Finance internship jobs in New Canaan, CT - 284 jobs

A well-established and rapidly growing insurance brokerage is seeking an Employee Benefits Underwriter / Financial Analyst to support the analysis and placement of group medical, dental, life, and ancillary coverages. This role is ideal for someone with a strong analytical background who thrives in a collaborative and fast-paced client service environment. Prior experience in employee benefits underwriting or analytics is preferred. The Job: Analyze client healthcare and benefits plan performance data Conduct plan modeling and forecasting to support client renewals and marketing Build and evaluate financial exhibits and benchmark reports for employer groups Assist in developing alternative funding strategies and plan design recommendations Prepare and present client-ready deliverables, including renewal strategies and market comparisons Collaborate with account managers, producers, and carrier partners to meet client needs The Company: National Scope: A top-tier brokerage platform with expansive market access and in-house expertise Client-Centered Mission: Known for delivering tailored solutions and long-term client relationships Growth & Development: Opportunities to expand your knowledge, gain exposure to diverse markets, and grow your career Entrepreneurial Spirit: Fast-paced, acquisition-driven environment where innovation is encouraged Comprehensive Benefits: Competitive salary, full benefits package, and advancement potential within a rapidly scaling firm If interested, apply and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.

Intern - Logistics Analyst Job ID: 554165594 Lightpath is one of the largest competitive local exchange carriers in the tri-state area. Weown and operate our infrastructure "from the ground up" by deploying over 20,000 route miles connecting 13,500 on-net/LIT buildings. With a strong portfolio of cutting edge solutions for Internet, WAN, Voice, SD-WAN, Security & Cloud services, we enable Enterprise customers of all sizes the ability to react to new challenges while developing best practices for the future. With Lightpath's continued focus on network excellence and a "customer first" service commitment, we are building a workforce of the best talent that will meet the needs of our customers and reflect the diverse communities we serve. We're looking for interns who are eager to learn, contribute, and grow in a collaborative environment. As an intern, you'll have the opportunity to: Work closely with team members on meaningful projects that drive results. Collaborate across departments, gaining exposure to different areas of the business. Explore and apply AI tools and technologiesas part of project work and problem-solving. Be an active part of a supportive, team-oriented culture. Contribute fresh ideas and take ownership of tasks that make an impact. Job Summary We are seeking a motivated Logistics Analyst Intern to support our Logistics team. The intern will assist in building reports, analyzing warehouse operations, and enhancing supply chain functions. This position offers an excellent opportunity to gain practical experience in logistics and supply chain management within a fast-paced telecommunications environment. Responsibilities Assist in collecting, organizing, and analyzing logistics and supply chain data. Support the development of reports to monitor warehouse performance and inventory levels. Help identify process improvement opportunities within warehouse and supply chain operations. Collaborate with team members to support ongoing projects and initiatives. Gather insights to help optimize supply chain efficiency and effectiveness. Qualifications Eligible candidates should be entering their senior year of an undergraduate program or be recent graduates of an undergraduate or master's program. Candidates must be local to one of our office locations. Bethpage NY, NYC, Golden CO, Wakefield MA, White Plains NY. Currently pursuing or recently completed a degree in Logistics, Supply Chain Management, Business Administration, Data Analytics, or related field. Strong analytical and problem-solving skills. Proficiency in Microsoft Excel and data visualization tools such as Tableau or Power BI. Experience with creating dashboards and visual reports to communicate data insights effectively. Knowledge of data analysis tools (e.g., SQL, Python, R) is a plus. Excellent communication and teamwork skills. Detail-oriented with the ability to work independently. Lightpath is an Equal Opportunity Employer committed to recruiting, hiring and promoting qualified people of all backgrounds regardless of gender, race, color, creed, national origin, religion, age, marital status, pregnancy, physical or mental disability, sexual orientation, gender identity, military or veteran status, or any other basis protected by federal, state, or local law. Lightpath collects personal information about its applicants for employment that may include personal identifiers, professional or employment related information, photos, education information and/or protected classifications under federal and state law. This information is collected for employment purposes, including identification, work authorization, FCRA-compliant background screening, human resource administration and compliance with federal, state and local law. This position is identified as being performed in/or reporting to company operations in New York State. The pay range at the time of posting in the specified locations is $18.00 - $20.00/hour. Pay ranges are supplied in compliance with New York State law. Pay is competitive and based on a number of job-related factors, including skills and experience.

At the New York Power Authority, you will be empowered to think big, do good, and transform the energy industry. We are a collaborative team of over 2,400 energy technologists, IT specialists, business experts, hydro engineers, and diverse professionals leading the energy revolution. With state-of-the-art technology, advanced research and development, a modernized infrastructure, and a focus on environmental, social and governance (ESG), we provide New Yorkers with low-cost, clean, reliable power - and we are well on the way to becoming the first end-to-end digital utility in the country. This position offers the selected candidate the opportunity to gain hands-on experience with NYPA's Financial Planning & Analysis (FP&A) and Financial Planning Systems teams. The role supports financial analysis across all departments and sites, helping senior and executive leadership make informed decisions through economic, competitive, and cost-benefit evaluations. This role will also provide candidates with the opportunity to gain hands-on experience with SAP Analytics Cloud (SAC), learning how to effectively leverage the tool while supporting future system integrations. Our paid 10-week Summer Developmental Internship program runs from June 2 - August 7, 2026. As an Intern, you will receive professional development, on-the job experience in the energy industry, exposure to executives, and networking opportunities to help build a solid foundation for your future career. Applications will close on February 15, 2026. If you are passionate about our mission - to lead the transition to a carbon-free, economically vibrant New York through customer partnerships, innovative energy solutions, community engagement and the responsible supply of affordable, clean, and reliable electricity, we are looking for you! #LI-KM1 Responsibilities * Participate in department-specific projects, analysis, research methods and learn project management skills * Support team in developing business solutions that contribute to NYPA's VISION2030 strategic goals * Research industry trends and emerging technologies to contribute to the continuous improvement of our programs * Other projects as assigned; will vary based on focus area Knowledge, Skills and Abilities * Proficiency in Microsoft Office programs, especially Excel, PowerPoint, Outlook * Excellent verbal and written communication skills * Strong organizational skills and ability to multi-task with competing priorities * Ability to work both independently and collaborate as part of a team * Provide positive customer service for internal and external stakeholders Education, Experience and Certifications Enrollment in an associate's, undergraduate or graduate program at a college or university is required. Recent graduates are not eligible for our Developmental Internship program. Must be legally eligible to work in the United States for the duration of the internship from June 2 - August 7 Physical Requirements The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The hourly rate for this position is based on the level of education at the time the intern program begins: LEVEL HOURLY RATE Sophomore $17.50 Junior $21.50 Senior (or May 2027 graduate) $21.50 Current graduate/law student $24.50 The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law. NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov. Nearest Major Market: White Plains Nearest Secondary Market: New York City Job Segment: Corporate Finance, Summer Internship, Intern, Financial, R&D, Finance, Entry Level, Research

Company Details *********************************** From middle market to Fortune 500 companies, Berkley Custom's team is committed to providing excellent service and a consistent approach to meet the needs of their brokers and their customers, bringing specific expertise in excess casualty as well as a variety of targeted primary and excess programs. They seek to outperform competitors with focus and deep understanding of their client's priorities and by developing creative risk solutions to meet their long-term needs. Their key differentiators include the following: EXCLUSIVE PARTNERSHIPS - Berkley Custom works exclusively the wholesale brokerage community as well as their program partners, and continually builds upon long established relationships with a passion for superior service for their appointed producers. INDUSTRY PROFESSIONALS - Berkley Custom attracts and retains professionals with significant experience in their field, many with over 25 years in the business. Their culture values and promotes deep industry knowledge, integrity, excellence, and respect. LONG-TERM APPROACH TO ACCOUNTS - Berkley Custom continually seeks partners for the long term who share their values and risk management discipline. Long-term relationships have been their management's trademark in over 30 years of serving customers in the E&S and Program marketplace. Their team is dedicated to serving the varied casualty exposure needs of their brokers and their customers. By truly understanding risk exposures in a constantly changing global environment, they can better work with you to keep risk placement recommendations current and responsive. Responsibilities Our internship program offers interns the opportunity to build finance knowledge by working closely with a team of finance professionals to assist in performing various functions such as daily financial operations tasks, financial close, and assisting with special projects that support the Finance team. Assist in performing functions within the monthly financial close process. Provide Financial analysis in support of Berkley Custom's Financial Forecast & Plan. Assist with Compliance Filings. Assist in the preparation of financial reports, variance analysis and performance metrics. Establish strong relationships with Business Leaders, supporting primary Operating functions as needed. Qualifications In pursuit of a bachelor's degree in finance or accounting with a minimum 3.0 cumulative GPA. Strong interpersonal, communication, presentation, and relationship building skills. High level of integrity and dependability with a sense of urgency. Skilled in verbal and written communication. Comfortable managing multiple priorities. Self-directed in achieving closure on deliverables. Collaborative and team oriented. Flexible and adaptive. Positive and creative Must be able to be in the office at our Stamford, CT location 5 days a week. The Company is an equal employment opportunity employer Additional Company Details We do not accept unsolicited resumes from third party recruiting agencies or firms. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details Sponsorship not Offered for this Role

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that's both broad and unique. And our welcoming, respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! 2026 Undergraduate Summer Intern - Job Posting Department Title: Undergrad Intern - Marketing & Communications (Franklin Templeton Investment Solutions - FTIS) Position Summary: The FTIS Marketing team develops and executes marketing strategies for Franklin Templeton Investment Solutions (FTIS), Franklin Templeton's multi-asset investment team. FTIS delivers customized, multi-asset solutions by leveraging Franklin Templeton's global capabilities and expertise from over 18 specialized investment teams, giving clients access to a broad range of strategies across public and private markets. Our marketing team leads thought leadership, client proposals, messaging, and digital marketing channels such as web, social media, and email to support FTIS' objectives. This internship provides a hands-on opportunity to gain experience in digital marketing within a leading global asset management firm. The intern will work alongside experienced marketing professionals and gain exposure to cross-functional collaboration with investment, digital, and communications teams. You will have the opportunity to: • Contribute to real-world projects across web, social media, and email platforms. • Learn how financial content is developed, distributed, and measured for impact. • Be part of an innovative, fast-paced team that helps shape the digital presence of Franklin Templeton Investment Solutions. Team Culture: Our team is collaborative, creative, and strategic. We value curiosity, initiative, and teamwork. The environment is supportive and fast-moving, with open communication and shared goals. We partner with colleagues across marketing, investment, and communications to deliver cohesive, high-quality materials that strengthen FTIS profile and engagement with clients. An intern in this department can expect to learn: • How marketing initiatives are planned, executed, and analyzed. • The fundamentals of social media management and content optimization. • How to use digital analytics to measure engagement and performance. • The process of developing and maintaining marketing materials and web content. • How large organizations collaborate across functions to achieve marketing goals. Key Responsibilities Can Include: • Assisting with content creation, scheduling, and reporting for social media channels. • Supporting updates and improvements to web pages and email campaigns. • Helping to organize and maintain marketing assets and report on analytics dashboards. • Researching industry trends and best practices in digital marketing. • Collaborating with team members to support ongoing strategic initiatives. Ideal Qualifications: • Working toward a bachelor's degree in Marketing, Communications, Business, or a related field. • Strong written and verbal communication skills. • Interest in finance, investing, or digital media. • Experience with Microsoft Office and familiarity with digital or social media platforms. • Detail-oriented, organized, and eager to learn. • Ability to work independently and collaboratively within a team environment. Ready to make moves? Apply today! Please be sure to attach your resume when submitting your application. Applications submitted without a resume will not be considered. Due to the high volume of applications we receive, we may not be able to respond to each applicant individually. If you're interested in more than one internship, we encourage you to apply to all positions that align with your interests. This is a full-time internship where students will work approximately 40 (dependent on state/location) hours per week and earn competitive hourly pay of $30 (dependent on location and function) USD per hour. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

Launch Your Career with a World-Class Summer Experience Are you ready to accelerate your growth, expand your skillset, and make a real impact at one of the world's premier financial institutions? Join Morgan Stanley's Wealth Management Summer Analyst Program-a 10-week, high-impact experience designed to provide broad exposure to the Wealth Management Home Office and develop future leaders. Program Overview: Summer Analysts join one of many dynamic teams at the heart of Wealth Management's innovation-shaping product strategy, investment solutions, digital platforms, and research that empower Financial Advisors and clients. Before joining your placement team, you'll complete a week-long training program designed to build technical skills, business knowledge, and professional connections. From day one, you'll experience Morgan Stanley's collaborative culture and take on meaningful work similar to that of a Full-Time Analyst. Placements are based in either the New York Metro area or our Wealth Management Headquarters in Purchase, NY, depending on your team's location-giving you exposure to the center of strategic decision-making in Wealth Management. Responsibilities: Responsibilities vary by group, offering exposure to multiple facets of Wealth Management. You will collaborate with your team and the broader division to create tailored solutions for clients. Potential Home Office roles include (but are not limited to): * Product Development & Management * Investment Research & Due Diligence * Analytics & Data * Field Services * Financial Wellness * Marketing * Business Development * Strategy * Portfolio Construction * Sales Engagement * Digital Strategy * Risk & Administration Qualifications: Analysts who succeed here embrace diverse assignments and create impact everywhere. We're looking for candidates who are excited to broaden their horizons-those who thrive on variety, adapt quickly, and see every placement as a chance to grow and make an impact. Additional requirements include: * Pursuing an undergraduate degree with an expected graduation date between December 2027 and June 2028 * Minimum 3.5 GPA * Basic knowledge and strong interest in finance * Analytical, results-driven, and able to multi-task * Team player with a positive attitude * Strong oral and written communication skills * Legally authorized to work in the U.S. without requiring sponsorship, now or in the future, for employment visa status Application Process & Deadlines: In order to be considered, candidates must apply with their resume through the Morgan Stanley website and complete their HireVue digital questionnaire. Resumes will be reviewed on a rolling basis until the role is filled or the application deadline, whichever comes first. Applications must be submitted by March 13, 2026 at 11:55 PM EST and HireVues completed by March 15, 2026 at 11:55 PM EST to be considered. Expected base pay rate for the role will be $52.89 per hour at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Key Message for Candidates: This program is designed for individuals who are flexible, curious, and eager to learn across multiple disciplines. Preferences are noted, business needs drive placements. Candidates should embrace the opportunity to gain diverse experiences that will prepare them for the Wealth Management Full-Time Rotational Program and future leadership roles. Job Level Summer Analyst Program Summer Analyst

Finance Department Intern - Summer 2026 Director Finance Corporate Control, Finance Objective: To work with all groups in the Corporate Finance team with a view to gaining an insight into how the Accounting and Finance functions support the organization. The objective of this internship is for the student to develop a practical understanding of how Accounting, Treasury, FP&A, and transactional finance functions support the operational and strategic goals of the business. The intern will partner with cross-functional teams including Supply Chain, Operations, and Corporate Finance leadership to develop analytical, technical, and business skills through hands-on assignments. Area of Focus/Project Details: Treasury & Cash Management Support Work directly with the Treasurer to understand daily cash management processes, liquidity management, debt obligations, and banking relationships. Accounts Receivable & Deduction Review (with Supply Chain Coordination) Collaborate with the AR Manager and Supply Chain team to evaluate customer deductions, pricing discrepancies, and freight claims common in manufacturing operations. Assist in root-cause analysis of recurring deduction issues and help develop process improvement recommendations. Support resolution efforts, documentation, and follow-up with customers as needed. Audit Support (Corporate Controller & Staff Accountant) Assist the Corporate Controller and Accountant in compiling audit schedules, retrieving supporting documentation, and preparing reconciliations. Accounts Payable & Invoice Resolution Support the AP team in researching invoice variances and assisting with 3-way match issues common to manufacturing (PO, receipt, invoice). Partner with Purchasing or Operations when necessary to clear outstanding items and improve invoice processing timeliness. Financial Planning & Analysis (FP&A) Support - FY27 Budget Develop insights into cost drivers unique to manufacturing-such as material costs, labor efficiency, overhead allocation, and volume forecasting. Fixed Asset Reconciliation & Year-End Support Support preparation for year-end close activities by helping verify accuracy and completeness of fixed asset records. Educational Requirements Pursuing a bachelor's degree in accounting, Finance, Business Administration, or a related field. Entering junior or senior year at an accredited college or university. Required Skills & Qualifications Strong working knowledge of Microsoft Office Suite, particularly Excel (pivot tables, lookups, data analysis), PowerPoint, and Word. Strong analytical and problem-solving skills. Ability to work collaboratively with multiple stakeholders across finance, supply chain, and operations. Strong organizational skills with attention to detail and accuracy. Preferred Skills Experience or coursework in database design, data analysis, or financial systems preferred. Familiarity with ERP systems (SAP, Oracle, JD Edwards, etc.) is a plus. Interest in manufacturing operations, cost accounting, and business process improvement. Timing of internship (start and end date) Start date: June 2026 End date: August 2026

At the New York Power Authority, you will be empowered to think big, do good, and transform the energy industry. We are a collaborative team of over 2,400 energy technologists, IT specialists, business experts, hydro engineers, and diverse professionals leading the energy revolution. With state-of-the-art technology, advanced research and development, a modernized infrastructure, and a focus on environmental, social and governance (ESG), we provide New Yorkers with low-cost, clean, reliable power - and we are well on the way to becoming the first end-to-end digital utility in the country. This position offers the selected candidate the opportunity to gain hands-on experience with NYPA's Financial Planning & Analysis (FP&A) and Financial Planning Systems teams. The role supports financial analysis across all departments and sites, helping senior and executive leadership make informed decisions through economic, competitive, and cost-benefit evaluations. This role will also provide candidates with the opportunity to gain hands-on experience with SAP Analytics Cloud (SAC), learning how to effectively leverage the tool while supporting future system integrations. Our paid 10-week Summer Developmental Internship program runs from June 2 - August 7, 2026. As an Intern, you will receive professional development, on-the job experience in the energy industry, exposure to executives, and networking opportunities to help build a solid foundation for your future career. Applications will close on February 15, 2026. If you are passionate about our mission - to lead the transition to a carbon-free, economically vibrant New York through customer partnerships, innovative energy solutions, community engagement and the responsible supply of affordable, clean, and reliable electricity, we are looking for you! #LI-KM1 Responsibilities Participate in department-specific projects, analysis, research methods and learn project management skills Support team in developing business solutions that contribute to NYPA's VISION2030 strategic goals Research industry trends and emerging technologies to contribute to the continuous improvement of our programs Other projects as assigned; will vary based on focus area Knowledge, Skills and Abilities Proficiency in Microsoft Office programs, especially Excel, PowerPoint, Outlook Excellent verbal and written communication skills Strong organizational skills and ability to multi-task with competing priorities Ability to work both independently and collaborate as part of a team Provide positive customer service for internal and external stakeholders Education, Experience and Certifications Enrollment in an associate's, undergraduate or graduate program at a college or university is required. Recent graduates are not eligible for our Developmental Internship program. Must be legally eligible to work in the United States for the duration of the internship from June 2 - August 7 Physical Requirements The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The hourly rate for this position is based on the level of education at the time the intern program begins: LEVEL HOURLY RATE Sophomore $17.50 Junior $21.50 Senior (or May 2027 graduate) $21.50 Current graduate/law student $24.50 The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law. NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Dalio Family Office The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO's culture is built around meaningful work and meaningful relationships and the family's commitment to giving back. The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi. Position Summary: We are actively seeking an intern to support our Finance & Accounting teams for the Summer 2026 season. This will be a hands-on opportunity to learn and work alongside industry experts, in a challenging and growth-oriented environment. If you are seeking a summer to build out your skillset with an organization that values transparency, feedback, and collaboration. The Finance and Accounting Intern will play a key role in supporting both daily operational tasks and strategic initiatives within the department. This individual will assist with transactional activities, contribute to process improvements, and work closely with the F&A Project Management team to provide leverage across multiple projects. As the DFO is an evolving entity, you must be able to thrive in a fast-paced, fluid environment and demonstrate the aptitude to navigate competing priorities. Day-to-day responsibilities would include a combination of the following: · Work with the F&A project management team to support multiple projects concurrently by assisting with risk identification, scheduling, task and dependency management, budget tracking, project charters, closeout activities, and stakeholder communication. · Identify and document potential use cases for AI automation within Finance operations, including areas such as bank reconciliation and process optimization. · Contribute to process improvement initiatives and documentation updates. · Contribute to developing and enhancing the internal team training platform, ensuring all resources, such as guides and reference materials, are clear, accurate, and easily accessible · Support accounting and financial operations with transactional tasks, as needed · Update the ERP Chart of Accounts to bring it in line with current standards. · Explore and learn Power BI, assisting in building dashboards and visualizations to support financial reporting and analytics. Apply for this role if you are: Able to thrive in a fast-paced, collaborative environment while managing multiple priorities. Interested in financial operations, process management, project management, and emerging technologies like AI automation and data visualization tools (e.g., Power BI). Willing to hold yourself and others accountable to exacting standards for excellence Interested in operating within a unique culture that will foster your deep desire for personal and professional growth Professional and discreet in handling sensitive or confidential information, maintaining integrity at all times Illustrative Benefits: Friday summer hours Monthly community events Hybrid work environment Free catered food services for in-office days Casual dress code Qualifications: Currently pursuing a bachelor's degree at an accredited university Strong analytical and organizational skills with attention to detail Excellent communication skills and ability to work collaboratively in a team environment Proficiency in Microsoft Excel is a plus 5 GPA or higher Internship Dates: June 15 th - Augst 21st, 2026 Application Deadline: January 30 th , 2026 *Please note we will review your application and get back to you by the application deadline of 1/30/26 Compensation: Compensation for the role includes an hourly wage of $20/hr. This position is eligible for statutory benefits only. Please note we are unable to provide immigration sponsorship for this position. At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability.

Responsibilities include but not limited to: Learn about Salesforce/nCino. Assist with loan portfolio management. Assist and observe the commercial lending underwriting process. Observe loan discussions and attend sales meetings. Training on all deposit products offered by bank. Learn about our treasury management process. Assist Retail and Lending with analysis of new market. Assist in identifying opportunities for sales in new market.

General Responsibilities: This person will assist the Associate Director of Sales Operations and CHC Controller . This person will be responsible for Ad Hoc analysis and data gathering that will be utilized to maximize the efficient use of funds. The Finance Operations Analyst will be responsible for drafting monthly spend reports to ensure P&Ls are within budget. This role will be repsonsible for identifing trade spend gaps and working to resolve outstanding issues the Sales Managers and Brand teams. Education And Experience Requirements: 3-5 years of experience in a similar position; experience with finance operations preferred. Bachelor's Degree Required, CPA or MBA a plus Finance/Accounting Experience in Pharma/CPG and income statement analysis Advanced Microsoft Office skills, ability to work with lookups and pivot tables Experience in Trade Promotion management and/or Sales Planning is desired. Ability to communicate effectively across various levels and departments within the CHC organization. Experience with SAP, Business Intelligence, TM1, Cognos or similar database software a plus. Must be analytical thinker and a problem solver. Must be able to work in ambiguity. Specific Responsibilities: Ensure the data integrity between SAP and the Cognos Sales Planning system (Sales and Spend) Prepare monthly analysis of shipment vs. consumption for key items/accounts. Analyze financial performance against key business metrics Analyze annual and monthly Trade investment and Sales budgets Maintenance to Cognos (via interaction with IT & Sales) to ensure reports run without issue & are accurate Provide financial summary input to key presentations and business review Qualifications Education And Experience Requirements: 3-5 years of experience in a similar position; experience with finance operations preferred. Bachelor's Degree Required, CPA or MBA a plus Finance/Accounting Experience in Pharma/CPG and income statement analysis Advanced Microsoft Office skills, ability to work with lookups and pivot tables Experience in Trade Promotion management and/or Sales Planning is desired. Ability to communicate effectively across various levels and departments within the CHC organization. Experience with SAP, Business Intelligence, TM1, Cognos or similar database software a plus. Must be analytical thinker and a problem solver. Must be able to work in ambiguity.

Paul Global Benefits (PGB) is now a part of World Insurance Associates. World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview This position will provide support and manage employee benefits for clients, with a focus on: Medical, Dental, Vision, Life, AD&D, Long-term Disability, Short-Term Disability, and Voluntary Benefits. Essential Duties and Responsibilities Responsible for the preparation of the RFPs and the analyzation of the marketing results Designing, distributing, and evaluating responses to surveys and RFPs Accountable for performing financial analysis, including benefits cost projection, plan design modelling alternatives, and creation of employee contribution recovery models The ability to create benchmark data and trend analysis for clients Work independently and make sound underwriting decisions based on financial results Proactive financial monitoring and review for assigned cases Create monthly financial reporting packages including detailed premium, claims, membership, commission, and cash reconciliation information Create weekly, monthly and quarterly financial statements and/or projections Assist in quarterly presentation to clients on financial performance of insurance programs New Business Financial Evaluations, as needed by sales team Provide timely, courteous and accurate response to all inquiries, conducting research when necessary and communicating results Process all necessary paperwork by adhering to the department workflow and procedures Qualifications Bachelor's Degree or the recognized equivalent in education and experience, required 1+ years of Employee Benefits insurance underwriting experience, carrier or brokerage preferred Strong communication skills and ability to translate complex financial concepts into customer friendly format Proven ability to manage multiple projects simultaneously and produce quality deliverables on time Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook) Able to work independently and enjoy a high degree of interaction with team members Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives Self-motivated and driven Maintain a sense of urgency and ability to work with and meet deadlines Demonstrates effective problem-solving abilities Demonstrates excellent time management and prioritization skills Attention to detail and commitment to a high level of accuracy The ability to use discretion surrounding sensitive information Ability to maintain a professional demeanor and positive attitude Compensation: This position is located in New York State. The base salary for this position at the time of this posting may range from $70,000 to $75,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-MA1 #LI-HYBRID

Financial Analyst 1 Job ID: 25-12528 Pay rate range - $25/hr. to $30/hr. on W2 Work Schedule: onsite Job Description: Education and Years of Experience: 1) Bachelor's degree with focus on accounting or finance 2) 5+ applicable experience Top Skills: financial analysis, credit review, and risk assessment PURPOSE OF POSITION: To protect the assets of the Company while also supporting the sales needs of the organization. The position's primary functions include but are not limited to performing detailed reviews and risk analysis on an ascribed portion of Client's portfolio of accounts in order to assess commercial credit risk as well as assign, maintain, or adjust credit limits. For accounts that do not qualify for an open line of credit, the role will require collaboration with team leads to discuss the possibility of alternative hedging (Letter of Credit, Flooring, Factoring, PUT Contracts, etc.). The position holder will be responsible for continuous monitoring of their account portfolio insuring that credit limits are sufficient and alerting team leads as to financial downturns and, with guidance, potentially suggesting credit actions or other risk mitigating solutions. The position will also be responsible for the initial risk analysis and set up of new accounts working with various external teams to ensure appropriate documents are collected and accurate. Additionally, the position will require reporting both assigned and ad-hoc that will be distributed within the group as well as to a broader audience. The position holder may also be asked to provide logistical support on the implementation and risk mitigation options/program(s) relating to all Accounts Receivables of the Company. Required business travel is minimal ESSENTIAL DUTIES & RESPONSIBILITIES: Manage the commercial credit risk for an assigned portfolio of accounts applying Client's credit practices and procedures (portfolio will typically contain lower risk accounts with modest credit limits) Perform detailed reviews and risk analysis on an ascribed portion of Client's portfolio of accounts in order to assess commercial credit risk as well as assign, maintain, or adjust credit limits. Plans and schedules credit review and risk analysis for assigned portfolio of accounts Uses credit risk analysis skills and business acumen along with available risk assessment tools and third party data to analyze new account requests for open lines of credit as assigned; interfaces with team leads for guidance when encountering unique credit situations during this process Obtain all necessary information to properly risk assess including assigning a risk category from our Financial Health Indicator, perform robust financial review and submission through appropriate channels for activation of credit line and assignment of account number in SAP Reviews and analyzes assembled reports, scorecard data, financial statements and supplementary information such as bank and trade references as well as payment history data to arrive at sound financial decisions intended to support sales while protecting Client's assets Recommends individual credit lines or, for unqualified accounts, works with team leads to assess the viability of other hedging options, or courses of action and again with guidance from team leads facilitates the implementation of credit line or other approved solution for challenging risks Personally handles non routine credit inquires and correspondence as it relates to their portfolio involving team leads for guidance to potential challenges based on those inquiries Defers team leads for advice on particularly complex problems and cases requiring interpretation of policy decision Monitors monthly lines of credit for customers in assigned portfolio of accounts to ensure that balances are within approved limits Assist team leads or Sr. Analysts in support, when requested, to the following: Service Division, Content & Services, Harmon, Dacor, Neurologica, etc. in all aspects of risk assessment of Accounts Receivable and also provide assistance with regard to credit processes and risk mitigation tools and services as well as hedging options. This could include reports from third party services or just general procedure and practices along with requests for standard templates or forms and overall credit opinions. In the Company of team leads may be asked to represent the Company at creditors' meetings trade shows bankruptcy proceedings or other related events Prepare and submit departmental reports from simple inter-department reports, to more complex companywide reports.(may include but not limited to) Quarterly report, Monthly report, Watch list report, Z-Credit AR Forecast report, any ad-hoc reporting that may be required, etc. Will be required to be part of customer visits as needed to obtain financials or assess overall business operations and status of assigned accounts (team leads will accompany as necessary) PERFORMANCE STANDARDS (How will duties be measured) Maintain bad debt loss ratio not greater than Management Plan of Sales - Target 2019 : 0.009% Timely and in-depth review and monitoring of all assigned accounts (all accounts with credit lines above $1M will be reviewed twice per year, accounts with limits below $1M will be reviewed once a year and distressed or high risk accounts will be reviewed quarterly or as needed) Timely preparation and submission of departmental reports (may include but not limited to) Quarterly report, Monthly report, Weekly report, Watch list report, Z-Credit AR Forecast report, etc. Maintaining appropriate credit lines and hedging limits within SAP Master Report and SCES (Client Credit Evaluation System) for all assigned accounts Timely and effective communication with sales or other stake holders on all accounts within portfolio Timely and effective communication with key contacts of the account itself and or the account teams and the ability to obtain all required information to perform account reviews DESIRED SKILLS: Strong Financial Analysis and risk assessment skills Understanding of insurance and various other hedging options Solid communication and negotiation skills Considers a wide range of alternatives prior to making a decision Takes initiative as problems & opportunities arise; seizing opportunities early Effectively recognizes emergencies & crisis's and brings them to attention of team leads Actively develops a climate of teamwork & cooperation when working with peers Ability to communicate with people at different organizational levels Follows up on tasks & assignments to ensure successful completion on assigned dates EDUCATION AND/OR EXPERIENCE: Bachelor's degree with focus on accounting or finance. Proficient in Windows, Excel, Word, PowerPoint. Understanding the business and market trends which impact our accounts. Strong analytical skills, the ability to analyze and also interpret the meanings in written and verbal form. Approximately 3-5 years commercial credit experience performing complex financial statement analysis, as well as handling spreadsheets and reporting tools used to conduct successful analysis. An understanding of risk/reward analysis and credit mitigation documents. Familiar with SAP. * Job details *

Recruitment began on January 2, 2026 and the job listing Expires on January 15, 2026 2027 Sophomore Global Markets Summer Analyst Program - New York Division: Global Markets (MARK) Program Overview This program is specifically designed for underclassmen to gain early exposure to the Global Markets Division (MARK). You will work in a high-energy trading floor environment for a global bank with approximately $1.45 trillion in assets, learning how multi-asset market solutions-including Equities, Fixed Income, and Commodities-are structured and traded. Responsibilities Trading Desk Exposure: Gain insight into over 30 trading desks making markets for global risk and capital flows. Client Dynamics: Understand trades implemented by Hedge Funds, Insurers, Pension funds, and Corporate Accounts. Hedging Analysis: Analyze trading desk hedging strategies and overall risk exposures. Candidate Profile Specific Qualifications: Must demonstrate basic knowledge of global markets and a strong academic record. Preferred Majors: Finance, Economics, Engineering, Accounting, or Liberal Arts (all majors encouraged). Key Traits: Team collaboration, innovative thinking, adaptability, and enthusiasm for the financial sector. Eligibility Requirement: Pursuing an undergraduate degree with a graduation date between December 2028 and June 2029. Note: This means current freshmen (Class of 2029) are the primary eligible group for this specific “Sophomore” program. Rotational Experience: 3 rotations over 10 weeks within Equities & Derivatives (EQD) and/or Fixed Income and Currencies (FIC). Professional Training: One week dedicated to product knowledge, professional development, and CSR. Mentorship & Networking: Formal Mentorship Program, weekly Lunch & Learns with Senior Management, and team-shadowing options. Diversity Engagement: Participation in Employee Resource Group events. Culture & Inclusion Core Values: Commitment, Responsibility, Team Spirit, and Innovation. DIB Mission: A focus on recruiting and advancing a diverse workforce to foster an inclusive environment that delivers innovative solutions. Equal Opportunity: Employment decisions are made regardless of race, religion, color, sex, disability, age, or sexual orientation. Additional Information Reference: 25000QJ0 Compensation: $100,000 base salary (pro-rated for the 10-week internship position is not benefits-eligible and does not include overtime/bonuses in the base range. #J-18808-Ljbffr

Responsibilities include but not limited to: * Learn about Salesforce/nCino. * Assist with loan portfolio management. * Assist and observe the commercial lending underwriting process. * Observe loan discussions and attend sales meetings. * Training on all deposit products offered by bank. * Learn about our treasury management process. * Assist Retail and Lending with analysis of new market. * Assist in identifying opportunities for sales in new market. Required Skills: * Excellent verbal and written communications skills. * Proficiency in Microsoft Office product suite. * Detail oriented and organized. * Ability to work independently or in a team setting. Problem solving skills. * Displays a high level of confidentiality. Required Experience: * High school diploma or GED. * Enrollment in a 2 or 4-year degree program. * Enrollment in a 4-year college or university with a concentration in Economics, Finance or Business preferred.

Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at ************************* Job Description General Responsibilities: This person will assist the Associate Director of Sales Operations and CHC Controller . This person will be responsible for Ad Hoc analysis and data gathering that will be utilized to maximize the efficient use of funds. The Finance Operations Analyst will be responsible for drafting monthly spend reports to ensure P&Ls are within budget. This role will be repsonsible for identifing trade spend gaps and working to resolve outstanding issues the Sales Managers and Brand teams. Education And Experience Requirements: 3-5 years of experience in a similar position; experience with finance operations preferred. Bachelor's Degree Required, CPA or MBA a plus Finance/Accounting Experience in Pharma/CPG and income statement analysis Advanced Microsoft Office skills, ability to work with lookups and pivot tables Experience in Trade Promotion management and/or Sales Planning is desired. Ability to communicate effectively across various levels and departments within the CHC organization. Experience with SAP, Business Intelligence, TM1, Cognos or similar database software a plus. Must be analytical thinker and a problem solver. Must be able to work in ambiguity. Specific Responsibilities: Ensure the data integrity between SAP and the Cognos Sales Planning system (Sales and Spend) Prepare monthly analysis of shipment vs. consumption for key items/accounts. Analyze financial performance against key business metrics Analyze annual and monthly Trade investment and Sales budgets Maintenance to Cognos (via interaction with IT & Sales) to ensure reports run without issue & are accurate Provide financial summary input to key presentations and business review Qualifications Education And Experience Requirements: 3-5 years of experience in a similar position; experience with finance operations preferred. Bachelor's Degree Required, CPA or MBA a plus Finance/Accounting Experience in Pharma/CPG and income statement analysis Advanced Microsoft Office skills, ability to work with lookups and pivot tables Experience in Trade Promotion management and/or Sales Planning is desired. Ability to communicate effectively across various levels and departments within the CHC organization. Experience with SAP, Business Intelligence, TM1, Cognos or similar database software a plus. Must be analytical thinker and a problem solver. Must be able to work in ambiguity.

Recruitment began on January 6, 2026 and the job listing Expires on February 2, 2026 New York, New York, United States of America Hours 40 $30.00 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description As a leading corporate and investment bank, TD Securities offers a wide range of integrated capital markets products and services. Our corporate, government, and institutional clients choose us for our innovation, execution, and experience. With over 7,200 professionals operating in 39 cities across the globe, we work closely with our clients to help them meet their needs today and prepare for tomorrow. JOB OVERVIEW TD Securities is looking for candidates with varying backgrounds and experiences to join our 2027 Global Markets Summer Analyst Program - Municipals and be immersed in our inclusive culture! This program will connect you with experienced professionals through on-the-job training . You will work alongside industry experts in a fast-paced collaborative environment. This is a ten-week program running from early June to mid-August in person in our offices in New York City. At TD Securities, Municipals (comprised of Public Finance Banking, Municipal Sales & Trading, and Automated Trading) function within Global Markets as an integral part of the full suite of services we provide. The Public Finance team covers all sectors within the municipal finance space such as state and local governments, infrastructure, power and utilities, higher education, housing, not-for-profit health care and transportation and assists clients in analyzing and issuing various offerings of municipal securities. The Municipal Sales and Trading and Automated Trading teams are active market-makers and one of the largest liquidity providers in the muni market, covering trades of all sizes from micro-lots to big blocks. Following training, this unique program provides summer analysts with two rotations spanning approximately 4 weeks each with the banking and sales and trading teams. The Muni team interacts frequently with other areas of the Bank, including: Debt Capital Markets, Credit Management, Market Risk Solutions, Sustainable Finance, Corporate and Investment Banking, and Global & US Fixed Income Sales and Trading. As a summer analyst, you will: Work with seasoned Public Finance bankers and Municipal Sales & Trading professionals and acquire the knowledge and skills necessary to become a Full Time Analyst in the municipal finance space. Provide analytical, research, and transactional support to the Public Finance team, while assisting in the preparation of cash flow modeling and other financial analysis in connection with potential or live capital markets financings. You will also assist bankers in the preparation of proposals and pitch books for prospective and current clients detailing firm capabilities and financing solutions. Gain exposure to the sales and trading of municipal securities and new issue underwriting by shadowing our team of industry veterans. Learn how to price municipal bonds and how to hedge and manage risk. Develop an understanding of the various market participants (dealers, customers, brokers, etc.) and how to effectively communicate and engage with them. Learn about algorithmic trading, portfolio trading, ETF creations/redemptions by interacting with TDSAT (TD Securities Automated Trading). Have the ability to take ownership on assigned tasks and projects, managing assignments through successful completion. Stay fully informed on market data and trends, economic information, and key industry developments as well as regulatory standards. You will also learn to develop and maintain relationships with market participants including lawyers, financial advisors and issuing clients. Mentorship and Networking The internship will include a formal mentorship with employees who will act as a career guide for navigating your experience at TD Securities and beyond. Summer Analysts will have the opportunity to engage in a Senior Speaker Series designed to familiarize participants with the workings of Global Markets as well as our Corporate & Investment Banking, Equity Research, and Business Operations divisions. Summer Analysts will also be able to participate in social networking events with one-another as well as employees of the Firm to experience our culture and assimilate into our Firm. Hands-on Experience This is an opportunity to experience our unique culture, work on a fast-paced trading floor, attend client meetings, and build fundamental skills. You will be working with individuals across the floor to understand different aspects of Global Markets, ultimately leading to a final presentation designed to showcase critical thinking skills and increase professional presence (ie: final trade presentation). QUALIFICATIONS Pursuing a (4) year university or college degree with an anticipated graduation date between December 2027 and June 2028. You must be work authorized in the United States without the need for employer sponsorship. For individuals whose work authorization is or will be based on F-1 optional practical training, your degree or anticipated degree must be in a qualifying STEM program, as reflected on your Form I-20. This role is not suitable for individuals who are ineligible for a STEM OPT extension. All majors welcome, but significant coursework in a business-related field is required Compelling interest in and knowledge of the financial markets, particularly in municipal finance Well-organized and detail oriented Ability to work under pressure with tight deadlines and establish priorities with minimal supervision Results driven, proven academic excellence and strong interpersonal skills. High ethical and professional standards. Strong financial/analytical skills, knowledge of MS Excel preferred Proactive and highly motivated Able to work effectively in a team environment and independently Demonstrated leadership (i.e. sports, clubs, extracurricular activities, and philanthropy, etc.) Application Deadline February 1, 2026. Interviews will occur on a rolling basis from January through April - it is encouraged that candidates apply well ahead of the deadline of February 1, 2026. Depth & Scope Builds an understanding of the businesses and Customers the role supports May answer and direct incoming calls internally and externally Provides support for Manager and others areas, as indicated May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects Analyzes specific accounts Assists in the preparation of specific federal and state returns Assists with projects Assists in the audit requests Assists with operational and administrative functions May support or partner with several business functions/areas/departments Participates in various projects and tasks, as assigned Education & Experience High School Diploma required Currently enrolled in 4 year college program or post graduate program 3.2 GPA or higher preferred Excellent interpersonal skills Demonstrated leadership qualities Good written and oral communications skills Detail oriented and self-motivated Ability to handle multiple tasks in a fast-paced environment Ability to work in an office environment Physical Requirements Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Kneeling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. #J-18808-Ljbffr

Responsibilities include but not limited to: * Learn about Salesforce/nCino. * Assist with loan portfolio management. * Assist and observe the commercial lending underwriting process. * Observe loan discussions and attend sales meetings. * Training on all deposit products offered by bank. * Learn about our treasury management process. * Assist Retail and Lending with analysis of new market. * Assist in identifying opportunities for sales in new market. Required Skills: * Excellent verbal and written communications skills. * Proficiency in Microsoft Office product suite. * Detail oriented and organized. * Ability to work independently or in a team setting. Problem solving skills. * Displays a high level of confidentiality. Required Experience: * High school diploma or GED. * Enrollment in a 2 or 4-year degree program. * Enrollment in a 4-year college or university with a concentration in Economics, Finance or Business preferred.