financial systems (e.g., QuickBooks, Excel) to track and report financial data
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or related field
2-3 years of experience in finance, accounting, or a related analytical role
Understanding of basic accounting principles and financial reporting
Proficiency in Microsoft Excel (formulas, PivotTables, charts)
Familiarity with QuickBooks or similar accounting software is a plus
Strong analytical and problem-solving skills
Excellent attention to detail and organizational abilities
Ability to work independently and as part of a team
Preferred Skills
Interest in real estate investment and project financing
Exposure to financial modelling or investment analysis
CPA candidate or relevant certification progress is a plus
Personal Attributes
Proactive and eager to learn
Adaptable and able to manage multiple tasks
Strong communication and interpersonal skills
High integrity and professionalism
Language Skills
English (required)
Chinese (preferred)
DL Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
DL Investments is committed to providing equal employment opportunities to all applicants, including individuals with disabilities. In accordance with the Americans with Disabilities Act (ADA) and the California Fair Employment and Housing Act (FEHA), we provide reasonable accommodations to qualified applicants and employees with disabilities to ensure equal access to the application, interview, and hiring process. If you require a reasonable accommodation to complete your application or to participate in the interview process, please contact us and let us know the nature of your request. Requests for accommodation will be considered on a case-by-case basis in accordance with applicable laws.
In accordance with the California Privacy Rights Act (CPRA), DL Investments provides this notice to inform you that, at or before the point of collection, we may collect the following categories of personal information from job applicants: identifiers (such as your name and contact information), professional or employment-related information (such as your resume, work history, and education), and any other information you choose to provide as part of your application. This information is collected solely for recruitment, evaluating your qualifications, and managing the hiring process. We do not sell or share your personal information with third parties for commercial purposes.
Financial Analyst
Finance internship job in Dublin, CA
Title: Financial Analyst
Duration: 6 month contract to hire
Client Industry: Retail
We are seeking an intellectually curious and self-motivated Senior Financial Analyst to join the Corporate Financial Planning & Analysis (FP&A) team. This role is critical in driving long-term growth and financial results through forecasting, budgeting, reporting, and strategic analysis. The Senior Financial Analyst will provide insights to senior leadership and partner effectively across the organization to influence decision-making.
Must-Haves
Education: Bachelor's degree in an analytical field with strong academic performance.
Experience: 3-5 years post-college experience in financial analysis and planning (preferably within retail or corporate FP&A).
Technical Skills:
Advanced Excel and financial modeling.
Proficiency in PowerPoint.
Ability to learn and use financial systems (e.g., PowerBI, MicroStrategy, Hyperion, Peoplesoft Financial Systems).
Analytical Ability: Strong capability to synthesize data, reconcile work, and design analyses to answer specific questions.
Detail Orientation: High attention to accuracy and quality.
Character: Unquestionable integrity and ability to handle confidential information.
Communication: Clear and effective verbal and written communication skills.
Work Environment: Ability to work in-office regularly with hybrid flexibility.
Plusses
CFA or MBA.
Experience in retail industry.
Familiarity with Flash Sales reporting tools.
Forward-thinking, resourceful mindset with comfort in ambiguity.
Strong problem-solving skills and ability to manage changing priorities.
Compensation: $40.00-50.00/HR
Conversion Salary Expectations: $100,000/YR
2026 Intern - Financial Analyst
Finance internship job in San Jose, CA
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen.
We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours!
The Opportunity
Join a high-visibility team managing worldwide consolidation for DME sales finance while driving automation across multiple business processes. This internship offers hands-on experience in forecasting, predictive modeling, and process improvement, providing exposure to global finance operations.
What You'll Do
As an intern, you will:
* Develop and maintain predictive models to improve rolling sales forecasts.
* Analyze historical and current sales/financial data to identify trends and insights.
* Implement automation to streamline reporting and finance workflows.
* Collaborate with cross-functional teams to gather requirements and support business solutions.
* Document models, assumptions, processes, and results for transparency and reproducibility.
* Recommend enhancements to forecasting methodology and reporting tools.
What You Need to Succeed
* Strong analytical and problem-solving skills.
* Hands-on experience with forecasting and predictive modeling.
* Proficiency in data tools such as Excel, SQL, Tableau, or Power BI.
* Attention to detail and commitment to accuracy.
* Ability to work collaboratively and communicate effectively with cross-functional teams.
* Adaptability to navigate ambiguity and propose innovative solutions.
* Understanding of sales finance, forecasting, and global consolidation processes.
* Requirements
* Currently enrolled full-time pursuing a Bachelor's or Master's degree in Finance (or equivalent) with an expected graduation date between December 2026 and June 2027.
* Ability to participate in a full-time internship from May-September.
Technical and functional skills:
* Data analysis and visualization (Excel, SQL, Tableau, Power BI)
* Predictive modeling and statistical analysis (Python, R)
* Financial and sales knowledge, including forecasting and consolidation
* Process automation (VBA, Python, workflow tools)
* Strong problem-solving and critical thinking
* Effective communication and collaboration skills
Expected Impact
* Improved forecast accuracy and reliability.
* Reduced manual effort in sales finance consolidation.
* Enhanced ability to make data-driven business decisions.
* Foundation for scalable automation across other business areas.
Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $25.00 -- $30.00 hourly. Your recruiter can share more about the specific pay rate for your job location during the hiring process.
State-Specific Notices:
California:
Fair Chance Ordinances
Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances.
Colorado:
Application Window Notice
If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs.
Massachusetts:
Massachusetts Legal Notice
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more.
Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
Finance Intern (Accounts Payable)
Finance internship job in San Francisco, CA
Fenwick is thrilled to announce a unique opportunity for an enthusiastic and driven individual to join our firm. Our internship program offers unparalleled learning experiences, and we have an immediate opening in our Finance department. The estimated duration would potentially go through summer of 2026.
This role is non-exempt, and can be based in any of our CA offices. It requires at least one in-office day per week, with the possibility of additional required on-site days depending on business and client needs. We are open to a flexible part-time schedule as agreed upon based on availability in accordance with business requirements/needs.
Job Description:
Support the AP team by responding to vendor invoice and payment status inquiries in the AP Dashboard
Help assign, review and process invoices in Emburse
Assist in the collection of W9s and submission of EDD forms
Assist the Supervisor and Sr. Manager with small projects
Qualifications:
Currently enrolled in a college degree program
Strong attention to detail, analytical and problem-solving skills
Excellent communication and interpersonal abilities
Proactive, eager to learn, and adaptable to new environments
Ability to work both independently and as part of a team
The anticipated pay rate for our internship is $21 - $25 per hour.
Benefits and Compensation Details:
At Fenwick, we believe that our partners and employees are our most important asset. Helping you and your families achieve and maintain good health - physical, emotional, and financial - is the reason we offer a comprehensive benefit program. We provide benefits to eligible employees under plans such as Healthcare, Life Insurance, Health Savings Accounts, Flexible Spending Accounts, and Wellbeing.
The anticipated range for this position is:
$1 - $1,500,000
Depending on the role, the actual base salary offered may depend upon a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job.
A discretionary bonus for eligible employees may also be available based on performance. Additional information about employee eligibility for benefits and discretionary bonus will be made available upon request.
Auto-ApplyInvestment Banking Intern (Spring 2026)
Finance internship job in San Francisco, CA
About ComCap Holdings
ComCap is a premier boutique investment bank focused on the intersection of commerce and capital, with a key focus on the internet, software, and disruptive consumer companies.
During the Internship Program, Interns will develop skills, build a network, and gain direct experience with investment banking. Interns will be working directly with execution and support teams in carrying out mergers, acquisitions, divestitures, and financing assignments.
Role Qualifications
Junior, or Senior standing at the US or Canadian University with a 3.5 GPA or above.
Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses, and perform valuation analyses.
Financial modeling experience in Excel, basic or better PowerPoint skills.
Self-driven, detail-oriented, and able to produce large amounts of high-quality work products in a short period.
Strong written and verbal communication skills.
A strong academic record from a leading undergraduate program is required.
Entrepreneurial streak.
Work authorization in the US.
Interns are expected to work full-time (estimated 40 hours a week), in a fast-paced, demanding work environment that offers the chance to learn and grow professionally.
Role & Responsibilities
Interns can expect a fast-paced, demanding work environment that offers the chance to learn and grow professionally. The day-to-day activities of Interns vary but include financial analysis and modeling, company and industry research, participating in the development of client presentations, and interactions with senior bankers and clients.
Check with your school's Internship Coordinator BEFORE accepting the hiring offer to determine if this position satisfies the criteria for receiving academic credit.
How to Apply:
Please submit the following to ************************
Subject: First Name Last Name - CV / Position Applied for
Given Name
Last Name
Email
University
Expected Graduation Date
Major Field of Study
Resume/CV
Academic Transcript
Why do you want to intern at ComCap?
How many hours can you commit to the internship?
Visit our career page at ***************************** for more information.
Easy ApplyFinance Analytics & AI Enablement Intern
Finance internship job in San Jose, CA
Role Summary Join Align's Finance Analytics team for a hands-on summer internship focused on data-driven decision-making and AI-powered solutions. You'll work on financial analysis, forecasting, and automation projects, leveraging tools like Power BI, Python, and Copilot AI to enhance planning and reporting Role Expectations * Assist in data analysis, forecasting, and reporting for annual planning and monthly reviews. * Build and optimize dashboards and predictive models to support business and growth tracking. * Explore and implement AI-driven tools (e.g., Copilot, machine learning models) to improve financial workflows. * Collaborate with Product, Marketing, and IT teams to integrate automation into planning processes. * Document processes and provide recommendations for efficiency improvements. * Support ad-hoc analysis and data visualization for leadership presentations. What We're Looking For * Education: Pursuing a Bachelor's or Master's degree in Finance, Data Science, Business Analytics, or related field. * Skills: * Strong analytical and problem-solving abilities *
Proficiency in Excel, Power BI, and data visualization tools *
Basic knowledge of Python/R and SQL * * Technical: Familiarity with AI/ML concepts and interest in Copilot or similar AI assistants. * Communication: Ability to present insights clearly and collaborate effectively. * Teamwork: Comfortable working independently and in cross-functional teams. Complementary Skills * Experience with Business & financial modeling and forecasting techniques. * Exposure to cloud-based analytics platforms and automation tools. * Strong attention to detail and ability to manage multiple priorities. .
Auto-ApplySummer Analyst- US Environmental Markets
Finance internship job in San Francisco, CA
Internship - Summer Analyst - US Environmental Markets
Application:
Please provide a resume and a brief letter describing your interest in the position, experience, and a bit about yourself
Salary: Competitive
Start date: Mid-May 2026 (flexible if needed. Duration: 8-12 weeks, full-time (40 Hours/week)
Why Statkraft?
Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. We envision a world that runs entirely on renewable energy. Because in the fight against climate change, we don't see renewable energy as part of the solution - we believe it must be
the
solution. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
But there's more work to be done - that's why we need you to join us.
Description:
The group is currently looking for a Summer Analyst to join the San Francisco Office for 8-12 weeks. You will sit with our small team in San Francisco and will receive hands-on experience in the US Environmental Markets. You will develop deep knowledge of a specific market and complete an independent research project that you will present to the Managing Director at the conclusion of the program. This is an opportunity to contribute directly to the success of the US office and make meaningful connections along the way.
Job Description
Your role:
Develop software-based tools to assist with market analysis and portfolio management for the US Environmental Markets business
Conduct ad-hoc analyses to support trade ideation and quantify portfolio risk
You will receive exposure to various US environmental commodity markets, trading strategies, and Portfolio Management techniques
End of internship presentation to the Head of the US Business
Qualifications
Studying towards a degree in (Environmental) Economics, Computer Science, Engineering, Math, Finance, Environmental Studies, or related degree
Interest in commodity markets - a particular interest in energy or environmental markets is a plus
Experience building analytical software or data science tools
Proficiency in Python, MS Office (especially Excel)
Focused self-starter
Excellent communication skills and attention to detail
Structured and disciplined way of working
Strong motivation and proactiveness
Intellectually curious
Analytically adept
High level of personal integrity
Additional Information
Statkraft offers:
A career with Statkraft is a career filled with purpose - meaning that every employee is not just making a living, they are making a real difference to the planet, our communities and the future. Together, we work on the front lines of changing the game for renewable energy. From hydrogen development to algorithmic trading and everything in between. We have 125 years of unrivalled expertise in creating the technologies that put ecosystems, communities and our environment first.
Opportunity to help grow Statkraft's North American/US business
A working environment characterized by professionalism, collegiality, responsibility and motivation.
Standard internship terms
Application:
Please provide a resume and a brief letter describing your interest in the position, experience, and a bit about yourself
Salary: Competitive
Start date: Mid-May 2026 (flexible if needed. Duration: 8-12 weeks, full-time (40 Hours/week)
Summer Analyst- US Environmental Markets
Finance internship job in San Francisco, CA
Internship - Summer Analyst - US Environmental Markets Application: Please provide a resume and a brief letter describing your interest in the position, experience, and a bit about yourself Salary: Competitive Start date: Mid-May 2026 (flexible if needed. Duration: 8-12 weeks, full-time (40 Hours/week)
Why Statkraft?
Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. We envision a world that runs entirely on renewable energy. Because in the fight against climate change, we don't see renewable energy as part of the solution - we believe it must be
the
solution. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
But there's more work to be done - that's why we need you to join us.
Description:
The group is currently looking for a Summer Analyst to join the San Francisco Office for 8-12 weeks. You will sit with our small team in San Francisco and will receive hands-on experience in the US Environmental Markets. You will develop deep knowledge of a specific market and complete an independent research project that you will present to the Managing Director at the conclusion of the program. This is an opportunity to contribute directly to the success of the US office and make meaningful connections along the way.
Job Description
Your role:
Develop software-based tools to assist with market analysis and portfolio management for the US Environmental Markets business
Conduct ad-hoc analyses to support trade ideation and quantify portfolio risk
You will receive exposure to various US environmental commodity markets, trading strategies, and Portfolio Management techniques
End of internship presentation to the Head of the US Business
Qualifications
Studying towards a degree in (Environmental) Economics, Computer Science, Engineering, Math, Finance, Environmental Studies, or related degree
Interest in commodity markets - a particular interest in energy or environmental markets is a plus
Experience building analytical software or data science tools
Proficiency in Python, MS Office (especially Excel)
Focused self-starter
Excellent communication skills and attention to detail
Structured and disciplined way of working
Strong motivation and proactiveness
Intellectually curious
Analytically adept
High level of personal integrity
Additional Information
Statkraft offers:
A career with Statkraft is a career filled with purpose - meaning that every employee is not just making a living, they are making a real difference to the planet, our communities and the future. Together, we work on the front lines of changing the game for renewable energy. From hydrogen development to algorithmic trading and everything in between. We have 125 years of unrivalled expertise in creating the technologies that put ecosystems, communities and our environment first.
Opportunity to help grow Statkraft's North American/US business
A working environment characterized by professionalism, collegiality, responsibility and motivation.
Standard internship terms
Application:
Please provide a resume and a brief letter describing your interest in the position, experience, and a bit about yourself
Salary: Competitive
Start date: Mid-May 2026 (flexible if needed. Duration: 8-12 weeks, full-time (40 Hours/week)
San Francisco Summer 2027 Internship - Investment Banking
Finance internship job in San Francisco, CA
Application Deadline:
01/20/2026
Address:
180 Montgomery St.
Job Family Group:
Capital Mrkts Sales & Service
Investment Banking Summer Analyst
BMO Capital Markets
BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.
BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.
Summer Analyst Program Overview:
The Summer Analyst program is designed for candidates between their junior and senior undergraduate years. The Program provides participants with practical experience in a dynamic capital markets environment. Summer analysts are assigned to a specific Investment Banking product or industry group during the 10-week program. In addition to this on-the-job experience, analysts will participate in a one-week training and orientation program. Throughout the summer, the program includes the opportunity to network with bankers across all levels as well as learn about the culture of BMO Capital Markets, participate in learning and development sessions, and obtain career guidance from dedicated mentors. The program is considered an initial interviewing step for the BMO Capital Markets full-time Investment Banking program.
Responsibilities:
As an Investment Banking Summer Analyst at BMO Capital Markets, you will gain valuable exposure to a wide variety of industries and work with several financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory. Specific responsibilities include:
Conducting industry and company research and analysis
Developing client presentations
Writing internal and external marketing memoranda
Running valuation analysis, financial analysis and completing complex modeling exercises
Performing other tasks supporting client relationships and business development
Qualifications:
BMO Capital Markets offers practical, hands-on experience in a dynamic investment banking environment. We are looking for highly motivated, ambitious, and mature individuals:
Enrolled in an undergraduate degree program, graduating in Dec. 2027 or Spring 2028
Interest in investment banking
A preferred minimum GPA of 3.4/4.0
Minimum of two college finance and/or accounting classes with grades “B” or higher
Outstanding academic achievement, leadership experience and peer recognition
Demonstrated leadership attributes in work, school, or community
Excellent analytic, critical thinking and problem-solving skills
Strong interpersonal skills used within a demanding team environment
Demonstrated proactivity, resiliency, and an unfailingly positive attitude
Excellent capacity to independently function as part of a team through self-motivation
Strong work ethic and a high level of professional integrity
Legally authorized to work in the U.S. and will not require sponsorship in the future
The annual base salary for this position is USD$110,000.
Salary:
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. 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.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyeBay - Financial Analyst Intern, application via RippleMatch
Finance internship job in San Jose, CA
This role is with eBay. eBay uses RippleMatch to find top talent.
Looking for a company where you can help shape the future of global e-commerce and impact how millions of people buy, sell, connect, and share around the world? If you're interested in joining a purpose driven community that is dedicated to creating an ambitious and inclusive workplace, start your career at eBay! With regular social activities, an inspiring speaker series, and designated engagement partners to help you navigate your 12 weeks, you will have all the resources needed to ensure the first step in your internship is an amazing one!
We hire brilliant students to come join eBay as interns, so we make sure they work on meaningful and important projects that directly impact eBay's business. (We don't want you just twiddling your thumbs!) As an intern you will actively participate in Innovation Week, National Intern Day, Intern Showcase, Finance Readout, along with various networking events. When you are not busy learning new things, you'll be making new friends at the many outings, events and adventures that will be planned to enhance your internship experience.
Finance at eBay is offering several internship opportunities, below are some of the core finance functions:
Opportunities:
Accounting/Controllership - Ensure the integrity of internal and external financial statements while enabling business growth through tight product integration into Finance systems with effective internal controls, efficient processes around financial transactions.
Business Performance Analytics - Understand historical performance, monitor site health and translate site health trends into financial implications, and work alongside FP&A and other teams to forecast future volume based on site performance trends, and use data and insights to better the business, along with ad-hoc analysis requests.
FP&A - Work closely with business partners across the organization in setting financial targets for the company and maintaining that budget, forecast quarterly and full year outlook from a risk and operations perspective, along with reporting and closing final numbers on a monthly basis.
FP&A Center of Excellence (CoE) - Partners with FP&A, Controllership, and Product and Engineering teams to provide strategic initiative support through scalable systems and processes, drive transformation programs, utilize emerging technologies such as AI, and deploy modern finance technology and data platforms to facilitate integrated planning, enable growth, and support business needs.
Internal Audit/SOX - Evaluate and improve the effectiveness of risk management, controls and governance processes across the organization. Collaborate with our business partners to understand their organization's strategy and objectives to provide valuable insights, improve business operations and effectively manage risk through our audit analyses and recommendations.
Risk - dedicated to safeguarding the integrity of eBay's marketplace by implementing advanced solutions to identify and prevent counterfeits, unsafe products, and illegal items. They work collaboratively across various departments to maintain high ethical standards and regulatory compliance, ensuring a secure environment for both buyers and sellers. Interns joining the Risk Team will gain valuable experience in risk management, contributing to impactful projects that enhance eBay's operational efficiency and customer satisfaction.
Tax - Support business partners to plan and implement efficient tax strategies. Develop and maintain tax policies consistent with worldwide tax rules and requirements. The Tax team is responsible for income tax accounting and tax disclosures on 10Q and 10K filings.
Treasury - Provide liquidity, protect & manage the capital & financial assets of eBay, while partnering with the business
Requirements
Currently enrolled as a U.S. University undergraduate student pursuing a degree in Finance, Accounting, Business Analytics, Statistics, Economics, Business Admin/Mgmt. or Int'l Business graduating December 2026 onwards
Proficient in online platforms and enthusiasm for e‐Commerce
Excellent logical, analytical, and conceptual skills
Ability to work independently
AI Tools, Excel & Presentation skills
Some SQL knowledge for the Analytics position
Skills Needed
Passionate, Good Work Ethic
Problem Solving, Self-Disciplined, Independent
Versatile and Coachable
Results Driven, Action Orientated, with a Creative and Innovative mindset
"The pay range for this position at commencement of employment in California is expected in the range below:
$2,400-$2,960 bi-weekly (Every two weeks).
Pay offered may vary depending on multiple individualized factors, including location, skills, and experience.
eBay is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, veteran status, and disability, or other legally protected status. If you have a need that requires accommodation, please contact us at ***************. We will make every effort to respond to your request for accommodation as soon as possible. View our accessibility statement (*************************************** to learn more about eBay's commitment to ensuring digital accessibility for people with disabilities.
For more information see:
EEO is the Law Poster and EEO is the Law Poster Supplement"
Auto-ApplyCollege Financial Representative, Internship Program
Finance internship job in Campbell, CA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyFinancial Planning & Analysis Analyst Intern (Summer 2026)
Finance internship job in Livermore, CA
Job DescriptionThe specific pay rate and level will depend on the successful candidate's qualifications, prior experience and location.
As a Financial Planning & Analysis Analyst Intern, embark on an enriching 8-10 week summer journey with our Internship Program, running from June to August 2026 - an ideal opportunity to gain hands-on experience, sharpen your skills, and build lasting connections. Ready to Have an Impactful Summer in 2026? Apply Today!
????“A Day in the Life”
As Financial Planning & Analysis' sole summer intern, you will support all of our business units and internal teams, with a primary focus on enhancing financial visibility, maximizing the value of our data, collaborating with a forward-thinking team, and making a real impact from day one. You'll apply your analytical capability and business curiosity to turn data into insights. One day you might be assembling monthly reporting packages, and the next, you're deep-diving into performance data and financial models!
Join a team where the groundwork is already set for success-dive straight into meaningful work, using advanced tools to generate insights and support business decisions. Your data-driven decisions will contribute to tangible business outcomes, an enhanced customer experience, and expanded digitally initiated revenue.
????About McGrath
What started as a small business over 45 years ago has blossomed into a $900M+ publicly traded (NASDAQ: MGRC) industry leader with 1,200+ employees, five dynamic business units, Mobile Modular, Portable Storage, TRS-RenTelco, Enviroplex, and Kitchens To Go. We've built our success on innovation, a strong entrepreneurial spirit, strong values, and an exceptional team.
McGrath delivers modular solutions that help businesses, schools, and communities solve tough space and infrastructure challenges with speed and confidence. We offer ready-to-deploy buildings, storage, and specialized equipment, kitchens, EV charging stations and solutions specifically designed for data center campuses. Through our TRS-RenTelco division we bring test equipment from leading global brands to support entire data centers. We enable our customers to operate smarter, scale faster, and achieve lasting results.
????“What You'll Do”
Support forecasting and annual planning models to drive process efficiency and accuracy.
Deep dive into performance data, pricing, volume, and utilization
Assess operational efficiency, cost management, and productivity metrics.
Enhance data visibility through improved dashboards, stronger historical data integration, and better data quality-aimed at uncovering trends that drive profitable revenue growth.
Assist analysis for strategic initiatives and special projects.
Compile historical metrics and refresh term analysis for contracts.
Support corporate department modeling.
Partner on data workflows and ensure data integrity in automated outputs.
Performs other duties as assigned.
✅“Must Haves"
Currently enrolled in an accredited educational institution. Actively pursuing a bachelor's degree in finance, Economics, Math, or related field with at least two years of undergraduate studies completed (junior status minimum)
Cumulative GPA of 3.0 or higher
Resourceful, driven, and thrives in a fast-paced environment.
High proficiency in Excel, PowerPoint, Power BI and Power Query
Self-starter, highly adaptable, self-motivated, and proactive
Exceptional communication, influence, and interpersonal skills
Strong problem-solving and analytical thinking
Team player with a collaborative mindset and customer-centric approach
Open to constructive feedback and committed to continuous learning.
Strong time management and organizational skills
????“Nice to Haves”
Prior intern experience in a similar field
Finance/FP&A experience
????Why This Role Rocks
McGrath is a preferred pathway for scalable, future-ready business infrastructure. Be a part of future-proof solutions that evolve with market and technology shifts. Here, YOU Matter isn't just a phrase! We empower every employee to make an impact through collaboration, creativity, and integrity. Our teams enjoy professional growth and a culture rooted in balance, inclusion, and innovation. Your participation and contributions are meaningful and impactful for the company - and for your professional journey!
????Program Perks
Mentorship from high-level professionals
Hands-on real-world training with finance leaders
Participate in presentations to company leadership.
Real-world experience beyond the classroom environment
Build your professional network.
A supportive workplace where YOU matter-and where EQ is as important as IQ.
At McGrath, we don't just build spaces, we build opportunities.
Flexibility & Evolving Responsibilities
This job posting is intended to convey the general nature and level of work expected in the role. It is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Responsibilities may evolve over time, and team members may be asked to take on additional tasks or adjust their focus in response to changing business needs-sometimes with or without prior notice. This flexibility is a valued part of our culture and supports our commitment to collaboration, agility, and shared success.
Pre-employment screenings are conducted after a conditional offer of employment is extended, in accordance with fair hiring laws. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, on the basis of disability and any other legally protected status. Our company uses E-Verify to confirm employment eligibility.
#MGRC
#LI-Hybrid
2027 Financial Advisory Summer Analyst Program - San Francisco Technology
Finance internship job in San Francisco, CA
Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight.
Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network.
In this role, you will become an integral member of the San Francisco Technology Banking Group, joining a dedicated team which provides financial advisory services to Lazard's clients within the Tech space.
Day-to-day activities of Summer Analysts are dependent on your prior experience and abilities, and include: financial analysis and modeling, company and industry research, participating in the development of client presentations, and interacting with senior bankers and clients. Assignments fall into a range of categories, including M&A, divestitures, general and strategic advisory, and capital markets. Summer Analysts are expected to spend 9 weeks at the Firm.
You'll need to have:
* Current enrollment at a US university and obtaining a Bachelor's degree with an expected graduation date in December 2027 or May/June 2028
* Top academic performance
* Motivation, creativity, maturity, and poise
* Strong quantitative background
* Strong analytical skills
* Excellent oral and written communication skills
* Strong attention to detail
* Ability to multi-task
What we offer
You will begin your internship by participating in a week-long comprehensive training program in New York. Throughout the program, you will receive formal mentorship, exposure to our Leadership Team, and participate in various social and networking events with bankers across the Firm.
We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.
We expect the base salary for this role to be approximately $120,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job.
Does this sound like you?
Apply! We'll get in touch on the next steps.
Representation at Lazard
Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.
Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.
Financial Advisor
Finance internship job in San Jose, CA
This job posting is anticipated to remain open for 30 days, from 02-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
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Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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Finance Analytics & AI Enablement Intern
Finance internship job in San Jose, CA
Join Align's Finance Analytics team for a hands-on summer internship focused on data-driven decision-making and AI-powered solutions. You'll work on financial analysis, forecasting, and automation projects, leveraging tools like Power BI, Python, and Copilot AI to enhance planning and reporting
Role Expectations
Assist in data analysis, forecasting, and reporting for annual planning and monthly reviews.
Build and optimize dashboards and predictive models to support business and growth tracking.
Explore and implement AI-driven tools (e.g., Copilot, machine learning models) to improve financial workflows.
Collaborate with Product, Marketing, and IT teams to integrate automation into planning processes.
Document processes and provide recommendations for efficiency improvements.
Support ad-hoc analysis and data visualization for leadership presentations.
What We're Looking For
Education: Pursuing a Bachelor's or Master's degree in Finance, Data Science, Business Analytics, or related field.
Skills:
Strong analytical and problem-solving abilities
Proficiency in Excel, Power BI, and data visualization tools
Basic knowledge of Python/R and SQL
Technical: Familiarity with AI/ML concepts and interest in Copilot or similar AI assistants.
Communication: Ability to present insights clearly and collaborate effectively.
Teamwork: Comfortable working independently and in cross-functional teams.
Complementary Skills
Experience with Business & financial modeling and forecasting techniques.
Exposure to cloud-based analytics platforms and automation tools.
Strong attention to detail and ability to manage multiple priorities.
..
Summer Analyst- US Environmental Markets
Finance internship job in San Francisco, CA
Internship - Summer Analyst - US Environmental Markets
Application:
Please provide a resume and a brief letter describing your interest in the position, experience, and a bit about yourself
Salary: Competitive
Start date: Mid-May 2026 (flexible if needed. Duration: 8-12 weeks, full-time (40 Hours/week)
Why Statkraft?
Statkraft has been making clean energy possible for over a century. That's what we offer. 125 years of unrivalled expertise in supplying the world with what it needs most. We envision a world that runs entirely on renewable energy. Because in the fight against climate change, we don't see renewable energy as part of the solution - we believe it must be
the
solution. With us, you'll shape a career that is truly forward-facing with many amazing opportunities and offerings to match.
But there's more work to be done - that's why we need you to join us.
Description:
The group is currently looking for a Summer Analyst to join the San Francisco Office for 8-12 weeks. You will sit with our small team in San Francisco and will receive hands-on experience in the US Environmental Markets. You will develop deep knowledge of a specific market and complete an independent research project that you will present to the Managing Director at the conclusion of the program. This is an opportunity to contribute directly to the success of the US office and make meaningful connections along the way.
Job Description
Your role:
Develop software-based tools to assist with market analysis and portfolio management for the US Environmental Markets business
Conduct ad-hoc analyses to support trade ideation and quantify portfolio risk
You will receive exposure to various US environmental commodity markets, trading strategies, and Portfolio Management techniques
End of internship presentation to the Head of the US Business
Qualifications
Studying towards a degree in (Environmental) Economics, Computer Science, Engineering, Math, Finance, Environmental Studies, or related degree
Interest in commodity markets - a particular interest in energy or environmental markets is a plus
Experience building analytical software or data science tools
Proficiency in Python, MS Office (especially Excel)
Focused self-starter
Excellent communication skills and attention to detail
Structured and disciplined way of working
Strong motivation and proactiveness
Intellectually curious
Analytically adept
High level of personal integrity
Additional Information
Statkraft offers:
A career with Statkraft is a career filled with purpose - meaning that every employee is not just making a living, they are making a real difference to the planet, our communities and the future. Together, we work on the front lines of changing the game for renewable energy. From hydrogen development to algorithmic trading and everything in between. We have 125 years of unrivalled expertise in creating the technologies that put ecosystems, communities and our environment first.
Opportunity to help grow Statkraft's North American/US business
A working environment characterized by professionalism, collegiality, responsibility and motivation.
Standard internship terms
Application:
Please provide a resume and a brief letter describing your interest in the position, experience, and a bit about yourself
Salary: Competitive
Start date: Mid-May 2026 (flexible if needed. Duration: 8-12 weeks, full-time (40 Hours/week)
Financial Analyst Intern, application via RippleMatch
Finance internship job in San Francisco, CA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
About RippleMatch
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role
Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field.
Basic understanding of financial concepts, including financial modeling, valuation, and analysis.
Proficiency with Excel and experience with financial analysis software and tools.
Strong analytical skills, with the ability to interpret financial data and generate insights.
Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines.
Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members.
Attention to detail and a commitment to accuracy in financial reporting and analysis.
Eagerness to learn and adapt in a fast-paced environment.
Initiative to take on projects and a proactive approach to problem-solving.
Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
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