RETS Associates has been retained by well-known private developer to recruit for a Financial Analyst based in Irvine, CA. The Analyst will support management in the evaluation and execution of ground-up development and investment opportunities while assisting with ongoing regional operations and strategic initiatives.
Responsibilities
Analyze markets and identify development and acquisition opportunities
Build and evaluate financial models (cash flow, IRR, waterfalls, exit scenarios)
Support due diligence efforts and assist with PSA and legal document review
Prepare investment committee materials, business plans, and presentations
Assist with lease structuring, construction financing, joint ventures, and capital raises
Track budgets, proformas, and development costs; analyze forecast vs. actual results
Participate in entitlement processes and construction coordination
Maintain regional market data and provide insights on market conditions
Collaborate cross-functionally with design, construction, accounting, legal, and finance teams
Qualifications
Bachelor's degree required; Master's or MBA preferred
2-3 years of experience in real estate development, finance, capital markets, or brokerage
Strong financial modeling and analytical skills
Proficiency in Excel, Word, PowerPoint; basic ARGUS knowledge
Detail-oriented, adaptable, and effective in a fast-paced environment
Willing to travel up to 25%
NO OUT OF STATE CANDIDATES PLEASE - YOU MUST LIVE WITHIN A COMMUTABLE DISTANCE TO COSTA MESA, CA - THIS IS AN ON-SITE POSITION. THANK YOU.
At The Mogharebi Group (TMG), we take a partnership approach to our work, prioritizing understanding our clients' businesses and goals before developing tailored solutions. Our focus is on building long-term relationships and value creation, not just transactions. Through leveraging TMG's shared knowledge, clients sell and purchase multifamily assets with certainty.
Role Description
We are seeking a skilled
Multifamily Commercial Real Estate
Financial/Investment Analyst /Underwriter to join our team. In this position, you will play a crucial role in analyzing real estate investments and providing valuable insights to support our Sales Advisors in the representation of Multifamily property owners.
Responsibilities:
- Evaluate financial performance of multifamily real estate assets
- Collaborate with the team to assess potential real estate acquisitions and dispositions
- Analyze loan processing and underwriting procedures
- Utilize financial acumen to interpret and present data effectively
- Collect, organize, and maintain data related to real estate investments
- Generate reports and presentations on financial analysis findings
Experience:
The ideal candidate must possess the following skills:
- 2+ years' on-the-job experience evaluating and underwriting Multifamily properties (this is critical)
- Experience valuating market rate deals with some affordable knowledge a plus
- Strong mathematical and Excel skills
- Proficiency in quantitative research techniques
- Familiarity with underwriting processes from the brokerage side
- Solid financial acumen and understanding of financial concepts
- Ability to collect and analyze data for informed decision-making
Experience in Affordable Housing programs and how they affect financial analysis, LIHTC, SEC. 8, HUD, TCAC, HAP, etc., is a plus!
Joining our team as a skilled Real Estate Analyst on the brokerage side offers an exciting opportunity to work in a dynamic environment where your analytical skills will be valued and further developed.
Benefits:
401(k)
Health, dental and vision insurance
15 days paid time off, 10 holidays observed
Weekly Schedule: 1 day remote, 4 days in-office in Costa Mesa, CA
$59k-88k yearly est. 15h ago
Summer Tax/Audit Internship
Talley LLP 3.7
Finance internship job in Orange, CA
Intern Success Profile - Tax/Audit Internship
Company: Talley LLP
Talley seeks motivated Tax/Audit Interns who bring curiosity, a positive attitude, and critical thinking to a fast-paced, entrepreneurial environment. We welcome well-rounded candidates eager to grow into future leaders of the firm.
Program Structure & Commitment
Duration: 8-week, in-person only program (June-July)
Rotation: 4 weeks in Tax and 4 weeks in Audit, providing broad technical exposure
Schedule: 20 hours/week on Tuesdays, Wednesdays, and Thursdays
Career Pathway: High rate of full-time offers extended to successful interns
Qualifications
Junior/Senior standing; graduating between May-Summer preferred
Pursuing Bachelor's in Accounting; minimum 3.0 major GPA
Completed Intermediate Accounting course by start of internship preferred
Capable and willing to learn more about the firm and profession
Ability to work independently and in a team while managing multiple tasks
Strong verbal/technical written communication and teamwork skills
Relevant work experience a plus but not required
Work Authorization: U.S. Citizen or Permanent Resident
Internship Benefits
Hands-on client work in both Tax and Audit
Entrepreneurial environment with meaningful contributions
Deeper insight into the world of public accounting across multiple disciplines
Pathway to join the Talley team post-internship
Paid for hours worked
About the Firm
Talley, LLP and its affiliated entities (Talley Law Group, Talley Capital Group, and Talley Client Accounting Services) provide full-service financial, tax, legal, and consulting solutions tailored to entrepreneurially driven businesses and high-net-worth individuals. Founded in 1989, Talley has grown into a leading boutique firm with over 50 U.S.-based team members, serving clients with a culture of accountability, results, and trusted advisory.
Apply
Submit resumes online at *************************
$35k-47k yearly est. 15h ago
Financial Advisor
Cathay Bank-Headquarters 4.4
Finance internship job in San Gabriel, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance with audit and regulatory standards.
ESSENTIAL FUNCTIONS
Pro-actively develops a client base to which appropriate wealth management products can be sold.
Collects and analyzes information regarding the customer risk tolerance, long and short term goals, income, assets, investments and debts; determines which financial products best meet the customer needs and financial circumstances.
Advises the customer regarding the advantages, risks, and disadvantages of different financial products
Markets, services, or promotes financial products.
Develops internal referral resources to identify existing customers
Identifies external prospects and builds new client relationships, including participating in joint calls with Branch Managers, Lenders, etc. to further expand relationships.
Represent the bank by participating in local professional and community associations and their networking activities to develop self-sourced business.
Identifies cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling
Understands and complies with all aspects of bank and Cetera Investment Services LLC policies and practices, laws and regulations governing the duties and responsibilities of product sales.
Ensures products sold are suitable for client's risk tolerance and other appropriate factors.
Maintains all necessary licenses and registrations as required.
Keeps abreast of product knowledge.
Successfully completes all mandatory training assigned in a timely manner.
Maintains superior and courteous service to promote products and expand customer relationships.
Exceeds customer expectations in terms of accuracy, efficiency, courtesy and professionalism
Ensures branch or work area is maintained in accordance with Cathay Bank and Networked B/D standards.
QUALIFICATIONS
* Education: College degree preferred. Appropriate State(s) Life & Health Insurance License(s). FINRA Series 7. FINRA Series 63 and 65 (or 66) required at the time of hire, or must be obtained within 90 days of hire.
* Experience: 2+ years of experience in financial related product sales, service, and advising.
* Language: Fluency in English and Chinese (Mandarin or Cantonese).
* Skills/Ability: Strong sales, marketing, and business development skills. Ability in managing various situations/issues with customers (good problem resolution skills). Team oriented, and must have high standard of integrity and work ethics. Ability to work in a fast paced, demanding environment.
OTHER DETAILS
$68,640 + commission
Pay determined based on job-related knowledge, skills, experience, and location.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$68.6k yearly 4d ago
2026 US Summer Internships - Finance
Activision Blizzard 4.6
Finance internship job in Irvine, CA
Team Name:
FinanceJob Title:2026 US Summer Internships - FinanceRequisition ID:R026216Job Description:
At Activision Blizzard we are dedicated to creating the most epic entertainment experiences, driven by our company values and passion, Activision Blizzard creates worlds with the focus to entertain the universe. We are looking for talented and innovative students to join our team for the 2026 summer. All interns will receive a meaningful project and an unparalleled experience. We'll provide the tools and resources you need to learn. The challenging and creative work you do throughout your internship will directly impact the team you are contributing to.
As a Finance Intern, you'll gain hands-on experience driving analysis and influencing decisions that shape the world's most epic gaming and entertainment experiences at Blizzard Entertainment. Work on real projects that impact business decisions, develop your analytical and strategic skills, and collaborate cross-functionally with industry-leading professionals in a creative environment.
All internships will be conducted in-person. Hosting managers will determine when and how often interns work in the office. All interns will have the option to opt into relocation services (flights, trains, or car mileage reimbursement). Additionally, all interns will be provided with a living stipend to supplement housing, utility, commuting, and miscellaneous costs.
Player Profile
Currently enrolled in a bachelor's or master's degree program and graduating December 2026 - July 2027
Interest in pursuing a career in business, finance, economics, accounting, or other quantitative fields
Available to participate in a 12-week internship in Irvine, CA starting in late-May or mid-June
Approaches problems in a clear, well-organized, and solutions-oriented manner
Exhibits learning agility; has the ability to think differently, and/or grasp and apply new skills and concepts
Works well with others and contributes to team tasks
Able to effectively communicate problems, solutions, needs, or priorities
Is engaged, seeks to learn, and is able to manage time effectively
Demonstrate strong attention to detail and accuracy
Build relationships and contribute to a creative, inclusive team culture
Communicate effectively with diverse stakeholders
Knowledge of general accounting, financial planning, and business fundamentals
Proficiency in Excel and PowerPoint
Financial modeling fundamentals
Ability to organize and analyze complex data sets
A passion for video games and the gaming industry is a plus
Applicants must apply with a resume
Our World
Activision Blizzard, Inc., is one of the world's largest and most successful interactive entertainment companies and is at the intersection of media, technology and entertainment. We are home to some of the most beloved entertainment franchises including Call of Duty , World of Warcraft , Overwatch , Diablo , Candy Crushâ„¢ and Bubble Witchâ„¢. Our combined entertainment network delights hundreds of millions of monthly active users in 196 countries, making us the largest gaming network on the planet!
Our ability to build immersive and innovative worlds is only enhanced by diverse teams working in an inclusive environment. We aspire to have a culture where everyone can thrive in order to connect and engage the world through epic entertainment. We provide a suite of benefits that promote physical, emotional and financial well-being for ‘Every World' - we've got our employees covered!
The video game industry and therefore our business is fast-paced and will continue to evolve. As such, the duties and responsibilities of this role may be changed as directed by the Company at any time to promote and support our business and relationships with industry partners.
We love hearing from anyone who is enthusiastic about changing the games industry. Not sure you meet all qualifications? Let us decide! Research shows that women and members of other under-represented groups tend to not apply to jobs when they think they may not meet every qualification, when, in fact, they often do! We are committed to creating a diverse and inclusive environment and strongly encourage you to apply.
We are committed to working with and providing reasonable assistance to individuals with physical and mental disabilities. If you are a disabled individual requiring an accommodation to apply for an open position, please email your request to accommodationrequests@activisionblizzard.com. General employment questions cannot be accepted or processed here. Thank you for your interest.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity, age, marital status, veteran status, or disability status, among other characteristics.
Rewards
We provide a suite of benefits that promote physical, emotional and financial well-being for ‘Every World' - we've got our employees covered! Subject to eligibility requirements, the Company offers comprehensive benefits including:
Medical, dental, vision, health savings account or health reimbursement account, healthcare spending accounts, dependent care spending accounts, life and AD&D insurance, disability insurance;
401(k) with Company match, tuition reimbursement, charitable donation matching;
Paid holidays and vacation, paid sick time, floating holidays, compassion and bereavement leaves, parental leave;
Mental health & wellbeing programs, fitness programs, free and discounted games, and a variety of other voluntary benefit programs like supplemental life & disability, legal service, ID protection, rental insurance, and others;
If the Company requires that you move geographic locations for the job, then you may also be eligible for relocation assistance.
Eligibility to participate in these benefits may vary for part time and temporary full-time employees and interns with the Company. You can learn more by visiting ***************************************
In the U.S., the standard base pay range for this role is $20.00 - $50.00 Hourly. These values reflect the expected base pay range of new hires across all U.S. locations. Ultimately, your specific range and offer will be based on several factors, including relevant experience, performance, and work location. Your Talent Professional can share this role's range details for your local geography during the hiring process. In addition to a competitive base pay, employees in this role may be eligible for incentive compensation. Incentive compensation is not guaranteed. While we strive to provide competitive offers to successful candidates, new hire compensation is negotiable.
$20-50 hourly Auto-Apply 60d+ ago
Investment - Intern
Niterra North America
Finance internship job in Irvine, CA
About Us:
Founded in 1936, Niterra North America, Inc. (Formally NGK Sparkplugs, Inc.), is the world leader in technology, innovation, and world-class quality in designing spark plugs and oxygen sensors. Today, that tradition continues as we transform our organization's business portfolio, expanding our core ceramic technologies, exploring capabilities beyond traditional areas, and challenging ourselves to develop solutions and services that use technologies to resolve social issues while contributing to a sustainable society.
Academic Skills/Knowledge/Experience:
Currently pursuing or recently graduated with a bachelor's or master's degree in business, finance, economics, engineering, or a related field. MBA candidates are also welcome.
Demonstrated interest in venture capital, entrepreneurship, or technology-driven industries (through coursework, projects, internships, or extracurricular activities).
Strong analytica and research skills, with the ability to gather and synthesize data into clear insights.
Basic understanding of valuation techniques, including Discounted Cash Flow (DCF) analysis, Comparable Company Analysis (CCA), and precedent transactions, with a strong interest in further developing these skills. Familiar with three-statement financial models and excited to deepen expertise in fund-of-funds modeling, assessing capital efficiency, and creating scenarios for potential returns on invested capital (ROIC) under supportive mentorship and direction.
Building an understanding of sensitivity analysis with a growing ability to identify and quantify key financial and operational risks. Eager to enhance skills in advanced financial modeling techniques with support and guidance.
Familiar with key legal concepts through coursework or related knowledge, including term sheets, legal documents, ROFRs, cap tables, 409A valuations, and exit strategies. Excited to develop skills in legal document review, deal structuring, and negotiation while learning from experienced professionals.Ability to work collaboratively in a fast-paced, cross-functional environment and adapt to diverse needs.
Strong analytical capabilities and research skills with a strategic and tactical mindset. Able to quickly assess market opportunities and competitive positioning, synthesizing these into clear investment rationales.
Experience working in a multinational or cross-cultural environment, with a keen interest in learning more about Japanese business practices and culture. Open to gaining insights into cross-cultural collaboration and applying them effectively in a professional setting
Exceptional verbal and written communication skills, including the ability to craft compelling investment narratives for executive-level decision-making. Fluency in Japanese is highly desirable.
Familiarity with tools like Pitchbook, Microsoft Office, Google Slides/Sheets, and Adobe Acrobat. Willingness to develop proficiency with CRMs such as Affinity or Airtable is highly encouraged.
Responsibilities
Assist in identifying, evaluating, and executing investment strategies aligned with Niterra's corporate goals. Contribute to the development of strategies to maintain a strong pipeline of potential investments and deal flow in targeted technology sectors while learning from experienced team members.
Proactively support efforts to identify and screen high-potential investment opportunities that align with Niterra's strategic objectives. Work alongside the team to build relationships with founders, venture capitalists, and industry experts, gaining early exposure to promising opportunities.
Learn to foster relationships with key stakeholders, including internal teams, entrepreneurs, industry partners, and other investors, to enhance collaboration and leverage Niterra's investment network effectively.
Support due diligence processes by contributing to financial analysis, market and industry assessments, and risk evaluations. Demonstrate an eagerness to develop expertise in creating financial models, such as DCF, sensitivity analyses, and multi-scenario projections, under the mentorship of experienced colleagues.
Assist in tracking the performance of portfolio companies, collecting operational data, and monitoring key performance indicators (KPIs) to inform decision-making.
Collaborate with senior team members to gain insights into the strategic and operational challenges of portfolio companies while contributing your perspective to foster innovation.
Actively seek mentorship and provide mutual support to fellow interns and team members, helping to build a high-performing, collaborative, and adaptive investment team culture.
Contribute to preparing performance reports for senior team members, using data-driven analysis to highlight key portfolio metrics and recommend strategic adjustments based on market conditions.
Demonstrate flexibility and adaptability by undertaking special projects as assigned by management, viewing them as opportunities for growth and learning.
Fulfill any additional tasks or responsibilities required to ensure team success.
$62k-112k yearly est. Auto-Apply 53d ago
Financial Analyst Intern
Fortive Corporation 4.1
Finance internship job in Irvine, CA
The Advanced Sterilization Products (ASP), **_Global Leadership Development Program (GLDP) Internship,_** is a 10-week internship program designed for you to gain foundational business knowledge through hands-on, meaningful experiences. During the program, you will gain hands-on experience and learn various aspects of our global business. As a GLDP Intern you will lead a 10-week project to make an immediate, long-lasting impact on the business. The project will allow you to build on your technical and interpersonal skills by providing you with significant responsibility as well as exposure to experienced business leaders, mentors, and subject matter experts. This role will be primarily based on site at our headquarters in Irvine, CA.
We recruit for the best candidates who have demonstrated leadership and have desire to grow in a high-energy, collaborative environment. You will learn how the Fortive Business System is used to shape strategy, focus execution, align our people, and create value for patients and customers around the world. Come join our winning team and support us in our mission to protect patients during their most critical moments!
We are seeking a highly analytical Finance Intern to join us for Summer 2026! The ideal candidate will have:
+ Excellent data and analytical skills.
+ Experience using data to investigate problems and determine solutions.
+ Familiarity with BI tools such as Incorta, Tableau or Power BI. Comfortable using Microsoft excel.
+ Familiarity with company financial statements such as P&L, balance sheet, cash flow statement.
+ Excellent communication and interpersonal skills.
+ Curiosity to understand ASP's business and how business activities connect to company financial performance.
**Qualifications:**
+ Currently pursuing a Bachelor's degree, graduating December 2026 or later.
+ GPA: 3.5 of 4.0 (preferred)
+ Finance, Business, or Accounting major preferred
+ Able to work in Irvine, CA for the summer
**Fortive Corporation Overview**
Fortive's essential technology makes the world safer and more productive. We accelerate transformation in high-impact fields like workplace safety, build environments, and healthcare.
We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in healthcare sterilization, industrial safety, predictive maintenance, and other mission-critical solutions. We're a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to advanced technologies that help providers focus on exceptional patient care.
We are a diverse team 10,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.
At Fortive, we believe in you. We believe in your potential-your ability to learn, grow, and make a difference.
At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.
At Fortive, we believe in growth. We're honest about what's working and what isn't, and we never stop improving and innovating.
Fortive: For you, for us, for growth.
**About Advanced Sterilization Products**
ASP is a leading global provider of innovative sterilization and disinfection solutions, and a pioneer of low-temperature hydrogen peroxide sterilization technology.ASP's mission is to protect patients during their most critical moments. We support healthcare facilities in the fight to protect patients against hospital acquired infections, which are a leading cause of morbidity and mortality. ASP's products, which are sold globally, include the STERRAD system for sterilizing instruments and the EVOTECH and ENDOCLENS systems for endoscope reprocessing and cleaning.
We Are an Equal Opportunity Employer. Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.
**Pay Range**
The salary range for this position (in local currency) is 41,600.00 - 83,200.00
The salary range for this position (in local currency) is 41,600.00 - 83,200.00
We are an Equal Opportunity Employer
Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.
$42k-52k yearly est. 59d ago
Summer Analyst - Investments
Healthpeak Properties 4.2
Finance internship job in Irvine, CA
RESPONSIBILITIES Healthpeak's Summer Analyst Program offers ambitious undergraduate students a unique opportunity to gain hands-on experience within our Investments team. Over the course of 10 weeks, analysts will develop a strong foundation in life science, medical office, and senior housing real estate investing, financial modeling, valuation, and underwriting, with exposure to a wide range of institutional real estate transactions across acquisitions, dispositions, developments, redevelopments, and portfolio management.
Summer Analysts will be fully integrated into the Investments team and will work alongside senior professionals who have backgrounds in real estate private equity, investment banking, and strategy. The program also includes structured training, mentorship, and the opportunity to contribute to real, high-impact investment decisions in the rapidly growing life science, medical office, and senior housing sectors. Responsibilities include, but are not limited to:
Assisting in the evaluation and execution of new investment opportunities, including acquisitions, dispositions, developments, redevelopments, and structured transactions (e.g., joint ventures, preferred equity, real estate debt)
Performing underwriting and cash flow analysis across a variety of deal types
Building and refining financial models in Excel and Argus
Supporting due diligence efforts and market research initiatives
Preparing materials for internal investment committee meetings and presentations to senior leadership, including the Board of Directors
Collaborating cross-functionally with asset management, development, legal, and finance teams
Contributing to strategic special projects and portfolio reviews
POSITION REQUIREMENTS
A target start in June 2026, which will seek to align with candidates' academic calendar
Current Juniors, graduating between December 2026 and June 2027, currently pursuing a Bachelor's degree from an accredited college or university
Preferred majors include Business, Real Estate, Finance, Economics, Accounting, Mathematics or other fields or other majors/experience where the candidate can easily demonstrate quantitative analytical experience
Working knowledge of Microsoft Office Suite (Word, PowerPoint, etc.) with an emphasis on knowledge and experience with Excel
Strong written and oral communication skills, interpersonal skills, and ability to work with others
Ability to manage multiple priorities in a fast-paced, dynamic environment
Ability to travel to various property tours across the country
Paid Internship - Non-Exempt - $30/hour
$30 hourly Auto-Apply 60d+ ago
2027 Commercial & Specialized Industries Summer Analyst Program
Jpmorgan Chase & Co 4.8
Finance internship job in Irvine, CA
JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment.
How we're organized:
As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks:
* A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology.
* A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication.
Syndicated Finance Group Locations: Chicago, Houston
Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation.
Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas
As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience.
Financial Sponsors Group Locations: New York, Chicago, Los Angeles
FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions.
In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job Responsibilities:
Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer.
You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events.
Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program.
You'll make an impact by:
* Working on financial models to support financing transactions
* Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learning how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Developing an understanding of the full breadth of J.P. Morgan products and service offerings
* Conducting client and prospect research to support business development efforts
Locations we hire for C&SI - Diversified Track:
* Atlanta
* Austin
* Birmingham (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* Phoenix
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for C&SI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
Who We Are Seeking:
We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience.
Required qualifications, capabilities and skills:
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028
* Candidates must be authorized to work permanently in the U.S.
Preferred Qualifications:
* Coursework in business, finance, or accounting a plus
* Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
Our Mission:
At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you.
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference.
* Your city preference should align with your current internship location.
About Us:
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
About the Team:
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
$67k-95k yearly est. Auto-Apply 13d ago
Intern - Financial Analyst
Beyond Holding Us, LLC
Finance internship job in Irvine, CA
Financial Analyst Intern
Duration: 1-6 months (Specific dates to be agreed upon with the selected candidate)
We are seeking a diligent and analytical Financial Analyst Intern to assist our investment team during the upcoming winter break period. The intern will gain hands-on experience in real estate financial reporting, analysis, and forecasting within a fast-paced business environment.
Responsibilities
- Collaborate with the investment team to gather and evaluate real estate marketing data, ensuring alignment with business objectives.
- Provide innovative solutions and recommendations to enhance financial performance and support cost-reduction strategies.
- Support the development of financial models for forecasting and budgeting purposes.
- Analyze industry trends to identify potential investment opportunities or financial risks.
- Contribute to the preparation of detailed reports and presentations for investors.
Qualifications
- Previous experience in finance, particularly within the real estate sector, is highly desirable.
- Involvement in student union or leadership experience in campus organizations.
- Legal work status in the United States (U.S. citizens and Green Card holders preferred).
- Strong analytical skills and proficiency in Microsoft Excel, PPT and financial modeling.
- Excellent organizational, communication, and presentation skills.
Note to Applicants: These internships are designed to provide significant educational experience and are aligned with the intern's formal education program. They will provide opportunities for professional development in a real-world context and are intended to complement and enhance the intern's academic learning.
$35k-50k yearly est. 60d+ ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance internship job in Ontario, CA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 11d ago
Analyst - Financial
NBS 4.5
Finance internship job in Temecula, CA
Job Title: Analyst - Financial
Classification: Full Time, Exempt
Salary Range: $65,000 - $100,000
NBS has standard office hours of Monday through Friday 8 a.m. - 5 p.m. PST with the option to work a Compressed Work Week (9/80) schedule.
Summary:
NBS is currently seeking an Analyst - Financial in our District Management Consulting Group. This position will assist in the administration of Special Financing Districts including data management, financial analyses, calculation of taxes and assessments, and client services.
Essential functions:
Data Collection and Analysis: Gather, clean, and organize data from various sources, ensuring data is accurate and accessible for analysis. Conduct data validation and ensure the accuracy and completeness of data before analysis. Review and manage large datasets, ensuring consistency and integrity throughout the process. Effectively evaluate and interpret financial, accounting, and legal data. Perform regular audits to ensure data integrity and implement corrective actions when necessary.
Report Generation and Presentation: Compile findings into clear, well-organized reports and presentations for senior team members and clients. Use data visualization tools to present data in easily understandable formats such as dashboards, charts and graphs. Draft detailed written summaries to accompany reports, explaining methodologies, findings and recommendations. Review and cross-check reports to ensure consistency and quality across all deliverables.
Client Support: Develop and maintain professional relationships with clients and their assigned representatives. Provide timely data-driven responses to management and client inquiries during project phases. Assist in client meetings, offering insights or explanations regarding data findings and conclusions. Collaborate with senior team members to ensure client deliverables are met and align with project objectives.
Project Coordination and Management: Support the planning, execution, and delivery of consulting projects through tracking and managing assigned tasks, ensuring deadlines are met. Prepare and maintain project documentation and communicate project updates to team members and clients, ensuring alignment and transparency. Identify potential risks, or issues, and escalate them to senior team members for resolution.
Knowledge/Skills/Abilities:
Ability to learn how to analyze and interpret statutes and regulatory codes.
Establish and maintain effective client relationships.
Possess excellent organization skills and time management skills.
Advanced proficiency in Microsoft Office, specifically Excel.
Ability to analyze complex sets of data within various program platforms.
Excellent written and verbal communication skills.
Ability to identify and escalate issues beyond the current level of expertise.
Must display attention to detail and to be meticulous and accurate in handling large data sets.
Ability to adjust and manage competing priorities.
Education may vary; a degree in business, public administration, finance, or IT is preferred.
NBS Benefits:
We offer a full line of benefits including the following:
Employee Stock Ownership Program - 100% Employee Owned
401k Plan with a generous employer match
Medical and Dental Insurance coverage is paid in full for the employee.
Paid Vacation, Sick, Holidays, and Volunteer time.
Life insurance covering the employee in the sum of $100,000, is paid in full by NBS.
Short- and long-term disability insurance for the employee is paid in full by NBS.
About NBS:
NBS is a consulting firm helping communities fund tomorrow. We typically work directly for government agencies, such as cities, school districts, and special districts, but also consult with a variety of non-profit and private entities. In addition, NBS licenses its proprietary software, called D-FAST , to local government agencies nationwide. The primary office is in Temecula with a secondary office located in San Francisco. We are a 100% employee-owned company with roughly 55 employees. We have been in business since 1996 and have been growing consistently and responsibly ever since. We pride ourselves in what we do for our communities, as well as our great work environment, growth opportunities, personal and professional development, and excellent benefits.
$65k-100k yearly 60d+ ago
Financial Advisor - Licensed
RK Partners 4.6
Finance internship job in Newport Beach, CA
Job Description
As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to powerful sales tools and a large resource network so you can focus on activities that get results. Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.
Responsibilities
Prospecting for clients through referrals, personal observation and networking
Developing and maintaining long-term relationships with clients
Fact gathering and needs analyses to arrive at client-centric financial solutions
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications
Strong interpersonal skills and customer service focus
Experience working with vlients virtually
Market development/networking abilities
Presentation and organization skills
Strong work ethic, self-motivated and goal-oriented
BA, BS, and/or graduate degree or equivalent work experience required
Benefits
Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K.
In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long term.
LOCATION:
Mutiple Locations
$51k-88k yearly est. 4d ago
Financial Analyst I
Bal Seal Engineering 4.2
Finance internship job in Lake Forest, CA
Job Summary: The Financial Analyst supports the Accounting and Finance functions through a combination of general accounting activities, financial data entry, and financial analysis. This role is responsible for maintaining accurate financial records, supporting the monthly close process, and preparing reports and analyses to assist management in understanding business performance. The ideal candidate has a strong attention to detail, a solid accounting foundation, and the ability to work with financial data.
About Bal Seal: Bal Seal Engineering delivers advanced sealing, connecting, and contact solutions that serve medical, aerospace, energy, and industrial markets. Our proprietary spring-energized seals and electrical contacts help customers achieve precision, efficiency, and reliability. Employees thrive in a culture that values craftsmanship, technical mastery, and close partnership with customers solving complex challenges
Essential Duties and Responsibilities:
General Accounting & Data Entry
Enter financial transactions accurately into the accounting system, including journal entries and adjustments
Maintain and update general ledger accounts and supporting schedules
Assist with accounts payable and accounts receivable data entry and reconciliations as needed
Prepare and maintain balance sheet and income statement account reconciliations
Review transactions for accuracy, completeness, and proper classification
Organize, file, and maintain accounting records and documentation
Close & Accounting Support
Support monthly, quarterly, and annual close processes
Assist with audit requests by gathering schedules and supporting documentation
Investigate and resolve discrepancies in accounting records
Work closely with the Accounting team to ensure timely and accurate financial reporting
Financial Analysis & Reporting
Prepare routine financial reports for internal management
Perform basic variance analysis comparing actual results to budget and prior periods
Compile and analyze financial data to identify trends and anomalies
Maintain Excel-based reports, schedules, and tracking tools
Process & Team Support
Respond to internal financial and accounting inquiries
Assist with process improvements related to data accuracy and reporting efficiency
Provide general administrative and clerical support to the Accounting and Finance teams as needed
Education:
Bachelor's degree in Accounting, Finance, or a related field preferred
Experience:
2-5 years of experience in accounting, bookkeeping, or financial analysis
Knowledge, Skills and Abilities:
Strong understanding of basic accounting principles and financial statements
High level of accuracy and attention to detail
Strong data entry and organizational skills
Analytical mindset with the ability to work with financial data
Ability to manage routine tasks while meeting deadlines
Clear written and verbal communication skills
Ability to work independently and as part of a team
Proficiency with Microsoft Excel and accounting software
ERP system experience preferred, specifically JDE
Physical Requirements:
Employee is occasionally required to stand
While performing the duties of this job, the employee is regularly required to walk throughout the facility
This position is occasionally sedentary; Therefore, required to sit
Occasionally will need to bend, stoop and squat
Frequent lifting and/or moving up to 10 pounds and occasionally lift and/or move up to 25 pounds
Required to reach with hands and arms to handle documents and products
Must be able to enter data into a computer by use of a key board and mouse and be able to sit for long periods at his/her desk as well as occasionally visit employees throughout the building to gather data and clarify information
Work Environment:
The work environment conditions are typical of a manufacturing environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the basic functions. The noise level in the work environment ranges from quiet to moderate, however, hearing protection may be required if employee enters high noise areas as a part of their normal job duties.
Benefits:
At Bal Seal Engineering, we recognize how important your career and benefits are to you and your family. We offer a full suite of benefits, including medical, dental, vision, short and long-term disability coverage, accident insurance, critical illness insurance, basic and supplemental life insurance, employee assistance plan, retirement savings and matching, and other developmental opportunities. We are committed to supporting the way you live and work.
Bal Seal Engineering is an Equal Opportunity Employer Veterans/Disabled - Affirmative Action Employer.
This position requires using information subject to the International Traffic in Arms Regulations (ITAR). All applicants must be U.S. persons within the meaning of ITAR. ITAR defines a U.S. person as a U.S. Citizen, U.S. Permanent Resident (i.e. 'Green Card Holder'), Political Asylee, or Refugee.
$61k-94k yearly est. Auto-Apply 1d ago
Personal Financial Rep I,II,III (Murrieta Hot Springs)
California Coast Credit 3.8
Finance internship job in Murrieta, CA
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.
We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!
If you share the same interests and passions and possess the right credentials, then read on to find out more:
JOB OBJECTIVE:
This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards.
SUPERVISORY RESPONSIBILITIES:
• This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position.
NATURE & SCOPE:
• Meets/exceeds established monthly/annual sales and service goals.
• Follows quality service standards to ensure exceptional quality service is provided.
• Maintains a thorough knowledge of all products and services, policies and procedures.
• Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union.
• Processes consumer and real estate loans.
• Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
• Addresses difficult member situations and resolves in a positive manner.
• Serves as a backup to Personal Financial Assistant or Teller.
• May be required to maintain a cash drawer.
• May serve as a notary.
• Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals.
• Performs other relevant and related duties as required.
EDUCATION, SKILLS, & ABILITIES:
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
• A high school diploma or equivalent is required.
o PFR I: 1 year experience in a financial institution or other related field
o PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and service
o PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service
• Excellent communication skills; sound judgment, and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.
• Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism.
• Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
MAJOR ACCOUNTABILITIES:
• Ensure sales and service goals are met.
• Process new accounts and/or loans accurately and completely.
• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
• Excellent ability to communicate, both verbally and in writing; ability to tolerate periods
of continuous sitting.
ENVIRONMENTAL CONDITIONS
• Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.
Management reserves the right to assign or change duties and tasks to this position at their discretion.
California Coast Credit Union is an Equal Opportunity Employer.
Salary Range (Hourly):
Personal Financial Rep l:
$21.0000 - $25.9562
Personal Financial Rep ll:
$22.6756 - $28.3445
Personal Financial Rep lll:
$25.2199 - $31.5249
$27k-35k yearly est. Auto-Apply 31d ago
2026 Summer Intern - Finance & Accounting Analyst
Pacific Investment Management Co 4.9
Finance internship job in Newport Beach, CA
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
2026 Summer Internship - Finance & Accounting Analyst, US
Internship positions are located at PIMCO's Newport Beach, CA Headquarters.
You're eligible to apply if you:
Pursuing an undergraduate degree
Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027
Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026)
Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university
Are business proficient in English
You'll excel as a Finance & Accounting Analyst if you:
Possess knowledge of accounting, finance, audit, and tax principles
Have effective analytical, critical thinking, and problem solving skills
Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely.
Demonstrate proficiency with Microsoft Excel
Possess excellent verbal and written communication skills
Have a desire to join a high performance, fast-paced culture
Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker
See yourself as a Finance & Accounting Analyst
The Finance team is responsible for PIMCO's financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world.
You'll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office.
While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above.
The PIMCO Internship Experience:
The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program
During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success
Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts
Join us for a variety of cross-divisional education, networking & social events!
Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer
You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals
Want to learn more? Hear about The PIMCO Internship Experience from past interns
As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations
How you should apply:
Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready.
What to expect during the interview process:
After we receive your application, we will conduct an initial review of your resume
If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview
If you are chosen to proceed after the video interview, you will then take an assessment
Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions
PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.
For more information on PIMCO and Career Opportunities, please visit ********************************************
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Hourly Rate: $ 34.61
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$34.6 hourly Auto-Apply 60d+ ago
Financial Analyst Intern
Fortive 4.1
Finance internship job in Irvine, CA
The Advanced Sterilization Products (ASP),
Global Leadership Development Program (GLDP) Internship,
is a 10-week internship program designed for you to gain foundational business knowledge through hands-on, meaningful experiences. During the program, you will gain hands-on experience and learn various aspects of our global business. As a GLDP Intern you will lead a 10-week project to make an immediate, long-lasting impact on the business. The project will allow you to build on your technical and interpersonal skills by providing you with significant responsibility as well as exposure to experienced business leaders, mentors, and subject matter experts. This role will be primarily based on site at our headquarters in Irvine, CA.
We recruit for the best candidates who have demonstrated leadership and have desire to grow in a high-energy, collaborative environment. You will learn how the Fortive Business System is used to shape strategy, focus execution, align our people, and create value for patients and customers around the world. Come join our winning team and support us in our mission to protect patients during their most critical moments!
We are seeking a highly analytical Finance Intern to join us for Summer 2026! The ideal candidate will have:
Excellent data and analytical skills.
Experience using data to investigate problems and determine solutions.
Familiarity with BI tools such as Incorta, Tableau or Power BI. Comfortable using Microsoft excel.
Familiarity with company financial statements such as P&L, balance sheet, cash flow statement.
Excellent communication and interpersonal skills.
Curiosity to understand ASP's business and how business activities connect to company financial performance.
Qualifications:
Currently pursuing a Bachelor's degree, graduating December 2026 or later.
GPA: 3.5 of 4.0 (preferred)
Finance, Business, or Accounting major preferred
Able to work in Irvine, CA for the summer
$42k-52k yearly est. Auto-Apply 59d ago
Summer Analyst - Investments
Healthpeak Properties, Inc. 4.2
Finance internship job in Irvine, CA
Job DescriptionPOSITION RESPONSIBILITIES Healthpeak's Summer Analyst Program offers ambitious undergraduate students a unique opportunity to gain hands-on experience within our Investments team. Over the course of 10 weeks, analysts will develop a strong foundation in life science, medical office, and senior housing real estate investing, financial modeling, valuation, and underwriting, with exposure to a wide range of institutional real estate transactions across acquisitions, dispositions, developments, redevelopments, and portfolio management.
Summer Analysts will be fully integrated into the Investments team and will work alongside senior professionals who have backgrounds in real estate private equity, investment banking, and strategy. The program also includes structured training, mentorship, and the opportunity to contribute to real, high-impact investment decisions in the rapidly growing life science, medical office, and senior housing sectors. Responsibilities include, but are not limited to:
Assisting in the evaluation and execution of new investment opportunities, including acquisitions, dispositions, developments, redevelopments, and structured transactions (e.g., joint ventures, preferred equity, real estate debt)
Performing underwriting and cash flow analysis across a variety of deal types
Building and refining financial models in Excel and Argus
Supporting due diligence efforts and market research initiatives
Preparing materials for internal investment committee meetings and presentations to senior leadership, including the Board of Directors
Collaborating cross-functionally with asset management, development, legal, and finance teams
Contributing to strategic special projects and portfolio reviews
POSITION REQUIREMENTS
A target start in June 2026, which will seek to align with candidates' academic calendar
Current Juniors, graduating between December 2026 and June 2027, currently pursuing a Bachelor's degree from an accredited college or university
Preferred majors include Business, Real Estate, Finance, Economics, Accounting, Mathematics or other fields or other majors/experience where the candidate can easily demonstrate quantitative analytical experience
Working knowledge of Microsoft Office Suite (Word, PowerPoint, etc.) with an emphasis on knowledge and experience with Excel
Strong written and oral communication skills, interpersonal skills, and ability to work with others
Ability to manage multiple priorities in a fast-paced, dynamic environment
Ability to travel to various property tours across the country
Paid Internship - Non-Exempt - $30/hour
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$30 hourly 21d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance internship job in Anaheim, 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
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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
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$257 billion retail investment client assets held or managed by Northwestern Mutual
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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)
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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.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 11d ago
Financial Representative
RK Partners 4.6
Finance internship job in Newport Beach, CA
Job Description
Financial Advisor - Newport Beach, CA
Who We Are:
Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients' wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services.
If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs.
You'll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry.
Who we are seeking:
Ideally, 1-2+ years of sales or business development experience
Strong prospecting ability (cold calling, networking, etc.)
History of success (can be in sales, sports, education, etc)
Energized by mentorship & collaboration
Bachelor's Degree strongly desired or equivalent working experience
Preferred but not required:
Licensure: CA Life & Health, SIE, Series 7 & Series 66
*Licensing will need to be obtained*
Responsibilities:
Build and maintain strong relationships with clients to understand their financial needs and objectives
Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies
Stay up-to-date on market trends, economic conditions, and investment products
Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutions
Compensation & Perks:
Supplemental Salary, Commissions, Bonuses & Rewards programs
Vast array of broker/dealer & investment advisory platforms
Dedicated transition support & firm leadership opportunities
Product specialists support & Practice management coaches
Flexible scheduling, company-paid luncheons/events
Expected Pay: $55,000.00 - $75,000.00 per year
Benefits:
Flexible schedule
Professional development assistance
Referral program
Compensation package:
Bonus opportunities
Commission pay
Weekly schedule:
Monday to Friday
Work setting:
In-Office
How much does a finance internship earn in Fontana, CA?
The average finance internship in Fontana, CA earns between $29,000 and $58,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.