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  • Financial Representative Trainee (Sales) - Austin, TX

    Mutual of Omaha 4.7company rating

    Finance internship job in Austin, TX

    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices
    $36k-75k yearly 3d ago
  • Associate Financial Advisor

    Edward Jones 4.5company rating

    Finance internship job in Canyon, TX

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 1610 4th Avenue, Canyon, TX This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $61800.00 Hiring Maximum: $65600.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $61.8k-65.6k yearly 21h ago
  • Associate Financial Advisor

    Edward Jones 4.5company rating

    Finance internship job in Dumas, TX

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 105 W 7th, Dumas, TX This job posting is anticipated to remain open for 30 days, from 19-Nov-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $61800.00 Hiring Maximum: $65600.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $61.8k-65.6k yearly 2d ago
  • Financial Relationship Consultant

    The Intersect Group 4.2company rating

    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
    $75k-106k yearly est. 1d ago
  • Sap Finance Control Consultant

    Neerinfo Solutions 3.3company rating

    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
    $52k-88k yearly est. 4d ago
  • Finance Associate - Acquisitions & Planning

    Sullivan Brothers Family of Companies

    Finance internship job in Houston, TX

    The Sullivan Brothers Family of Companies (SBFC) is a diversified operating and investment platform spanning environmental remediation, disaster recovery, health, construction, infrastructure, industrial operations, energy and natural resources. Through long-term investment and disciplined execution, SBFC develops and operates businesses that strengthen communities, enhance critical infrastructure, and contribute to a more sustainable and resilient future. Role Description The Associate - Acquisitions & Planning will collaborate with the Chief Investment Office and Financial Planning & Analysis teams to support the Sullivan Brothers Family of Companies (SBFC) in its financial management and strategic growth initiatives. This role focuses on evaluating and integrating new business ventures, monitoring portfolio company performance, and driving financial analysis to optimize efficiency, profitability, and returns. The Associate will work closely with management teams to analyze business drivers, historical performance, competitor benchmarks, and financial forecasts, while supporting budgeting and strategic planning to align with corporate objectives. The role will also support the firm's financing and capital markets activities, including maintaining banking relationships, evaluating funding alternatives, and assisting with debt and credit facility management across the portfolio. Responsibilities Assist in the acquisition process for new businesses and investments, including due diligence and financial evaluation Monitor and analyze the financial performance of existing and newly acquired business units Develop and maintain detailed financial models for cash flow analysis, budgeting, forecasting, and corporate goal tracking Evaluate Key Performance Indicators (KPIs) to proactively identify potential business issues before they impact financial performance Conduct ad hoc financial and strategic analyses related to capital projects, acquisitions, commercial contracts, and other initiatives Collaborate with accounting and operations teams to ensure accurate financial reporting and timely delivery of key performance insights Develop valuation analyses and return models to evaluate potential investments, divestitures, and internal capital projects Contribute to the development of long-term strategic plans, capital allocation frameworks, and scenario analyses Prepare investment memos, presentations, and reports to support decision-making and strategic recommendations Assist with capital markets activities, including lender communications, credit facility reporting, covenant monitoring, and evaluation of financing structures to support growth and liquidity needs Support relationship management with banks, financing partners, and other capital providers across the SBFC portfolio Provide analytical and strategic support to the Chief Investment Officer and Chief Financial Planning & Analysis Officer as needed Qualifications Previous experience with investment bank, private equity, consulting or public accounting firm preferred Must have intermediate to advanced proficiency in Microsoft Excel Demonstrate excellent analytical, communication, research and writing skills Demonstrate leadership skills to direct a project and/or team Must be able to work independently and enjoy working in a dynamic and energetic entrepreneurial environment with the potential for tight timelines and rapid schedule changes 4-year and/or graduate degree in finance, accounting, management, economics, engineering or data analytics
    $45k-82k yearly est. 3d ago
  • Financial Consultant Partner

    Charles Schwab 4.8company rating

    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
    $42k-60k yearly est. 2d ago
  • Consumer Finance Associate

    Hire Power 4.0company rating

    Finance internship job in Houston, TX

    Consumer Finance Associate - Hybrid Our client, an Am 100 law firm, has an immediate opening in their Austin, Dallas, or Houston offices for a Consumer Finance Associate with a minimum of three years of experience. Candidates should have experience navigating litigation and arbitration proceedings on behalf of financial institutions at the state, federal, and appellate levels, as well as familiarity with mortgage servicing litigation, the Fair Debt Collections Practices Act (FDCPA), the Fair Credit Reporting Act (FCRA), and state consumer protection acts. The candidate will work primarily with attorneys in our Financial Services & Capital Markets business unit. The ideal candidate will have excellent academic credentials, a commitment to the community, superior interpersonal skills, and a demonstrated record of working well under pressure. The candidate should demonstrate exceptional judgment, the ability to effectively handle multiple projects, and the ability to articulate legal strategies and courses of action. Candidates should have an active Texas bar license. Salary 190,000.00 - 250,000.00 (USD) Package Details We offer competitive compensation and a comprehensive benefit package including medical, dental, vision, 401(k) and much more.
    $37k-55k yearly est. 60d+ ago
  • Data & Financial Analyst USC and GC Only

    Ampstek

    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
    $47k-69k yearly est. 2d ago
  • Financial Analyst I - Ambulatory Administration

    Christus Health 4.6company rating

    Finance internship job in Dallas, 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
    $50k-66k yearly est. 1d ago
  • Financial Analyst (Retail Experience Req'd)

    Topshelf Talent Group

    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.
    $47k-69k yearly est. 1d ago
  • College Intern - Ground Handling Finance Analyst

    Envoy Air 4.0company rating

    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
    $22 hourly Auto-Apply 59d ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance internship job in Lake Charles, LA

    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.
    $500 weekly Auto-Apply 60d+ ago
  • Financial Advisor

    First Federal Bank of Louisiana 3.7company rating

    Finance internship job in Lake Charles, LA

    First Federal Bank of Louisiana is currently seeking a Financial Advisor in the Investments Department. About Us First Federal Bank of Louisiana is a full-service, locally owned community bank that has helped build the communities we serve for over 75 years. With over one billion dollars in assets and 16 offices currently serving multiple parishes across Southwest and Central Louisiana, we are proud to offer our customers comprehensive retail and commercial products as well as investment services to meet all of their financial needs. Empowering people and places to realize and attain their dreams is what our community-first banking is all about, and that's what our team strives to do in the communities we serve each and every day. Visit ************** to learn more. Member FDIC, Equal Housing Lender. Summary Sells financial products and services to clients for investment purposes. Develops and implements financial plans for individuals, businesses and organizations. Essential Duties & Responsibilities Develops and builds long-term financial advisory relationships with clients Develops prospects from current Bank customers, referral leads, and other sources Makes presentations on financial services to groups to attract new clients; attends sales and trade meetings to develop new business prospects Interviews clients to determine assets, liabilities, cash flow, insurance coverage, tax status and financial objectives and goals Analyzes clients' financial status and develops financial plan; discusses financial options; prepares and submits documents to implement plan selected; reviews and analyzes financial performance results Reads status reports; performs calculations to monitor clients' accounts; verifies transactions Maintains contact with clients; revises existing plan based on modified needs of client or changes in investment market Refers client to other areas of the Bank to obtain services outlined in financial plan Buys and sells stocks and bonds for clients Opens and services new accounts Ensures compliance with applicable laws and regulations; provides timely and appropriate account disclosures; obtains a written signed acknowledgment by clients Process operational and administrative duties as needed Trains Bank staff on product knowledge, referral tips, etc. Compliance training is assigned to all Bank personnel based on their position with the Bank. Employees are required to complete all assigned training timely and in accordance with Bank policy. Contributes to team effort by accomplishing related duties, as assigned Minimum Qualifications Bachelor's degree from four-year college or university, preferably in a business-related field Minimum of five (5) years of related experience and/or training or equivalent combination of education and experience FINRA Series 7 license, 63 & 65 or 66, and Life and Health licenses are required Must maintain a valid driver's license Certified Financial Planner (CFP) Certification preferred but not required. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are a basic summary of the knowledge, skill, and/or ability required. The full is attached as a pdf to this job posting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Duties & Responsibilities This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. EQUAL OPPORTUNITY EMPLOYER The employment policy of First Federal Bank and its subsidiaries is to provide an equal employment opportunity for all employees and job applicants without regard to race, color, religion, sex, national origin, age, individuals with disabilities, protected veteran status, sexual orientation, gender identity, genetic information, or any other legally protected characteristics or activities in accordance with applicable laws.
    $71k-131k yearly est. Auto-Apply 60d+ ago
  • Financial Analyst, Internship - Compensation Valuation

    VMG Health 3.1company rating

    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
    $34k-54k yearly est. 60d+ ago
  • Financial Analyst Intern

    Alm First 3.5company rating

    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.).
    $33k-53k yearly est. 60d+ ago
  • Financial Analyst Intern, application via RippleMatch

    Ripplematch Internships 3.9company rating

    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.
    $33k-53k yearly est. Auto-Apply 60d+ ago
  • Financial Analyst Internship

    Lincoln Property Company, Inc. 4.4company rating

    Finance internship job in Austin, TX

    Founded in 1965 by Mack Pogue as Lincoln Property Company, Willow Bridge Property Company is one of the United States' most respected full-service residential property companies, operating a successful portfolio in 75 markets. Headquartered in Dallas, Texas, Willow Bridge proudly employs over 5,500 team members, has built over 200,000 apartments and manages 220,000 units for its clients. To learn more, visit willowbridgepc.com. We create places people want to call home - starting with you. With decades of proven success, Willow Bridge is a national leader in residential property management and development, active in 29 states and managing more than 230,000 apartment homes across the U.S. At Willow Bridge, our purpose drives everything we do. Whether you're launching your career or looking to take the next step, we're here to support your growth with intention, flexibility, and real opportunities to make an impact. The Willow Bridge Summer Internship Program is a 9-week experience designed to provide valuable hands-on work with a national leader in the property management industry. Your summer with Willow Bridge will include: * A 3-day orientation experience at HQ in Dallas, TX with opportunities to network and hear from senior leadership * Weekly internship meetings consisting of professional workshops, leadership speakers, and meaningful conversations * The opportunity to showcase your interests and learnings through a final project presentation to leadership at the conclusion of the program The program will run from June 1 - July 31, 2026. Responsibilities Responsibilities: We're currently hiring a Financial Analyst Intern to work with our team based in Austin, TX. We are looking for an entrepreneurial-minded person who enjoys building relationships with their team and customers. Does that sound like you? Become part of the Willow Bridge family and grow your career path today! * Learn how to monitor/evaluate multifamily market conditions, including rental rates, occupancy trends, leasing concessions, & construction delivery schedules * Assist Regional Management team with property-level & portfolio-level operational strategies based on market research, to include historical market trending and performance forecasting * Support Asset Managers on requests involving market rent analysis, market saturation analysis, lease-up absorption analysis, etc. * Shadow the underwriting/proforma process for potential business * Additional tasks as assigned * Check assigned email regularly * Check in with assigned manager and internship program directors regularly to report progress, questions, and any concerns that may arise Qualifications Qualifications: * Interest or desire to work in property management, real estate, or finance * Strong analytical skills & ability to grasp new concepts quickly. * Strong written and verbal skills. * Ability to maintain sensitive and confidential information. * Strong problem-solving skills. * Must display intellectual curiosity and eagerness to learn. * Must be a rising Junior or Senior for a degree in Finance, Real Estate, Business Administration, or related field from an accredited college or university at the time of the first day of the program
    $31k-41k yearly est. Auto-Apply 20d ago
  • Intern - Financial Analyst (Houston, TX.)

    Beyond Holding Us, LLC

    Finance internship job in Houston, TX

    Financial Analyst Intern (Houston, TX.) Duration: 1-6 Months (Unpaid Internship) Compensation: Unpaid, but outstanding interns may receive sponsorship and performance-based bonuses To Apply: Please send your resume and a brief cover letter to *************************************************** Position Overview 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.
    $30k-43k yearly est. 60d+ ago
  • Financial Analyst Internship - Spring 2026

    Madhouse Development Services

    Finance internship job in Austin, TX

    Job DescriptionSalary: $13.50/hour At Madhouse, our people are our greatest differentiator and competitive advantage. Together, were committed to creating the best communities for our residents. As a Financial Analyst Intern, youll collaborate with Development Managers, Asset Managers, and the Executive Team to support and enhance our upcoming community projects. Youll gain hands-on experience in financial and market analysis, development entitlements, site acquisition, lender and investor due diligence, and construction project management, among other things. Our collaborative environment offers a unique opportunity to build your skill sets in a number of projects and key initiatives. Madhouse is committed to being a leader in the multifamily industry, and you will be part of a team leading the way into the future. PRIMARY RESPONSIBILITIES: Participate in the financial analysis of the development process for multifamily communities and financial activities at Madhouse by: Evaluating the economic performance of specific real estate projects and giving a detailed analysis. Maintaining a database by entering, verifying, and backing up data; updating real estate portfolios expense database. Recommending actions by analyzing and interpreting data and making comparative analyses. Increasing productivity by developing automated accounting applications and coordinating information requirements. Assisting with cost analysis process by enforcing policies and procedures; providing trends and forecasts; recommending actions. Tracking expenses and revenues vs. budget, analyzing fluctuations and assisting with forecasts. Analyzing quarterly operating reports. Analyzing cost efficiencies profit margins and measuring financial risks in investments. Reviewing monthly expenses to ensure that expenses are booked correctly and working with the accounting team to make any necessary reclassification. Assisting with the preparation of construction-related draws, cost certifications, and certified audits. Preparing and providing brief development status reports to be used in connection with staff meetings. Working with team members of the development department on due diligence activities and other project-related duties. Assisting with government relations, project acquisition, and development activities. Assisting in locating markets and municipalities for proposed developments, along with evaluating and procuring properties for acquisition and rehabilitation. Assisting in liaising with neighborhood groups, local organizations, adjacent property owners, and other parties interested in the development, organizing meetings with such parties, if requested, prepare information on the development for such parties. Providing advice and recommendations as to the selection procedures for the Housing Tax Credit application for scoring purposes. KNOWLEDGE, SKILLS, AND ABILITIES: Proficiency in Microsoft Office with emphasis on Excel. Strong initiative, with the ability to manage multiple projects and follow-through effectively. Solid understanding of accounting principles (GAAP). Effective communication and interpersonal skills. Ability to complete projects accurately and on time. Detail oriented with excellent organizational and analytical skills. Ability to collaborate with others in a fast-paced, dynamic environment. Strong problem-solving skills and a calculative mindset. Attention to detail for uncovering obscure facts in your line of work. Confident presentation skills with the ability to convey insights clearly and persuasively. EDUCATION & EXPERIENCE REQUIREMENTS Pursuing a bachelors degree or higher with a focus in Accounting, Business, Finance, Law or Real Estate required. WAGE & SCHEDULE: $13.50 per hour, paid bi-weekly. Commitment of 20-40 hours per week. We prefer a consistent work schedule. We are understanding and flexible with your class schedule. Internships are on-site, in Austin, TX. Work/Life/Fun balance in a casual and collaborative work environment! Team members enjoy company-wide events and celebrations. HOW TO STAND OUT Submit a well-crafted cover letter expressing your interest in Madhouse and our industry, highlighting how your internship can contribute to our company's success. SUMMARY Employment Type: Seasonal, Temporary Location: On-site in Austin, Texas; Corporate Office Work Hours/Week: 20-40 hours per week Compensation: $13.50/hour Required Travel: None Visit MadhouseDevelopment.net for more information. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Madhouse is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
    $13.5 hourly 27d ago

Learn more about finance internship jobs

How much does a finance internship earn in Lake Charles, LA?

The average finance internship in Lake Charles, LA earns between $23,000 and $45,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in Lake Charles, LA

$32,000

What are the biggest employers of Finance Interns in Lake Charles, LA?

The biggest employers of Finance Interns in Lake Charles, LA are:
  1. Northwestern Mutual
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