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  • Financial Consultant - Berkeley, CA

    Fidelity Investments 4.6company rating

    Finance internship job in Oakland, CA

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Sales
    $60k-75k yearly 2d ago
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  • Investment Banking Tech Product Analyst/Associate

    Supportfinity™

    Finance internship job in Menlo Park, CA

    A prominent financial services firm is seeking a Business Analyst or Associate in Investment Banking Management to enhance technology tools within the division. This role involves product management, project management, and innovation while collaborating closely with various teams. The ideal candidate will have a bachelor's degree and at least one year of experience in financial services. Expected compensation ranges from $110,000 to $125,000 for Analysts and $150,000 to $225,000 for Associates. #J-18808-Ljbffr
    $150k-225k yearly 1d ago
  • Associate, Structured Finance (NCG)

    Bloom Energy 4.8company rating

    Finance internship job in San Jose, CA

    ## .Associate, Structured Finance (NCG) page is loaded## Associate, Structured Finance (NCG)locations: San Jose, Californiatime type: Full timeposted on: Posted Todayjob requisition id: JR-19814At Bloom Energy, our vision for a world powered by clean, reliable, and affordable energy is more than just a dream-we're making it a reality. For over two decades, we've been at the forefront of the global energy transition, pioneering solutions that empower critical industries to thrive in a rapidly digitizing, energy-intensive world. From revolutionizing power for AI-driven data centers to ensuring resilience for hospitals, electric grids, manufacturing facilities, and utilities, our solid oxide fuel cell (SOFC) and solid oxide electrolyzer (SOEC) technologies are redefining what's possible by delivering energy abundance for all. With more than 30,000 fuel cell modules deployed worldwide, we are the trusted partner for Fortune 100 companies and innovators alike. Our cutting-edge solutions enable unparalleled “time-to-power” capabilities, reliability, and sustainability, ensuring our customers remain ahead in a world where soaring energy demand and intensifying energy scarcity are rapidly becoming the new norm.At Bloom, we thrive on collaboration, bold thinking, and relentless innovation. We believe that, together, we can create a brighter, more sustainable future while tackling the most pressing challenges of the 21st century.We are looking for an Analyst, Structured Finance to join our team in one of today's most exciting technologies. This role is based in San Jose, CA. This is a fully on-site, in office role. **Responsibilities**:* Add "intellectual athlete" capacity to a team that work on deals impacting many parts of Bloom's business.* Support Bloom's consultative-based selling engagements with customers and financiers, particularly with respect to financial analysis, research and analytics* Engage with key stakeholders to move deals forward, including financiers, internal team members, and customers.* Provide customer-facing consulting to the sales team to understand customer needs as they relate to power purchase agreements ("PPAs") and the associated project financing. Assist in "closing PPAs."* Advise on the financial structuring of power purchase agreements* Develop collateral for internal and external audiences that effectively tells the Bloom story, as well as how the industry is changing based on Bloom's technology* Develop creative ways to meet customer financial and contracting constraints within the parameters of a financeable deal structure* Partner with sales and marketing to develop new ways of accessing high spark spread, high credit customers.* Work with technology partners to increase the addressable for Energy Servers and related services* Adapt to the changing needs of the organization to maximize the economic and perceived value of Energy Servers**Minimum Qualifications*** MBA or Master's degree in Finance, Engineering or a related discipline.* Must be graduating between December 2024 and August 2026**Desired Qualifications*** Minimum of 2-5 years' experience either in project finance, project development, energy & infrastructure -focused investment banking or strategy. Demonstration of successfully closing complex deals.* Experience at top tier investment banks, private equity shops or consulting firms strongly preferred.* A background of exceptional academic performance* Strong communication skills required. Must be able to clearly articulate and communicate complex deal terms and financial information and issues to management and investors.* Ability to interact with a wide variety of audiences, ranging from customers and investors, to Bloom engineers and operations staff.* The ability to manage multiple projects, meet deadlines, prepare high quality reports and presentations, and to maintain high levels of quality with a heavy work load.* Must demonstrate strong personal ethics, the ability to influence and negotiate, and the ability to effectively manage stress and engage in continuous learning.* High attention to detail.* Fun to work with, quick to laugh, willingness to take calculated risks, and a creative problem solver with a "can-do / failure is not an option" approach to work.**Visa Sponsorship** Bloom Energy typically does not sponsor visas or hire individuals on CPT or OPT status. This includes interns and new graduates on F-1, J-1, or any other visa type for this position.**EOE Statement** Bloom Energy is an equal opportunity employer and makes employment decisions on the basis of merit. We are committed to compliance with all applicable laws providing equal employment opportunities. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, national origin, protected veteran status, or on the basis of disability. Bloom Energy makes reasonable accommodation, consistent with applicable laws, for the known physical or mental limitations of an otherwise qualified applicant or employee with a disability, who can perform the essential job functions, unless undue hardship would result.**Salary Statement with pay range** Bloom Energy is committed to fair and equitable compensation practices. The total compensation for this position is based on various factors including, but not limited to, relevant skills and experience.# Salary Ranges:$96,000.00 - $144,000.00Bloom Energy's mission is to make clean, reliable energy affordable for everyone in the world. With roots in NASA's Mars Program, the company's founder, chairman, and Chief Executive Officer, Dr. K.R. Sridhar, developed an innovative fuel cell technology that is shifting the energy paradigm and redefining the electric power market.The Bloom Energy Server is a distributed electric power solution built for the digital age and capable of delivering highly reliable, uninterrupted, 24x7 constant power that is also clean and sustainable. Bloom's unique on-site power generation systems are among the most efficient on the planet, providing significantly reduced operating costs and producing dramatically lower greenhouse gas emissions.By generating power where it is consumed, Bloom Energy offers increased electrical reliability and improved energy security, providing a clear path to energy independence.Some of the largest companies in the world trust Bloom Energy to provide their businesses with clean, reliable and resilient energy. Bloom's customers include many Fortune 100 companies and leaders in manufacturing, data centers, healthcare, retail, higher education, utilities, and other industries.The company, headquartered in San Jose, California, is growing quickly and looking to add to its dynamic team. Stay up to date with Bloom Energy through our social channels. #J-18808-Ljbffr
    $96k-144k yearly 2d ago
  • Finance Intern - Summer 2026

    Lam Research 4.6company rating

    Finance internship job in Fremont, CA

    We are seeking a motivated MBA Finance Intern to join our Finance team for the summer. This role offers hands-on experience in financial analysis and modeling, providing insights into the value creation of internal programs that support our cutting-edge technology. Develop and enhance financial models to track and quantify the value of internal R&D programs. Analyze cost structures, ROI, and long-term financial impact of strategic initiatives. Collaborate with cross-functional teams (Engineering, Operations, and Product Management) to gather data and validate assumptions. Prepare presentations and reports for senior leadership to support decision-making. Enable Strategic Decision-Making: The intern's financial models will provide leadership with clear insights into the ROI and cost-benefit analysis of internal programs, guiding resource allocation and investment decisions. Currently enrolled in an MBA program with a concentration in Finance or related field. Strong analytical and quantitative skills with proficiency in Excel and financial modeling. Familiarity with valuation techniques (NPV, IRR, ROI) and corporate finance principles. Excellent communication and presentation skills. Interest in technology and semiconductor industry is a plus. Experience with data visualization tools (Power BI, Tableau) is a plus. Knowledge of ERP systems or financial planning tools is desirable.
    $55k-75k yearly est. 18d ago
  • Financial Analyst Intern, Software Engineering - Summer 2026

    Nvidia 4.9company rating

    Finance internship job in Santa Clara, CA

    NVIDIA has been transforming computer graphics, PC gaming, and accelerated computing for more than 25 years. It's a unique legacy of innovation that's fueled by great technology-and amazing people. We are seeking an energetic Financial Analyst intern to join our Software Engineering FP&A team at NVIDIA. This is a great role for a highly motivated individual who can function in a fast-paced and rapidly changing environment! This role requires an individual who will thrive in an ambiguous environment and make a big impact. You will have a passion for providing data-based decision making and looking for areas of improvement and implementation to reduce manual workload to focus on delivering insights to the business. What you'll be doing: * Provide in-depth financial analysis of actual spending to drive insights into trends, investment areas, and opportunities to optimize investments. * Assist with forecasting OPEX & CAPEX, actual vs forecast analyses and summarize spending trends. * Prepare monthly and quarterly management reporting packages. * Assist in developing the forecasting models for various spend categories to understand the financial health of various departments. * Detail oriented, highly analytical, and able to translate data and trends into powerful strategies and compelling messages. * Own financial data and reports to ensure they are both accurate and updated. * Collaborate cross functionally with key business partners. What we need to see: * Pursuing an Bachelor's degree with a concentration in Accounting, Finance, Economics, or a related field. * Able to critically assess financial model outputs and identify potential improvements. * Demonstrates high attention to detail and accuracy, especially when working under tight deadlines. * A strong desire to learn new technologies and an eagerness for intellectual growth are valued. * Possesses a solid understanding of AV operations and can build cost models, with strong critical thinking and problem-solving abilities. * Works well in collaboration with Engineering and Operations teams to ensure alignment on project roadmaps. * Positive attitude and contributes as a supportive team player. Ways to stand out from the crowd: * Balance of strong academic and extracurricular activities. * Leadership positions. * Strong analytical skills and advanced financial modeling techniques. * Exemplary communication, written and verbal, and interpersonal skills. * Prior work experience in Finance in the Technology sector. Widely considered to be one of the technology world's most desirable employers, NVIDIA offers highly competitive salaries and a comprehensive benefits package. As you plan your future, see what we can offer to you and your family *********************** Our internship hourly rates are a standard pay based on the position, your location, year in school, degree, and experience. The hourly rate for our interns is 20 USD - 71 USD. You will also be eligible for Intern benefits. Applications for this job will be accepted at least until January 13, 2026. This posting is for an existing vacancy. NVIDIA uses AI tools in its recruiting processes. NVIDIA is committed to fostering a diverse work environment and proud to be an equal opportunity employer. As we highly value diversity in our current and future employees, we do not discriminate (including in our hiring and promotion practices) on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law.
    $51k-74k yearly est. Auto-Apply 38d ago
  • Portfolio Management - Finance Intern

    Primergy Solar

    Finance internship job in Oakland, CA

    Primergy is a developer, owner and operator focused on both distributed and utility scale solar PV and battery storage projects in North America. Primergy features a diverse and talented team with decades of experience in renewables project development, financing, construction and operations. It is currently managing and progressing a significant portfolio of operational and development stage solar+ battery storage projects. Primergy is a portfolio company of Quinbrook and represents Quinbrook's principal solar and solar plus energy storage investment platform in North America. Primergy is committed to making sure the benefits of participation in the renewable energy industry are equitable, and that the industry continues to grow from diverse perspectives. We are designing an internship program that provides students with long-term exposure to the multifaceted solar and energy storage development business, with the intention of providing the skills and exposure to launch careers in this exciting field. Primergy's internship program also allows participants the opportunity to build a network of professionals across finance, mergers and acquisitions, development, engineering, commercial strategy, and more. We are seeking a motivated and analytical Intern to join our dynamic solar power development team. This internship offers hands-on experience in portfolio management within the renewable energy sector, providing valuable insights into the financial aspects of solar project development, management, and operations. This internship is designed to provide you with a comprehensive understanding of portfolio management in the solar & storage generation renewable sector, preparing you for a successful career in renewable energy finance. What you will do as the Finance Intern: The goal of the Finance Internship is for the individual to gain hands-on experience in renewable energy projects while being part of a dynamic team. The Portfolio Management team sits within the Finance team at Primergy, with responsibilities that include developing financial models for project financing, portfolio modeling, and quarterly valuations. The team works closely with several Primergy teams, including Project Finance, Financial Planning & Analysis, and Project Development. The Finance Intern will help with day-to-day operations, tasks, and analysis. The intern will also gain exposure to more complex tasks such as Project and Portfolio level Modelling as well as Portfolio Management and Reporting. Some responsibilities include: * Portfolio Management: Assist with preparing financial presentations for management meetings. Support the preparation of Quarterly reports for Management review. * Data Management: Help maintain and update financial models, databases, and tracking systems. * Cross-Department Collaboration: Assist in gathering relevant data to support strategic initiatives or business planning. What you bring to the table: * Currently pursuing or recently completed a degree in Finance, Economics, Mathematics, Statistics, Engineering, Computer Science or related field. * Strong skills with Microsoft Excel (ideally financial modeling or large data set analysis). * Working knowledge of one or more programming languages, including SQL, VBA, or Python. * Basic understanding of the renewable energy industry. * Excellent attention to detail and ability to work independently. * Effective communication and interpersonal skills What can you expect as a Primergy Intern: * Participate and contribute to a meaningful project, end-to-end. We are committed to you having something substantial to show for your time here that will make a positive impact for the team. * Collaborate and network with a host of talented and experienced Renewable professionals across the US. * Visit a large-scale Solar facility and get a close-up view of how we're transforming the future of energy. * Learn hands-on about Renewable energy and how a career in the sector could be your future! * Receive one-on-one mentorship from an experienced professional in your area of interest.
    $34k-48k yearly est. 5d ago
  • Portfolio Management - Finance Intern

    Primergy Solar Management

    Finance internship job in Oakland, CA

    Primergy is a developer, owner and operator focused on both distributed and utility scale solar PV and battery storage projects in North America. Primergy features a diverse and talented team with decades of experience in renewables project development, financing, construction and operations. It is currently managing and progressing a significant portfolio of operational and development stage solar+ battery storage projects. Primergy is a portfolio company of Quinbrook and represents Quinbrook's principal solar and solar plus energy storage investment platform in North America. Primergy is committed to making sure the benefits of participation in the renewable energy industry are equitable, and that the industry continues to grow from diverse perspectives. We are designing an internship program that provides students with long-term exposure to the multifaceted solar and energy storage development business, with the intention of providing the skills and exposure to launch careers in this exciting field. Primergy's internship program also allows participants the opportunity to build a network of professionals across finance, mergers and acquisitions, development, engineering, commercial strategy, and more. We are seeking a motivated and analytical Intern to join our dynamic solar power development team. This internship offers hands-on experience in portfolio management within the renewable energy sector, providing valuable insights into the financial aspects of solar project development, management, and operations. This internship is designed to provide you with a comprehensive understanding of portfolio management in the solar & storage generation renewable sector, preparing you for a successful career in renewable energy finance. What you will do as the Finance Intern: The goal of the Finance Internship is for the individual to gain hands-on experience in renewable energy projects while being part of a dynamic team. The Portfolio Management team sits within the Finance team at Primergy, with responsibilities that include developing financial models for project financing, portfolio modeling, and quarterly valuations. The team works closely with several Primergy teams, including Project Finance, Financial Planning & Analysis, and Project Development. The Finance Intern will help with day-to-day operations, tasks, and analysis. The intern will also gain exposure to more complex tasks such as Project and Portfolio level Modelling as well as Portfolio Management and Reporting. Some responsibilities include: Portfolio Management: Assist with preparing financial presentations for management meetings. Support the preparation of Quarterly reports for Management review. Data Management: Help maintain and update financial models, databases, and tracking systems. Cross-Department Collaboration: Assist in gathering relevant data to support strategic initiatives or business planning. What you bring to the table: Currently pursuing or recently completed a degree in Finance, Economics, Mathematics, Statistics, Engineering, Computer Science or related field. Strong skills with Microsoft Excel (ideally financial modeling or large data set analysis). Working knowledge of one or more programming languages, including SQL, VBA, or Python. Basic understanding of the renewable energy industry. Excellent attention to detail and ability to work independently. Effective communication and interpersonal skills What can you expect as a Primergy Intern: Participate and contribute to a meaningful project, end-to-end. We are committed to you having something substantial to show for your time here that will make a positive impact for the team. Collaborate and network with a host of talented and experienced Renewable professionals across the US. Visit a large-scale Solar facility and get a close-up view of how we're transforming the future of energy. Learn hands-on about Renewable energy and how a career in the sector could be your future! Receive one-on-one mentorship from an experienced professional in your area of interest.
    $34k-48k yearly est. 4d ago
  • 2027 Summer Analyst

    Tidal Partners

    Finance internship job in Palo Alto, CA

    Tidal Partners is a next-generation M&A strategic advisory firm that is changing the norm for investment banking career development. Career paths are not one-size-fits-all. That's why we've built unique talent pathways that provide differentiated development opportunities for our bankers and enable us to grow our team with the best people possible. The Tidal Experience Tidal Partners combines best in class M&A experience with a unique approach to the analyst/associate program. At Tidal, you will work on interesting, high-profile and industry-defining transactions with some of the leading innovators in the technology industry. The Tidal Analyst Experience provides tailored and unique opportunities for you to develop your skills and prepare you for the next phase of your career. Investment Banking Summer Analyst We are looking for students who have: Quantitative and qualitative analytical abilities to think about the strategic issues impacting our clients Effective communication skills and a collaborative team mentality Ability to take ownership of projects A growth-oriented mindset We are currently accepting Sophomores (Class of 2028). Applications will be reviewed on a rolling basis. Not eligible for US visa sponsorship. Salary It is expected that the annual pro-rated base salary for the Summer Analyst role is in the range of $130,000-$140,000.
    $130k-140k yearly Auto-Apply 24d ago
  • 2026 Intern - Financial Analyst

    Adobe 4.8company rating

    Finance internship job in San Jose, CA

    Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen. We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours! The Opportunity Join a high-visibility team managing worldwide consolidation for DME sales finance while driving automation across multiple business processes. This internship offers hands-on experience in forecasting, predictive modeling, and process improvement, providing exposure to global finance operations. What You'll Do As an intern, you will: Develop and maintain predictive models to improve rolling sales forecasts. Analyze historical and current sales/financial data to identify trends and insights. Implement automation to streamline reporting and finance workflows. Collaborate with cross-functional teams to gather requirements and support business solutions. Document models, assumptions, processes, and results for transparency and reproducibility. Recommend enhancements to forecasting methodology and reporting tools. What You Need to Succeed Strong analytical and problem-solving skills. Hands-on experience with forecasting and predictive modeling. Proficiency in data tools such as Excel, SQL, Tableau, or Power BI. Attention to detail and commitment to accuracy. Ability to work collaboratively and communicate effectively with cross-functional teams. Adaptability to navigate ambiguity and propose innovative solutions. Understanding of sales finance, forecasting, and global consolidation processes. Requirements Currently enrolled full-time pursuing a Bachelor's or Master's degree in Finance (or equivalent) with an expected graduation date between December 2026 and June 2027. Ability to participate in a full-time internship from May-September. Technical and functional skills: Data analysis and visualization (Excel, SQL, Tableau, Power BI) Predictive modeling and statistical analysis (Python, R) Financial and sales knowledge, including forecasting and consolidation Process automation (VBA, Python, workflow tools) Strong problem-solving and critical thinking Effective communication and collaboration skills Expected Impact Improved forecast accuracy and reliability. Reduced manual effort in sales finance consolidation. Enhanced ability to make data-driven business decisions. Foundation for scalable automation across other business areas. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $25.00 -- $30.00 hourly. Your recruiter can share more about the specific pay rate for your job location during the hiring process. State-Specific Notices: California: Fair Chance Ordinances Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and “fair chance” ordinances. Colorado: Application Window Notice If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs. Massachusetts: Massachusetts Legal Notice It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more. Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
    $25-30 hourly Auto-Apply 39d ago
  • Finance Intern

    Etched

    Finance internship job in San Jose, CA

    Job Description Finance Intern Team: Finance Etched is building the world's first AI inference system purpose-built for transformers - delivering over 10x higher performance and dramatically lower cost and latency than a B200. With Etched ASICs, you can build products that would be impossible with GPUs, like real-time video generation models and extremely deep & parallel chain-of-thought reasoning agents. Backed by hundreds of millions from top-tier investors and staffed by leading engineers, Etched is redefining the infrastructure layer for the fastest growing industry in history. We are an in-person team in San Jose, CA, and are on-site 5 days a week. The role As we scale our company, we will face many operational challenges. From deciding pricing, SKUs, and unit economics to accounting, financing strategies, and supply chain management, we are looking for a Finance intern to tackle strategic financial challenges and execute on our day-to-day finance operations. You will work closely with the executive team to drive financial models, assist with purchase orders and accounts payable, and learn about key strategic issues across the organization, from supply chain to product. You'll get hands-on experience across FP&A, accounting operations, vendor payments, and pricing/unit economics modeling. You may be a good fit if you have: Previous internship experience in consulting, banking, or early startup environments Understanding of cash flow management, bank reconciliation, and bookkeeping Track record of excellent project management and data analysis skills Willingness to do a broad set of finance, accounting, and operations work Comfort with Excel/Sheets or basic financial modeling We encourage you to apply even if you do not believe you meet every qualification. Strong candidates may also have experience with: Technical Curiosity: experience, education, or interest in computer science, electrical engineering, artificial Intelligence, or a related field. Industry interest: Deep curiosity about the AI ecosystem, including emerging trends, cutting-edge technologies, and industry innovations. Startup Acumen: Interest in startup finance (equity, cap tables, fundraising) Program details: 12-week paid internship (June - August 2026) Generous housing support for those relocating Daily lunch and dinner in our office Based at our office in San Jose, CA Direct mentorship from industry leaders and world-class engineers Opportunity to work on one of the most important problems of our time For any questions, contact **********************. How we're different Etched believes in the Bitter Lesson. We think most of the progress in the AI field has come from using more FLOPs to train and run models, and the best way to get more FLOPs is to build model-specific hardware. Larger and larger training runs encourage companies to consolidate around fewer model architectures, which creates a market for single-model ASICs. We are a fully in-person team in West San Jose, and greatly value engineering skills. We do not have boundaries between engineering and research, and we expect all of our technical staff to contribute to both as needed. Etched is an equal opportunity employer. We value diversity and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $34k-49k yearly est. Easy Apply 24d ago
  • Summer Analyst: Investment Banking (Software M&A) | Summer 2027

    AQ Technology Partners

    Finance internship job in Redwood City, CA

    About AQ Technology Partners AQ Technology Partners is a boutique investment bank focused exclusively on the software ecosystem. We provide high-touch M&A and financial advisory services to sector leading software companies, their management teams and investors. Our deep sector expertise, collaborative culture, and commitment to excellence enable us to deliver thoughtful, value-driven outcomes for our clients. Why AQ Technology Partners At AQ, you will be part of a close-knit team where your work directly impacts clients and outcomes. Our structure means exposure to senior leadership and live transaction experience from day one. We value initiative, intellectual curiosity, and a team-oriented mindset and we invest in the professional growth of every team member. Join us to gain the technical foundation, deal experience, and mentorship to launch a successful career in investment banking within one of the most dynamic market segments. Program Overview The AQ Summer Analyst Program offers undergraduate students a fast-paced, hands-on introduction to software investment banking. Over the course of the summer, you will work as an integral part of the deal team alongside Associates, Vice Presidents, and senior bankers. You will gain exposure to live M&A and growth capital transactions and learn the fundamentals of transaction execution, including financial analysis, valuation, and industry research. As a Summer Analyst, you will be expected to demonstrate a strong work ethic and a desire to learn. You will provide critical support to transaction execution, assist in the creation of presentation materials, financial models, and conduct deep-dive research into the software landscape. This experience is designed to build your technical skillset and prepare you for a successful career in investment banking. Key Details Location: Redwood City, CA Program Duration: Summer 2027 (10 weeks) Eligibility: Current undergraduate student graduating between December 2027 and June 2028 Work Authorization: Permanent U.S. work authorization required Full-Time Opportunity: Candidates demonstrating exceptional performance will receive an offer to return as a full-time Analyst following graduation Responsibilities Support the deal team in advising software clients and financial sponsors on strategic M&A, private equity, and growth equity transactions Perform comprehensive market research and competitive analysis to support transaction positioning and business development initiatives Assist in the preparation of client-facing materials, including confidential information memoranda (CIMs), pitch decks, and management presentations Support financial modeling and valuation analysis, including public comparables, precedent transactions, and DCF analysis Maintain internal databases and track software industry M&A activity and trends Contribute proactively to AQ's collaborative and high-performance culture Qualifications Currently enrolled in a Bachelor's degree program with expected graduation between December 2027 and June 2028 Demonstrated interest in finance and technology through relevant coursework Strong academic track record (minimum GPA of 3.5 preferred) Solid understanding of accounting and finance fundamentals Proficiency in Microsoft Office, particularly Excel and PowerPoint Strong attention to detail with the ability to manage multiple tasks simultaneously Exceptional written and verbal communication skills Ability to thrive in a dynamic, entrepreneurial environment and work collaboratively in a small team Passion for software, technology, and M&A #LI-AQT
    $70k-115k yearly est. Auto-Apply 6d ago
  • Investment - Intern

    Niterra North America

    Finance internship job in Santa Clara, CA

    About Us: Founded in 1936, Niterra North America, Inc. (Formally NGK Sparkplugs, Inc.), is the world leader in technology, innovation, and world-class quality in designing spark plugs and oxygen sensors. Today, that tradition continues as we transform our organization's business portfolio, expanding our core ceramic technologies, exploring capabilities beyond traditional areas, and challenging ourselves to develop solutions and services that use technologies to resolve social issues while contributing to a sustainable society. Academic Skills/Knowledge/Experience: Currently pursuing or recently graduated with a bachelor's or master's degree in business, finance, economics, engineering, or a related field. MBA candidates are also welcome. Demonstrated interest in venture capital, entrepreneurship, or technology-driven industries (through coursework, projects, internships, or extracurricular activities). Strong analytica and research skills, with the ability to gather and synthesize data into clear insights. Basic understanding of valuation techniques, including Discounted Cash Flow (DCF) analysis, Comparable Company Analysis (CCA), and precedent transactions, with a strong interest in further developing these skills. Familiar with three-statement financial models and excited to deepen expertise in fund-of-funds modeling, assessing capital efficiency, and creating scenarios for potential returns on invested capital (ROIC) under supportive mentorship and direction. Building an understanding of sensitivity analysis with a growing ability to identify and quantify key financial and operational risks. Eager to enhance skills in advanced financial modeling techniques with support and guidance. Familiar with key legal concepts through coursework or related knowledge, including term sheets, legal documents, ROFRs, cap tables, 409A valuations, and exit strategies. Excited to develop skills in legal document review, deal structuring, and negotiation while learning from experienced professionals.Ability to work collaboratively in a fast-paced, cross-functional environment and adapt to diverse needs. Strong analytical capabilities and research skills with a strategic and tactical mindset. Able to quickly assess market opportunities and competitive positioning, synthesizing these into clear investment rationales. Experience working in a multinational or cross-cultural environment, with a keen interest in learning more about Japanese business practices and culture. Open to gaining insights into cross-cultural collaboration and applying them effectively in a professional setting Exceptional verbal and written communication skills, including the ability to craft compelling investment narratives for executive-level decision-making. Fluency in Japanese is highly desirable. Familiarity with tools like Pitchbook, Microsoft Office, Google Slides/Sheets, and Adobe Acrobat. Willingness to develop proficiency with CRMs such as Affinity or Airtable is highly encouraged. Responsibilities Assist in identifying, evaluating, and executing investment strategies aligned with Niterra's corporate goals. Contribute to the development of strategies to maintain a strong pipeline of potential investments and deal flow in targeted technology sectors while learning from experienced team members. Proactively support efforts to identify and screen high-potential investment opportunities that align with Niterra's strategic objectives. Work alongside the team to build relationships with founders, venture capitalists, and industry experts, gaining early exposure to promising opportunities. Learn to foster relationships with key stakeholders, including internal teams, entrepreneurs, industry partners, and other investors, to enhance collaboration and leverage Niterra's investment network effectively. Support due diligence processes by contributing to financial analysis, market and industry assessments, and risk evaluations. Demonstrate an eagerness to develop expertise in creating financial models, such as DCF, sensitivity analyses, and multi-scenario projections, under the mentorship of experienced colleagues. Assist in tracking the performance of portfolio companies, collecting operational data, and monitoring key performance indicators (KPIs) to inform decision-making. Collaborate with senior team members to gain insights into the strategic and operational challenges of portfolio companies while contributing your perspective to foster innovation. Actively seek mentorship and provide mutual support to fellow interns and team members, helping to build a high-performing, collaborative, and adaptive investment team culture. Contribute to preparing performance reports for senior team members, using data-driven analysis to highlight key portfolio metrics and recommend strategic adjustments based on market conditions. Demonstrate flexibility and adaptability by undertaking special projects as assigned by management, viewing them as opportunities for growth and learning. Fulfill any additional tasks or responsibilities required to ensure team success.
    $66k-119k yearly est. Auto-Apply 60d+ ago
  • Finance Analytics & AI Enablement Intern

    Align Technology 4.9company rating

    Finance internship job in San Jose, CA

    Join Align's Finance Analytics team for a hands-on summer internship focused on data-driven decision-making and AI-powered solutions. You'll work on financial analysis, forecasting, and automation projects, leveraging tools like Power BI, Python, and Copilot AI to enhance planning and reporting Role Expectations Assist in data analysis, forecasting, and reporting for annual planning and monthly reviews. Build and optimize dashboards and predictive models to support business and growth tracking. Explore and implement AI-driven tools (e.g., Copilot, machine learning models) to improve financial workflows. Collaborate with Product, Marketing, and IT teams to integrate automation into planning processes. Document processes and provide recommendations for efficiency improvements. Support ad-hoc analysis and data visualization for leadership presentations. What We're Looking For Education: Pursuing a Bachelor's or Master's degree in Finance, Data Science, Business Analytics, or related field. Skills: Strong analytical and problem-solving abilities Proficiency in Excel, Power BI, and data visualization tools Basic knowledge of Python/R and SQL Technical: Familiarity with AI/ML concepts and interest in Copilot or similar AI assistants. Communication: Ability to present insights clearly and collaborate effectively. Teamwork: Comfortable working independently and in cross-functional teams. Complementary Skills Experience with Business & financial modeling and forecasting techniques. Exposure to cloud-based analytics platforms and automation tools. Strong attention to detail and ability to manage multiple priorities. ..
    $36k-52k yearly est. 13d ago
  • Financial Planning & Analysis Analyst Intern (Summer 2026)

    McGrath 4.5company rating

    Finance internship job in Livermore, CA

    Job DescriptionThe specific pay rate and level will depend on the successful candidate's qualifications, prior experience and location. As a Financial Planning & Analysis Analyst Intern, embark on an enriching hybrid 8-10 week summer journey with our Internship Program in Livermore, CA, running from June to August 2026 - an ideal opportunity to gain hands-on experience, sharpen your skills, and build lasting connections. Ready to Have an Impactful Summer in 2026? Apply Today! ????“A Day in the Life” As Financial Planning & Analysis' sole summer intern, you will support all of our business units and internal teams, with a primary focus on enhancing financial visibility, maximizing the value of our data, collaborating with a forward-thinking team, and making a real impact from day one. You'll apply your analytical capability and business curiosity to turn data into insights. One day you might be assembling monthly reporting packages, and the next, you're deep-diving into performance data and financial models! Join a team where the groundwork is already set for success-dive straight into meaningful work, using advanced tools to generate insights and support business decisions. Your data-driven decisions will contribute to tangible business outcomes, an enhanced customer experience, and expanded digitally initiated revenue. ????About McGrath What started as a small business over 45 years ago has blossomed into a $900M+ publicly traded (NASDAQ: MGRC) industry leader with 1,200+ employees, five dynamic business units, Mobile Modular, Portable Storage, TRS-RenTelco, Enviroplex, and Kitchens To Go. We've built our success on innovation, a strong entrepreneurial spirit, strong values, and an exceptional team. McGrath delivers modular solutions that help businesses, schools, and communities solve tough space and infrastructure challenges with speed and confidence. We offer ready-to-deploy buildings, storage, and specialized equipment, kitchens, EV charging stations and solutions specifically designed for data center campuses. Through our TRS-RenTelco division we bring test equipment from leading global brands to support entire data centers. We enable our customers to operate smarter, scale faster, and achieve lasting results. ????“What You'll Do” Support forecasting and annual planning models to drive process efficiency and accuracy. Deep dive into performance data, pricing, volume, and utilization Assess operational efficiency, cost management, and productivity metrics. Enhance data visibility through improved dashboards, stronger historical data integration, and better data quality-aimed at uncovering trends that drive profitable revenue growth. Assist analysis for strategic initiatives and special projects. Compile historical metrics and refresh term analysis for contracts. Support corporate department modeling. Partner on data workflows and ensure data integrity in automated outputs. Performs other duties as assigned. ✅“Must Haves" Currently enrolled in an accredited educational institution. Actively pursuing a bachelor's degree in finance, economics, math, or related field with at least two years of undergraduate studies completed (junior status minimum) Cumulative GPA of 3.0 or higher Resourceful, driven, and thrives in a fast-paced environment. High proficiency in Excel, PowerPoint, Power BI and Power Query Self-starter, highly adaptable, self-motivated, and proactive Exceptional communication, influence, and interpersonal skills Strong problem-solving and analytical thinking Team player with a collaborative mindset and customer-centric approach Open to constructive feedback and committed to continuous learning. Strong time management and organizational skills ????“Nice to Haves” Prior intern experience in a similar field Finance/FP&A experience ????Why This Role Rocks McGrath is a preferred pathway for scalable, future-ready business infrastructure. Be a part of future-proof solutions that evolve with market and technology shifts. Here, YOU Matter isn't just a phrase! We empower every employee to make an impact through collaboration, creativity, and integrity. Our teams enjoy professional growth and a culture rooted in balance, inclusion, and innovation. Your participation and contributions are meaningful and impactful for the company - and for your professional journey! ????Program Perks Mentorship from high-level professionals Hands-on real-world training with finance leaders Participate in presentations to company leadership. Real-world experience beyond the classroom environment Build your professional network. A supportive workplace where YOU matter-and where EQ is as important as IQ. At McGrath, we don't just build spaces, we build opportunities. Flexibility & Evolving Responsibilities This job posting is intended to convey the general nature and level of work expected in the role. It is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Responsibilities may evolve over time, and team members may be asked to take on additional tasks or adjust their focus in response to changing business needs-sometimes with or without prior notice. This flexibility is a valued part of our culture and supports our commitment to collaboration, agility, and shared success. Pre-employment screenings are conducted after a conditional offer of employment is extended, in accordance with fair hiring laws. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, on the basis of disability and any other legally protected status. Our company uses E-Verify to confirm employment eligibility. #MGRC #LI-Hybrid
    $37k-49k yearly est. 15d ago
  • Global Capital Markets Summer Analyst Program- 2027

    Bank of America Corporation 4.7company rating

    Finance internship job in Palo Alto, CA

    Please Note: The Rates and Currencies Solutions Program is a separate application though it is a subdivision for Global Capital Markets. If you are interested in Rates and Currencies Solutions, please see the appropriate application link here We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities. Our Capital Markets business is focused on providing financial solutions across the capital structure and our Summer Analyst program will offer you insight into this business. Your training and development are our top priority, with extensive formal training offered at the start of the program in addition to on-the-job support, educational speaker events and mentorship throughout. Our capital markets internships offers you the ability to intern within one of the below groups. * Equity Capital Markets (ECM) is a product group within Global Capital Markets that focuses on raising equity (and equity-linked) capital for corporate clients, including financial sponsors. The group is split into four subgroups: Cash Origination, which focuses on the origination and execution of IPOs, follow-ons, and block trades; Strategic Equity Solutions Group (SESG), which focuses on the origination and execution of convertibles, At-the-Market (ATM) dribble programs, share repurchases, and derivative solutions for secondary sellers; Private Capital Markets (PCM), which focuses on the origination and execution of pre-IPO private capital as well as PIPEs; and ECM Syndicate, which is the execution arm for all public market transactions, including IPOs, follow-ons, blocks, and convertibles. In addition to our core advisory responsibilities, the group also is tasked with keeping clients up to date on the equity markets and macroeconomic events. * Investment Grade Capital Markets offers insight into the capital raising process with extensive formal training and mentorship throughout the program. Summer analysts are integral members of our team and will work closely with senior colleagues to gain exposure to a wide spectrum of clients, from large corporations to small-cap companies, as well as a variety of financing projects including regular-way debt capital raising, acquisition financing, liability management, and capital structure advisory. The Investment Grade Capital Markets Summer Analyst program prepares graduates for a career in capital markets through exposure to macroeconomics and their impact on capital markets, client coverage responsibilities and business development efforts, as well as the capital raising process and specific technical training on investment banking functions and credit markets. * Debt Advisory is a division of Global Capital Markets within the Global Corporate & Investment Bank. The team is a leader in liability management services, working with clients across the credit spectrum from A-rated Fortune 50 investment grade companies to high yield issuers, from performing to distressed facing imminent default. Clients include corporations, financial sponsors, financial institutions, governments and multilateral institutions across sectors around the world. Situations frequently supported by Debt Advisory include refinancing transactions, capital structure changes, mergers and acquisitions, spin-off transactions and divestitures, leveraged buyouts, bond covenant modifications and distressed situations. Debt Advisory executes transactions focusing on existing debt such as tender offers, exchange offers, consent solicitations, refinancings, recapitalizations, open market repurchases and capital market restructuring. Debt Advisory works closely with Investment Grade Debt Capital Markets, Leveraged Finance and the Global Corporate & Investment Banking coverage teams to provide solutions for our debt clients. * Latin America Debt Capital Markets (LatAm DCM) performs comprehensive, in-depth research on companies, sectors in Latin American and Caribbean countries. In this role, you will prepare recommendations on timing, size, and currency for Sovereign transactions in the region as well as work with various teams across the firm including Investment Banking and Corporate banking in each of our offices covering Latin America and the Caribbean. * Sustainable Banking Solutions provides deep expertise on ESG topics affecting clients funding needs, valuation, and strategic decisions. We offer a full spectrum of capital markets products and maintain seamless coordination with our Investment Banking, Corporate Banking and Capital Markets partners. * Leveraged Finance helps non-investment grade clients raise debt capital. Situations include Leveraged Buyouts (LBOs), Corporate M&A, Dividend Recapitalizations, and debt refinancing. The Leveraged Finance team works closely with groups across the Global Corporate & Investment Bank (GCIB) to deliver solutions for our clients and is consistently ranked either #1 or #2 on Wall Street by Dealogic As a summer analyst, your key tasks and responsibilities may include but are not limited to: * Performing comprehensive, in-depth research on companies, sectors, new issue market, general market conditions and institutional investors * Prepare recommendations on timing, size and structure of transactions * Work with various teams across the firm including Investment Banking and Global Markets * Transaction execution and preparation of related documents Qualifications * Candidates must be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028 * Must demonstrate a track record of superior performance in extracurricular and professional activities * 3.5 minimum GPA preferred * Must have a combination of strong quantitative/analytical skills, attention to detail and client focus * Strategic and creative thinking; distinguished written and oral communications skills * Assertiveness, initiative, leadership, strong work ethic, team focus * Ability to learn quickly and take on new responsibilities * Dedication to building a career in the capital markets industry Bank of America does not complete third party forms from colleges, universities, or other parties.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA
    $58k-83k yearly est. 11d ago
  • College Financial Representative, Internship Program

    Northwestern Mutual 4.5company rating

    Finance internship job in Campbell, CA

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.
    $500 weekly Auto-Apply 17d ago
  • Financial Consultant - Campbell, CA

    Fidelity Investments 4.6company rating

    Finance internship job in Fremont, CA

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales
    $60k-75k yearly 2d ago
  • Structured Finance Analyst: Clean-Energy Deals

    Bloom Energy 4.8company rating

    Finance internship job in San Jose, CA

    A clean energy technology firm based in San Jose is seeking an Analyst for Structured Finance. This role involves supporting financial analysis and structuring of power purchase agreements in a fully on-site capacity. Candidates should possess an MBA or Master's in Finance or Engineering, along with 2-5 years of relevant experience. Strong communication skills and a proactive approach to problem-solving are essential for success in this dynamic environment. #J-18808-Ljbffr
    $99k-132k yearly est. 2d ago
  • Real Estate Financial Analyst MBA Intern - Summer 2026

    Nvidia 4.9company rating

    Finance internship job in Santa Clara, CA

    NVIDIA has been transforming computer graphics, PC gaming, and accelerated computing for more than 25 years. It's a unique legacy of innovation that's fueled by great technology-and amazing people. Are you ready to demonstrate your financial expertise and embark on an exciting journey into the innovative realm of technology? Look no further than NVIDIA, the pioneer of accelerated computing that is taking on challenges no one else can solve. We are seeking a dynamic and detail-oriented Financial Analyst MBA Intern to join our experienced finance team supporting NVIDIA's global real estate portfolio. If you possess an unyielding passion for finance, being responsible for overseeing large-scale projects, and an unwavering dedication to excellence, this is the opportunity you've been waiting for! Join our team and be at the forefront of the future, where possibilities are limitless and groundbreaking achievements are within your grasp. Let's redefine the future together! What you'll be doing: * Conduct a comprehensive financial analysis of actual spending to identify trends, areas for investment, and opportunities for optimizing investments, support forecasting and improve efficiency in handling operational and capital expenses * Provide analyses is to assist in driving key decision making for executive leadership * Create insightful business dashboards and reports on key real estate matters What we need to see: * Pursuing your MBA degree (December 2026 to July 2027 graduation date) * Background in corporate finance, accounting, data science, business analytics, or other analytically focused positions * Advanced experience in building financial models and highly adept with Excel * Hands-on experience with financial software and BI reporting tools * Ability to incorporate new approaches and methodologies while dealing with complex data Ways to stand out from the crowd: * Prior work experience in real estate, construction, or facilities management. * Understanding of lease accounting standards (ASC 842) and the correlations and impacts related to lease terms and conditions * Experience driving systems & tool development, specifically in measuring operational performance and KPIs * SAP, BPC, Power BI, Tableau, or other finance applications such as Alteryx or visualization tools is a plus * Demonstrated expertise in SQL and data analysis Widely considered to be one of the technology world's most desirable employers, NVIDIA offers highly competitive salaries and a comprehensive benefits package. As you plan your future, see what we can offer to you and your family *********************** Our internship hourly rates are a standard pay based on the position, your location, year in school, degree, and experience. The hourly rate for our interns is 27 USD - 82 USD. You will also be eligible for Intern benefits. Applications for this job will be accepted at least until January 13, 2026. This posting is for an existing vacancy. NVIDIA uses AI tools in its recruiting processes. NVIDIA is committed to fostering a diverse work environment and proud to be an equal opportunity employer. As we highly value diversity in our current and future employees, we do not discriminate (including in our hiring and promotion practices) on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law.
    $51k-74k yearly est. Auto-Apply 40d ago
  • 2026 Intern - Financial Analyst

    Adobe Systems Incorporated 4.8company rating

    Finance internship job in San Jose, CA

    Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen. We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours! The Opportunity Join a high-visibility team managing worldwide consolidation for DME sales finance while driving automation across multiple business processes. This internship offers hands-on experience in forecasting, predictive modeling, and process improvement, providing exposure to global finance operations. What You'll Do As an intern, you will: * Develop and maintain predictive models to improve rolling sales forecasts. * Analyze historical and current sales/financial data to identify trends and insights. * Implement automation to streamline reporting and finance workflows. * Collaborate with cross-functional teams to gather requirements and support business solutions. * Document models, assumptions, processes, and results for transparency and reproducibility. * Recommend enhancements to forecasting methodology and reporting tools. What You Need to Succeed * Strong analytical and problem-solving skills. * Hands-on experience with forecasting and predictive modeling. * Proficiency in data tools such as Excel, SQL, Tableau, or Power BI. * Attention to detail and commitment to accuracy. * Ability to work collaboratively and communicate effectively with cross-functional teams. * Adaptability to navigate ambiguity and propose innovative solutions. * Understanding of sales finance, forecasting, and global consolidation processes. * Requirements * Currently enrolled full-time pursuing a Bachelor's or Master's degree in Finance (or equivalent) with an expected graduation date between December 2026 and June 2027. * Ability to participate in a full-time internship from May-September. Technical and functional skills: * Data analysis and visualization (Excel, SQL, Tableau, Power BI) * Predictive modeling and statistical analysis (Python, R) * Financial and sales knowledge, including forecasting and consolidation * Process automation (VBA, Python, workflow tools) * Strong problem-solving and critical thinking * Effective communication and collaboration skills Expected Impact * Improved forecast accuracy and reliability. * Reduced manual effort in sales finance consolidation. * Enhanced ability to make data-driven business decisions. * Foundation for scalable automation across other business areas. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $25.00 -- $30.00 hourly. Your recruiter can share more about the specific pay rate for your job location during the hiring process. State-Specific Notices: California: Fair Chance Ordinances Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances. Colorado: Application Window Notice If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs. Massachusetts: Massachusetts Legal Notice It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more. Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
    $25-30 hourly 60d+ ago

Learn more about finance internship jobs

How much does a finance internship earn in Tracy, CA?

The average finance internship in Tracy, CA earns between $29,000 and $56,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in Tracy, CA

$40,000
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