Financial Relationship Consultant
Finance internship job in Dallas, TX
The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development
Duration - 6 month contract with possible conversion
Interview Process: Typically 1 virtual Teams interview unless an onsite can be coordinated.
Location: Dallas (75212) - near Trinity Groves area
Schedule: Onsite M-F, 8 AM - 5 PM
Interview Process: 2 rounds of virtual interviews
Qualifications:
Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling
Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker
Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services
Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position)
Preferred:
Bilingual in Spanish preferred; not 100% required
Salesforce CRM experience preferred
Other skill:
Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
Proven customer service skills
Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
Excellent communication skills, both verbal and written, with the ability to speak concisely
Must be team-oriented
Ability to be influential and establish positive working relationships across the organization with various stakeholders
Knowledge of legal entity documentation preferred
Strong attention to detail and accuracy
Strong phone communication skills
Responsibilities:
Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
Proactive customer outreach that is aligned to our high touch / engagement model
Proactive phone calls to both existing and prospective customers
Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects.
Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc.
Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations.
Assist in community awareness events to increase bank outreach and foster new business opportunities.
Assist management with various operational duties and responsibilities.
Abide by Bank policies, procedures, and regulatory compliance guidelines.
May be asked to provide Saturday Banking Support
Sap Finance Control Consultant
Finance internship job in Richardson, TX
As a SAP FICO Functional Test Lead, you will act as a validation and quality assurance expert and ensure that SAP Finance applications meet business requirements and deliver high-quality, defect-free outcomes. You will be responsible for requirement analysis, test strategy definition, test design, and execution leadership. You will collaborate with cross-functional teams across onsite and offshore locations, working within a culture that values teamwork, continuous learning, excellence, and diversity.
Required Qualifications
Bachelor's degree or foreign equivalent from an accredited institution
(In lieu of degree, three years of progressive experience may be considered per year of education.)
4+ years of Information Technology experience
Strong understanding of testing processes and the end-to-end testing life cycle
Excellent verbal and written communication skills
Preferred Experience
Proven experience as SAP Functional Test Lead - SAP FICO, including implementation, rollout, upgrade, and enhancement projects
Experience managing S/4 HANA testing environments is highly preferred
Strong functional knowledge of SAP FICO modules, including:
Accounts Payable (AP)
Accounts Receivable (AR)
General Ledger (GL)
Product Costing
Material Ledger
Margin Analysis
Asset Accounting
Controlling (CO) - end-to-end business processes
Experience working in a global onsite-offshore delivery model
Hands-on experience in:
Test planning & strategy
Impact analysis
Risk identification & management
Test execution leadership
Good knowledge of SAP integration testing, regression testing, and test automation practices for SAP S/4 HANA
Ability to lead and manage customer stakeholders and internal teams throughout the testing lifecycle
Experience conducting and driving defect triage meetings
Ability to prepare and deliver test-related reporting including:
Daily status reports
Weekly & monthly dashboards
Test metrics tracking
Ability to identify and propose tools/technologies aligned with the broader testing function
Strong knowledge of modern testing techniques, tools, and industry methodologies
Hands-on experience with SAP test automation tools such as Tosca or Worksoft
Strong collaboration skills with SI partners, IT teams, Business teams, third-party vendors, and offshore teams
Soft Skills
Strong analytical, decision-making, and leadership abilities
Excellent communication and stakeholder management
Ability to work in fast-paced, multicultural environments
Proactive attitude with a passion for quality and continuous improvement
Data & Financial Analyst USC and GC Only
Finance internship job in Richardson, TX
Role :: Data & Financial Analyst
Duration :: Long Term Contract
Domain Experience: Telecom
Key Responsibilities
Combination of data analyst and financial analyst. Strong Excel/Tableau/Smartsheet skills is key, with solid experience in both financial and operational reporting:
1. Develop and maintain data infrastructure
Gather data from multiple sources, maintain data sets and ensure data integrity. Proficiency in nSAP/1ERP will be advantageous
2. Perform data analysis and management reporting
Identify, analyze and interpret trends using advanced Excel/Tableau/Smartsheet features. Conduct financial and operational performance analysis. Produce reports for performance tracking, budgeting, planning and forecasting purposes
3. Create data visualizations
Design and build data visualizations (including charts, tables and dashboards) using Excel, Tableau and/or Smartsheet to present complex data in a clear, simple and impactful manner
4. Collaborate and communicate findings
Work with stakeholders through the data analysis and reporting workflow. Present findings and recommendations to stakeholders in a clear, concise manner
5. Support process improvements
Identify opportunities to streamline existing reporting and management processes
Financial Analyst
Finance internship job in Dallas, TX
FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management.
Job Duration : 6-12 Months
Pay rate : $23/hr
(Summary of Division)
Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm.
Your Impact (Role Purpose Summary)
This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously.
Our Impact (Team Function Summary)
The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity.
How You Will Fulfill Your Potential (Responsibilities Summary)
Monitor and investigate reporting breaks, process failures, and booking discrepancies.
Work with Sales, Trading, and Technology to resolve technical or trade-related issues.
Re-engineer processes to reduce risk and improve efficiency.
Participate in technology upgrades and regulatory change projects.
Continually refine workflows to improve quality, reduce errors, and meet operational targets.
Skills - Basic Qualifications Summary
Bachelor's degree and 0-3 years of experience, ideally in financial operations.
Strong technical aptitude, Microsoft proficiency, and high attention to detail.
Skills - Preferred Qualifications Summary
Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support.
Strong communication, relationship-building, and problem-solving abilities.
Ability to handle pressure, multitask, and anticipate issues proactively.
Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.
Financial Consultant Partner
Finance internship job in Roanoke, TX
Regular
Your opportunity
This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.
To learn more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required minimum skills and qualifications are:
Bachelor's degree or equivalent work related experience
A valid and active Series 7 license is required (may be obtained under a condition of employment)
A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment)
Notary certification (may be obtained after hire)
Minimum of 3 years of financial services experience is strongly preferred
Passion for the client with the ability to strengthen and retain client relationships
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients
Demonstrated experience handling client concerns and issues with tact and diplomacy
Strong written and verbal communication skills
Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize
Aptitude for, and experience in, identifying new relationship development
Show a genuine interest in staying current on market events and ability to understand the implications for clients
Ability to uncover and meet client needs and effectively manage client expectations
Demonstrated ability to be agile in changing environmental, economic, and client need scenarios
Operational and/or project management experience
Strong organizational skills with attention to detail
Ability to develop and maintain good cross-enterprise working relationships
Strong problem solving skills
Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email
Collaborative and team based work style
Ability to retain and execute upon complex information with relative ease
Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage
Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety
There is a minimum time-in-position expectation of 2 years
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Financial Analyst I - Ambulatory Administration
Finance internship job in Euless, TX
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
Supports regional financial management using CHRISTUS standard systems to conduct routine and ad hoc reporting.
Responsibilities:
Primary duties include routine daily, weekly, be-weekly, and monthly reporting to support management needs for information related to service line utilization, cost, and profitability, and business statistics for volumes
Support other functions as needed for budget preparation and analysis, regional initiatives, financial statement and monthly report preparation, and other functions related to financial reporting and analysis
Support CHRISTUS development of budgetary and financial/operational information systems development/deployment
Relate data per reporting systems to CHRISTUS Health Information System for Financial xevrcyc and Clinical operations
Requirements:
Bachelor's Degree preferred.
Work Schedule:
8AM - 5PM Monday-Friday
Work Type:
Full Time
Financial Analyst (Retail Experience Req'd)
Finance internship job in Irving, TX
The Financial Analyst is an entry-level role designed for a motivated and detail-oriented individual eager to grow within a dynamic finance team. This position supports core financial reporting, forecasting, and analysis processes while developing critical business and technical skills. Working closely with the senior director of business intelligence and cross-functional teams, this role helps drive accurate and timely reporting that informs operational and strategic decision-making.
Essential Functions / Major Responsibilities:
Assist in the preparation of monthly financial reports, dashboards, and performance summaries for internal stakeholders.
Support the annual budget and monthly forecasting process by gathering data, updating templates, and validating inputs.
Perform basic variance and trend analyses on revenue and expense data, identifying key changes versus budget or prior periods.
Maintain and update store-level financial models, ensuring accuracy in data inputs such as sales, labor, and expenses.
Partner with departments to collect data and ensure alignment on reporting requirements and assumptions.
Support ad hoc analysis requests and special projects by pulling and organizing data in a structured and efficient manner.
Assist in enhancing reporting tools and automating recurring reports where appropriate.
Contribute to continuous improvement efforts within the Finance function by helping document processes and identifying opportunities for efficiency.
Required Skills / Abilities / Competencies:
Foundational knowledge of financial analysis, accounting principles, and business reporting.
Proficiency in Excel (e.g., pivot tables, VLOOKUP, IF statements); exposure to Power BI, Tableau, or SQL is a plus.
Strong attention to detail with a commitment to data accuracy and integrity.
Ability to work effectively in a team environment and take direction from senior analysts.
Excellent organization and time management skills; able to manage multiple tasks and meet deadlines.
Clear and professional communication skills-both verbal and written.
Demonstrated eagerness to learn and grow; receptive to feedback and development.
Alignment with client's values and a passion for contributing to a purpose-driven brand.
Education and Experience:
Bachelor's degree in finance, accounting, economics, business, or a related field.
Up to 2 years of relevant finance experience preferred (QSR, retail, or hospitality experience is required).
Familiarity with financial statements and budgeting processes preferred.
Personal passion for health and fitness is a plus.
Investment - Summer Internship 2026
Finance internship job in McKinney, TX
Primary Duties & Responsibilities Ready to launch your career and make a real impact? At Globe Life, our summer internship program isn't about busy work, it's about diving into meaningful projects that drive our mission to help Make Tomorrow Better. As a publicly traded company, we offer a unique opportunity to gain hands-on experience, build your skills, and contribute to work that truly matters. This is more than just an internship-it's your chance to kick-start your career and leave your mark.
We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Investments Intern? Globe Life is looking for an Investments Intern to join the team in Summer 2026!
The Investments Intern will focus on corporate bond and municipal credit research and other related activities required to support a disciplined investment selection and review process for Globe Life Inc. (NYSE: GL) and its affiliates. The candidate will research and present on a specific sector, and relevant constituents for management's review. This internship program offers a unique opportunity to gain hands-on experience in asset management, security analysis, investment research, capital markets, and valuation.
This is an onsite position located in McKinney, TX.
What You Will Do:
* Analyze credit risk through research on corporate and municipal debt issuers.
* Report ongoing company-specific and industry-wide developments and trends (verbal/written).
* Perform a variety of analyses (including but not limited to) reinvestment break-even, scenario/sensitivity, etc.
* Present industry/sector outlooks and provide investment recommendations.
What You Can Bring:
* Junior/Senior
* Minimum 3.0 GPA.
* Interest/participation in the CFA Program.
* Ability and willingness to perform clerical functions as needed.
* Willingness to learn different areas within the organization.
* Work on different projects within the department as well as team projects.
* Back up other team members during vacations and/or leaves of absence.
* Firm understanding and interest in capital markets (equities, bonds, derivatives, alternatives, etc.).
* Solid academic background with advancement towards an undergraduate degree in finance, accounting, economics, mathematics, and/or similar relevance.
* Strong, detail-oriented, analytical/reasoning skills with ability to analyze large quantities of information efficiently and effectively.
* Excellent organizational, interpersonal, writing, and presentation skills; must construct/defend a recommendation.
* Proficiency in financial statement analysis and other relevant information.
* Self-starting, and exhibiting ownership of assigned sector coverage.
* Robust computer skills with proficiency in Microsoft Office (Bloomberg terminal functions a plus).
* Reliable and predictable attendance of your assigned shift and have the ability to work 40 hours per week
Program Overview:
The Globe Life summer internship program offers 10 weeks of immersive, hands-on learning designed to help you build valuable skills and enhance your professional profile. In addition to impactful departmental projects, our program features a variety of enriching experiences:
* DiSC Workshop: Enhance your communication, teamwork, and leadership skills through an interactive workshop centered on the DiSC personality assessment. Learn how to leverage your strengths and collaborate effectively.
* Co-CEO Luncheon: Enjoy a unique opportunity to dine with Globe Life's co-CEOs, where you can ask questions, learn about their vision for the company, and gain firsthand leadership insights.
* Networking Events: Build connections with your peers, mentors, and Globe Life professionals during structured networking sessions designed to foster lasting professional relationships.
* Volunteer Event: Join forces with your fellow interns to give back to the community by participating in a volunteer event aligned with Globe Life's mission to help families secure their future.
* Exclusive Game-Day Experience: As part of our partnership with the Dallas Cowboys and Texas Rangers, interns are invited to watch a Rangers game at Globe Life Field from our exclusive suite, complete with game-day snacks and an unforgettable atmosphere.
* Access to Wellhub Benefit: While employed with Globe Life, interns can enjoy a month-to-month Wellhub membership with access to exclusively priced gyms and fitness studios, group and virtual classes, and custom fitness programs.
* Professional Headshots: Take advantage of a complimentary professional photoshoot to upgrade your LinkedIn profile and stand out in your job search.
The internship program runs from June 1st to August 4th 2026, offering a structured timeline that ensures you maximize your learning and professional development over the course of 10 impactful weeks. Join us for an unforgettable summer!
Location: 7677 Henneman Way, McKinney, Texas
2026 Internships, Investment Roles
Finance internship job in Dallas, TX
About Company:
At Carlson Capital, L.P., our core mission is to provide our investors with a return that combines the low-risk profile of fixed-income assets with the growth potential inherent in equity investments. We achieve this balance through our strategic application of non-directional, relative value investment approaches.
As a registered investment advisor headquartered in Dallas, Texas since 1993, our firm has been a beacon of empowerment for investment professionals. If you're eager to contribute your visionary ideas and make a meaningful difference, we encourage you to apply. Discover the opportunities that await you in a workplace that thrives on cooperative spirit and vibrant dynamism. Let's shape the future of investing together.
About the Opportunities:
Our internships last 13 weeks and are based in our headquarters in Dallas, Texas. We do not expect to start interviews until January of 2026 for the summer of 2026. Our investment internship roles could include positions in either our Equity Relative Value (EqRV) strategy, our Corporate Catalyst strategy, or within our Alpha Capture team. Interns will work directly with an Equity Sector Specialist or with senior managers in Alpha Capture. All roles will require skills in financial modeling, market data analysis, and most importantly, interpersonal communication skills. These internships are designed for those graduating in 2027 from a well-respected business or math program at a major four-year university.
Unfortunately, these positions are not eligible for Visa sponsorship.
Minimum Qualifications:
Candidates for a BBA in Finance, Accounting or Economics or candidates studying for a B.S. or B.A in Applied Mathematics.
Strong organizational and time management skills.
Excellent communication and interpersonal skills with the ability to succinctly summarize large volumes of financial data into written investment memos.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Knowledge of Factset and Bloomberg.
Interns for the Alpha Capture teams will need to know Python and have knowledge of enterprise repository tools and data modeling tools as well as a current understanding of LLM's and AI in the investment realm.
Responsibilities:
Maintain decision support tools, including forecasts and valuation models.
Monitor sector positions for changes from the original investment catalyst or theme.
Assist in the development of catalyst themes based on original research.
Write and share investment memos with the team based on new information and market developments.
Interns in the Alpha Capture team will work with data extraction tools and Carlson proprietary tools to assist our investment team.
Auto-ApplyCollege Intern - Ground Handling Finance Analyst
Finance internship job in Irving, TX
Ready for takeoff?
We are looking for college intern who will be passionate to work for Envoy Air, the largest regional airline in the American Airlines Group (AAG) of carriers. This is an exciting opportunity where you will have the unique opportunity to work with a team of professionals to share your creative ideas to continue to build the Envoy brand, support recruiting efforts and translate complex concepts into easy to understand materials for our different audiences. Envoy operates Embraer 175 and 170 aircraft. The regional airline has expanded its network outside of the U.S. to international destinations in Canada, Mexico and the Caribbean.
Our paid 11-week summer internship will not only enhance your studies, but also provide an educational experience you can't find in the classroom. As an intern, you will learn real world skills while building a professional network of future peers. You will learn the ins and outs of how your team impacts the business day to day and gain an understanding of the commercial aviation business.
Pay rate: $22 / hr
Responsibilities
Interns will function as Financial Analysts in one of the company's key financial/operational departments. Financial reporting and analysis may cover any part of the business including: Flight Crews, Airport Operations, Maintenance, and Strategic Benchmarking. Each participant will be assigned a mentor and will participate in various training opportunities during the internship. Upon completion of the internship, each intern will have an understanding of the job functions of an analyst as well as an understanding of the commercial aviation business.
The responsibilities of this position include analysis of financial statements, forecasting changes to the budget, and involvement in special projects.
Typical job duties include:
Analyzing Envoy's monthly financial results and understanding financial controls.
Develop strategic analyses using analytic systems such as Microsoft Excel, SAP, Essbase, and Sabre software suite.
Building automated analytical processes and improving control tools.
Closing monthly financials and forecasting remaining year changes to the financial operating plan.
Analysis of capital and non-capital spending, within AR's and purchasing agreements
Present analysis to upper-level management, communicating financial results and process improvement initiatives
Qualifications
The ideal candidate must be able to work in a team environment and the ability to prioritize work and projects in order to meet deadlines and objectives. Must be able to work with minimal supervision, report to work regularly and on-time, and be self-motivated.
Position Requirements:
Minimum age of 18
Enrolled in an undergraduate or graduate degree program in: Finance, Accounting, Management, Economics, Information Systems, or Supply Chain Management
Must be classified as a Junior or Senior upon start of internship
3.25 minimum Grade Point Average
Advanced proficiency in MS Office that includes Excel, Word, PowerPoint, and Outlook
Proficiency in organizational, decision-making and problem-solving skills
Ability to present data to all levels of management
Must be willing and able to travel
Demonstrated ability to communicate effectively both orally and in writing
Experience sorting, organizing, analyzing and presenting large data sets
Experience with problem solving, forecasting, and advanced financial analytical skills
Must be able to read, write, fluently speak, and understand the English language
Possess the legal right to work in the United States
Please note: The description is intended to provide a brief overview of the position. It's not intended to be an exhaustive list of all responsibilities, duties, expectations, and skills required of those in this position. Duties and expectations may be subject to change at any time.
Please note: The description is intended to provide a brief overview of the position. It's not intended to be an exhaustive list of all responsibilities, duties, expectations, and skills required of those in this position. Duties and expectations may be subject to change at any time.
Envoy Air is an Equal Opportunity Employer - Minorities/Women/Veterans/Disabled.
Envoy Air Inc, a wholly-owned subsidiary of American Airlines Group, operates more than 168 Embraer aircraft on 970 daily flights to over 165 destinations throughout the United States, Canada, Mexico, the Bahamas and Caribbean.
More than 21,000 Envoy employees operate regional flights for American Airlines under the American Eagle brand, and provide ground handling services for many American Airlines and American Eagle branded flights at 120 airport locations across North America and the Caribbean. The company was founded in 1998 as American Eagle Airlines, Inc., following the merger of several smaller regional carriers to create one of the largest regional airlines in the world. Envoy is headquartered in Irving, Texas, with hubs in Dallas-Fort Worth, Chicago, and Miami, with a large ground handling operation in Los Angeles. Connect with Envoy @EnvoyAirCareers on Instagram, Facebook, LinkedIn and X.
#EnvoyInterns
Auto-ApplyIntern - Commercial Banking
Finance internship job in Dallas, TX
An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services.
Internship Dates: May 27th - July 31st, 2026
Responsibilities
Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors
Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries.
Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request.
Participates in loan committee meetings to gain insight on the loan approval process.
Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package.
Observes how new business is generated through referrals, prospecting, and networking.
Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials.
Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients.
Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills.
When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker.
Qualifications
Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered.
Should be in good standing at the college or university.
Must be eligible to work for any employer in the U.S. without sponsorship now or at any point in the future.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
Excellent verbal, written and interpersonal communication skills.
Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Auto-ApplyInvestment Summer Intern
Finance internship job in Dallas, TX
Cabot Properties is a leading international private equity real estate investment firm specializing in logistics and industrial properties. With a strategic focus on high-growth, global gateway markets, we invest in, develop, and operate modern distribution facilities that power global commerce.
For more than 35 years, we have delivered value on behalf of our institutional investors through disciplined investment strategies and deep expertise. Our global footprint spans the United States, United Kingdom, Europe, and Asia Pacific, where we have built a strong reputation as a trusted partner in the logistics real estate sector.
To date, Cabot has invested over $17 billion in logistics real estate, managing a portfolio of more than 1,750 properties encompassing 243 million square feet and serving over 4,300 tenants. Our scale, experience, and commitment to operational excellence position us as a long-term industry leader in one of the most dynamic segments of commercial real estate.
Job Summary
We have an exciting opportunity for an Investment Intern in our Dallas office for the summer of 2026. This program offers a unique opportunity to engage in the acquisition of industrial real estate, while developing transactional, financial, and investment management skills. The Investment Intern will gain exposure to the structure of private equity real estate transactions and support the team in underwriting investment opportunities, reviewing due diligence materials, conducting market research, and assisting with other components of the investment process.
Key Responsibilities
Investment Underwriting and Analysis
Work with members of the Investments team to support investment activity across all Cabot's investment vehicles.
Assist in preparing investment underwriting in Argus and Excel.
Transaction and Market Research
Conduct market and submarket research using CoStar and supplementary data sources.
Review due diligence materials in support of potential acquisitions.
Data Management
Prepare and enter lease abstracts into Cabot's accounting database.
Update Cabot's lease and sales transaction database maintained in Excel.
Team Support
Participate in special projects for the Investments team as needed.
Perform other duties as assigned.
Qualifications & Experience
Proven record of academic performance.
Preferred graduation date of 2027.
Strong attention to detail and organizational skills.
Effective problem-solving skills with the ability to multi-task.
Works effectively and cooperatively as a member of a team.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook; Access a plus).
Basic finance, accounting, or business knowledge preferred.
Work Environment & Travel
Hybrid work model based primarily in a professional office environment.
Ability to remain in a stationary position (e.g., seated at a desk) for extended periods.
Must be able to operate a computer and communicate effectively in person and via digital platforms.
Reasonable accommodations will be provided in accordance with applicable laws to support individuals with disabilities.
Equal Opportunity Statement
Cabot Properties is an equal opportunity employer committed to creating an inclusive and respectful workplace for all. We provide equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, disability, genetic information, pregnancy, marital or civil partnership status, veteran status, or any other characteristic protected by applicable laws. We believe that diversity, equity, and inclusion are essential to our success, and we strive to foster a culture where every team member feels valued, respected, and empowered to contribute fully.
Auto-ApplyInvestment Banking Intern (Spring 2026)
Finance internship job in Dallas, TX
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 ApplySummer Analyst (2026)
Finance internship job in Dallas, TX
About Trinity Hunt Partners: Based in Dallas, Trinity Hunt Partners (THP) is a middle-market private equity firm with approximately $2.3 billion in assets under management, focused on building founder and family-owned businesses into market leaders. The firm is focused on partnering with business, healthcare, and consumer services companies to accelerate their growth and build them into industry leaders. The firm employs a proactive, research-driven investment process to identify leading businesses in attractive services sectors. Trinity Hunt Partners has earned a reputation for working effectively with entrepreneurs to provide strategic, operational, and financial expertise to help elevate their companies to the next level of success. ***************************
Summer Analyst Program Structure: The Summer Analyst Program at THP is structured as a 10-week Internship. With strong performance over the course of the Internship, Summer Analysts will have the opportunity to move into a full-time Analyst role starting the following Summer (2027) Candidate Profile:
Superior academic achievement (3.7+ GPA)
Strong work ethic, intellectual curiosity, and attention to detail
A collaborative team player with outstanding interpersonal skills and an engaging personality
Strong interest in private equity investing and business operations
Key Responsibilities:
Assisting with new investment opportunity sourcing
Evaluating new deals including financial modeling and performing analysis on data sets
Preparing materials summarizing qualitative and quantitative findings on investment opportunities
Working with portfolio company management teams to support financial planning, analysis, and reporting
Supporting business development and investor relations
Auto-Apply2026 Summer Internship - Investor Reporting
Finance internship job in Coppell, TX
Who we are Shellpoint Mortgage Servicing (SMS) is one of America's top-five non-bank mortgage-servicing companies. What is mortgage servicing? Our clients are businesses that own mortgage loans (such as banks and real estate investment firms). On their behalf, we manage (or "service") their loan portfolios, which means that we collect homeowners' mortgage payments, pay their tax and insurance bills, and help homeowners in default to get current.
Primary Function:
FAST TRACK, Future Achievers Shaping Tomorrow Through Real-world Applied Career Knowledge, our summer internship program is 10 weeks long. The program provides rising seniors the opportunity for professional development by building relationships, gaining corporate experience, learning about our industry, and preparing students with the experience needed to have a rewarding career at our organization. The ideal candidate can see the big picture in any situation, has an entrepreneurial and process improvement mindset and can handle any situation with composure and empathy. We're looking for assertive, well-spoken, and compassionate students who are dependable, service-minded, and results-oriented.
The Investor Reporting Intern will fully immerse in the day-to-day activities of our Servicing team who are responsible for the financial aspects of mortgage banking, including but not limited to cash posting and cash movement.
Primary Responsibilities
* Performs assigned duties, under direction of experienced personnel, to gain knowledge and experience required for promotion to a management position. These duties will involve decisioning in real world account management scenarios.
* Performs business analyses and provides recommendations to leadership for business and process changes
* Receives training and performs duties in several functions in order to become familiar with line and staff functions, management viewpoints, company policies, and best practices
* Observes experienced workers to acquire knowledge of methods, procedures, and standards required for performance of departmental duties.
* Help champion the Process Improvement discipline within the organization and implement the steps and tools necessary to successfully complete projects.
* Will be required to attend company sponsored training classes and attain certain certifications.
* Performs related duties as assigned by supervisor.
Education and Experience Requirements
* Currently pursuing a four-year college degree with a scheduled graduation date between Fall 2026 and Spring of 2027.
* Degree in Finance, Accounting or Mathematics preferred.
Knowledge, Skill, and Ability Requirements
* Excel in a team-oriented, collaborative environment while contributing to the creation, design, and implementation of value-add business strategies that affect current operating practices and company policy.
* Be able to clearly articulate and present ideas and findings to a varied audience, including the operations staff and senior leadership.
* Excellent written and verbal communication skills
* Proficiency in quantitative analysis
* Ability to adapt
* Willingness to learn
* An entrepreneurial business mindset.
* Strong business communication skills with an ability to work well in a collaborative environment.
* Strong attention to detail and an ability to multi-task, respond well to pressure and deadlines, and work well individually and in a collaborative environment.
* Strong skills in Excel and/or Tableau (charts, graphs, pivot tables, formulas, macros etc.).
* Experience with PowerPoint and Visio a plus.
Applicants must be legally authorized to work in the United States. Newrez does not consider visa sponsorship for early career prorgram opportunities. Applicants who require sponsorship now or in the future are not eligible for this position, this includes applicants with a temporary work authorization such as F-1 students on OPT or STEM OPT.
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
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CA Notice at Collection
Auto-ApplyPBWM Technology, Summer Analyst, Leadership & Delivery - Dallas (North America - 2024)
Finance internship job in Irving, TX
Citi's PBWM Technology Summer Analyst Program is designed to provide students with an immersive 10-week experience in various PBWM Technology teams. One of the program tracks is the Leadership & Delivery track, which focuses on project leadership and delivery roles, including project management, product management, business analysis, software architecture, and more.
While technical knowledge is preferred, it's not mandatory for these positions, as success in these roles hinges on strong communication, analytical, and organizational skills rather than coding.
This program is open to students with targeted graduation dates between December 2024 and May 2025 and offers training, networking, and mentoring opportunities.
Successful participants have the potential to join the full-time PBWM Technology Analyst Program, which includes two one-year rotations and extensive leadership development.
To be eligible, candidates should be pursuing a Bachelor's degree, have a GPA of 3.
0 or above, and not require U.
S.
work authorization sponsorship.
The annual salary for this role is $90,000, and Citi values diversity, personal growth, and ethical decision-making in its candidates.
Financial Analyst Intern
Finance internship job in Dallas, TX
About Us:
ALM First Financial Advisors is a leading, trusted strategic partner for depository institutions, offering an array of financial advisory services. Since 1995, our expertise in asset liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions' balance sheets, strengthening their financial performance and building efficiencies. With more than $78 billion of investments under management. ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 350 financial institutions nationwide.
Responsibilities:
The intern role is to facilitate the data work portion of the advisory team needs. Additionally, interns work closely with a Financial Advisor in maintaining client relationships
Preparation of asset/liability management (ALM) reports
Loading detailed data from clients into the ALM model via electronic data files
Generating interest rate sensitivity analyses, including volatility in economic value of assets and liabilities and projected net interest income
Analyzing interest rate risk positions utilizing results from the ALM analysis for clients
Preparing written analyses of the ALM results
Discussing ALM results with the Financial Advisor and with clients via remote or in-person presentations
Preparing what-if analysis and providing written analysis of the results
Facilitate training of new analysts
Contribute to the development of new products
Participate in SSG projects
Credit and valuation
Distressed cash flow analysis
This position is an entry level position.
The day to day duties of the position can be categorized as either 1) analysis or 2) client related
Analysis
Manage all data to and from clients
Model client balance sheets in ALM software
Produce ALM output
Prepare write-up analyzing ALM output
Run what-if analysis
Run monthly investment reports
Client
Discuss ALM results with clients
Discuss what-if results with clients
Discuss research and market conditions with clients
Interact with client regarding data management
Minimum Education Qualification:
Junior or Senior year of undergraduate degree in finance or a related field. No prior experience is required; however, at least 1 year of analyst work experience is preferred.
Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, and team members.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer
Must be able to move about inside and outside of the office
Must be able to lift up to 15 pounds at times
Must be able to effectively communicate.
Work Environment:
Work is normally performed in a typical interior/work environment
Must be able to lift up to 15 pounds at times
ALM FIRST STATEMENT ON DIVERSITY & INCLUSION
ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our driven dedication to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at ways to challenge our diversity of thought, improve our own policies and practices to encourage diversity through the use of our designated committee.
Equal Employment Opportunity
ALM First has a commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations
ALM First values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. ALM First provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at ******************** or via telephone at *************** (U.S.).
Financial Analyst, Internship - Compensation Valuation
Finance internship job in Dallas, TX
Full-time Description
Multiple Locations Offered: Dallas, Nashville, Denver, Chicago, Philadelphia and New York
VMG Health supports a nationwide network of clients with over 70,000 engagements, exclusively in the healthcare industry. Our national client base ranges from large health systems to small practices and everything in between, including investors and private equity firms. VMG Health provides a solutions-oriented approach to client needs through our strong market position, extensive contacts, unparalleled tools and solutions, and expert insights. We are proud to serve as the single source for all our clients' valuation, strategic, and compliance needs.
Requirements
VMG Health is seeking a Financial Analyst on our Compensation Valuation team in Dallas, Texas and/or Nashville, TN to assist with performing financial analyses, valuation excel modeling, due diligence, market research and report writing.
KEY RESPONSIBILITIES:
Apply core financial valuation principles to unique and ever-evolving types of arrangements.
Work directly with clients in gathering information and data such as financial statements, contractual agreements, operational reports and any other data or information required to provide a thorough work product.
Problem-solve in developing novel methodologies, approaches or considerations in an ever-evolving industry.
Participate in authoring or co-authoring articles and/or presentations on compensation arrangements.
Work directly with Division leadership in a team-based cohesive environment.
Support the maintenance of the Division's infrastructure including updating and keeping template models & reports current, performing periodic survey database analytics, and contributing to a positive culture.
QUALIFICATIONS:
Bachelor's degree in accounting, finance and/or economics
Strong knowledge of financial theory and/or economics.
Studying financial modeling theories via university.
Proficient in Microsoft Office; strong knowledge of Excel and Word
Ability to work independently with minimum supervision. Attention to detail and ability to review personal work and peers' work.
Superior written and oral communication skills. Ability to present ideas in a business-friendly language and tailor formal and informal communications to the audience.
Client-oriented work ethic and excellent interpersonal skills. Ability to build and manage relationships with key clients to ensure the success of each engagement.
Desire to contribute thought leadership to engagements and organizational knowledge
Tenacity, intellectual curiosity, and a drive for continuous improvement.
Travel:
Minimal
Office:
Hybrid - 4 days in office
Financial Analyst Intern, application via RippleMatch
Finance internship job in Dallas, TX
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.
Auto-ApplyInvestments Intern
Finance internship job in Dallas, TX
Requirements
Key Skills and Abilities Needed to Succeed in This Role:
Currently pursuing a Bachelor's degree in Finance, Real Estate, Business, Economics, or a related field.
Strong academic performance with a focus on subjects like financial analysis, real estate investment, or business strategy.
Proficiency in Microsoft Excel (financial modeling, data analysis) and PowerPoint (presentation creation).
A genuine interest in real estate investment and development, with a passion for learning about the industry.
Ability to work independently and take initiative in a fast-paced, dynamic environment.
Opportunities at Kairoi are Equally Seized
Kairoi is an equal opportunity employer, and we strongly encourage applications from everyone regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status. We provide an accessible candidate experience, but please let us know if you need any additional accommodations or adjustments throughout the interview process.
Please note that employment with Kairoi is contingent upon successful completion of a background check and drug screening, as well as your possession of a valid driver's license with no major infractions in the last 12 months. The multifamily industry is ever-changing and there could be other duties required as needed and assigned.
Salary Description $18-$21/Hour