2027 Investment Associate Internship
San Francisco, CA jobs
Undergraduate students matriculating between December 2027 and June 2028 are eligible to apply. Role of the Summer Investment Associate
The Summer Associate program is a ten-week internship opportunity for rising seniors. Like Dodge & Cox's full-time Research Associates, Summer Associates work directly alongside one of our investment professionals in an apprenticeship role. Organized on an industry basis, teams evaluate investments in companies located around the world. Over the course of the internship, Summer RAs rotate between industry teams to evaluate current and potential investment opportunities.
Primary responsibilities include:
Collecting and analyzing financial and industry data and metrics.
Building and maintaining financial models and databases.
Attending meetings with senior management teams and sell-side analysts.
Participating in weekly training sessions.
Dodge & Cox's well-established reputation often leads companies to seek us out as investors. We routinely host Fortune Global 500 executives at our offices in San Francisco.
Qualifications
The Summer Investment program targets candidates with exceptional levels of academic achievement from various disciplines.
Candidates should have:
An excellent academic record and strong standardized test scores.
Coursework in accounting and economics, statistics is a plus.
Strong quantitative and analytical skills, including experience with Excel, PowerPoint, and Word.
Initiative and ability to manage multiple projects simultaneously.
Excellent communication skills and desire to work in a team-oriented environment.
Demonstrated interest in financial markets and investing.
Requirements
Dodge & Cox has a 4:1 hybrid work model, and all Dodge & Cox employees are required to be in their assigned office as noted in the job posting Monday - Thursday each week, with the option to work remotely on Friday.
The monthly compensation for this position is $10,000. Dodge & Cox provides a relocation package or optional housing for all summer interns.
The job description above is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.
It is the Company's policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation, gender identity or expression, age, ancestry, national origin, disability, or medical condition, as defined in state and federal laws. This policy covers all aspects of employment including, but not limited to, recruitment, selection, training, promotion, transfer, compensation, demotion, and termination. By applying for a position with Dodge & Cox, you acknowledge that you have read our
EEO Policy
All Dodge & Cox employees must adhere to the Firm's security policies and Code of Ethics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Auto-ApplyPublic Finance Analyst Summer Internship Program 2027 New York
New York jobs
Purpose of the role
To participate in the day-to-day activities of the markets division providing insights and expertise that help senior colleagues make informed decisions, develop new products and services, and identify new market opportunities.
Accountabilities
Execution of small research projects, research to support strategic decision making, preparation of presentations and reports to communicate research findings, collaboration with senior management to implement research findings for the global markets division.
Collaboration with cross-functional teams to support business initiatives.
Participation in training and development programs to enhance skills and knowledge.
Identification of opportunities, development of business cases, management of the deployment and launch of new products and services for the global markets division.
Management of client relationships and provision of customer service support to clients and customers, under steadily decreasing supervision, responding to questions about products and services, processing of transactions.
Management of the development and implementation of financial models and strategies that support in decision making in the global markets division.
Training and mentoring of junior colleagues.
Analyst Expectations
To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
Requires in-depth technical knowledge and experience in their assigned area of expertise
Thorough understanding of the underlying principles and concepts within the area of expertise
They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
Will have an impact on the work of related teams within the area.
Partner with other functions and business areas.
Takes responsibility for end results of a team's operational processing and activities.
Escalate breaches of policies / procedure appropriately.
Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
Advise and influence decision making within own area of expertise.
Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
Make evaluative judgements based on the analysis of factual information, paying attention to detail.
Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
Guide and persuade team members and communicate complex / sensitive information.
Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Summer Internship Program Overview
Join us as a summer intern and discover the world of finance and technology. Dive into our culture, engaging in real projects that offer a comprehensive business overview. Select your desired business area for an in-depth introduction, taking on immediate responsibility guided by a mentor and line manager. Forge connections, explore new horizons, and unlock growth opportunities in this 10 week journey. Join us during the summer of your penultimate year of university to build skills, expand knowledge, and embark on an impactful path towards a promising career.
Why the Public Finance Summer Intern Program?
At Barclays, we're dedicated to providing comprehensive investment banking and capital markets solutions to our public sector clients. Covering state and local governments, public authorities, health care systems, universities and other not-for-profit organizations, our Public Finance team helps clients with their complex financial needs. Do you have an interest in the public sector and a passion for the markets? Discover where these worlds intersect and join us as a summer analyst.
As a summer analyst, you'll spend the summer with our Public Finance team, working with dedicated and experienced colleagues to find solutions for clients. You'll become a member of a specific group, working on real assignments and making a genuine impact on our business. You may:
• Help prepare and execute live transactions
• Draft marketing materials, from basic product pitches to extensive responses and proposal requests
• Perform cash flow analyses to evaluate debt financing alternatives
• Update credit models and debt profiles for covered sectors
• Research and analyse market data to share insights with clients
Markets at Barclays
Markets is the financial barometer of world events at Barclays. So every day is different and it's a challenging, fascinating place to build a career. We help institutional investors to identify market opportunities, manage risk and generate returns for their portfolios. Our teams provide market insights, execution services and tailored risk management and financing solutions to our clients; we help them protect their capital and make the most of their assets. And, as one of the largest investment banks in the world, we offer a full range of products and services across every type of investment market.
Who we're looking for
To be considered for this program, you must be pursuing an undergraduate degree and have a target graduation date within one year of the conclusion of this internship.
Ideally, you'll have a GPA of 3.2 or above. You'll have a keen interest in business and finance and a curiosity to learn. We value resourcefulness, teamwork, enthusiasm and an entrepreneurial spirt, all of which might be showcased through your involvement in extracurricular activities.
Working in New York
You will be working at our Americas Headquarters at 745 Seventh Avenue. This 32-story office tower is located in Times Square in the heart of Manhattan and features a cafeteria, fitness center and state-of-the-art LED signage on the facade of the building.
Salary / Rate Minimum: $110,000
Salary / Rate Maximum: $110,000
The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any another type of compensation or benefits that may be available.
It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, protected veteran status, genetic information, or any other basis protected by law.
Auto-ApplyPublic Finance Analyst Summer Internship Program 2027 New York
New York jobs
Purpose of the role To participate in the day-to-day activities of the markets division providing insights and expertise that help senior colleagues make informed decisions, develop new products and services, and identify new market opportunities. Accountabilities
* Execution of small research projects, research to support strategic decision making, preparation of presentations and reports to communicate research findings, collaboration with senior management to implement research findings for the global markets division.
* Collaboration with cross-functional teams to support business initiatives.
* Participation in training and development programs to enhance skills and knowledge.
* Identification of opportunities, development of business cases, management of the deployment and launch of new products and services for the global markets division.
* Management of client relationships and provision of customer service support to clients and customers, under steadily decreasing supervision, responding to questions about products and services, processing of transactions.
* Management of the development and implementation of financial models and strategies that support in decision making in the global markets division.
* Training and mentoring of junior colleagues.
Analyst Expectations
* To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
* Requires in-depth technical knowledge and experience in their assigned area of expertise
* Thorough understanding of the underlying principles and concepts within the area of expertise
* They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
* If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
* OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
* Will have an impact on the work of related teams within the area.
* Partner with other functions and business areas.
* Takes responsibility for end results of a team's operational processing and activities.
* Escalate breaches of policies / procedure appropriately.
* Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
* Advise and influence decision making within own area of expertise.
* Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
* Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
* Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
* Make evaluative judgements based on the analysis of factual information, paying attention to detail.
* Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
* Guide and persuade team members and communicate complex / sensitive information.
* Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Summer Internship Program Overview
Join us as a summer intern and discover the world of finance and technology. Dive into our culture, engaging in real projects that offer a comprehensive business overview. Select your desired business area for an in-depth introduction, taking on immediate responsibility guided by a mentor and line manager. Forge connections, explore new horizons, and unlock growth opportunities in this 10 week journey. Join us during the summer of your penultimate year of university to build skills, expand knowledge, and embark on an impactful path towards a promising career.
Why the Public Finance Summer Intern Program?
At Barclays, we're dedicated to providing comprehensive investment banking and capital markets solutions to our public sector clients. Covering state and local governments, public authorities, health care systems, universities and other not-for-profit organizations, our Public Finance team helps clients with their complex financial needs. Do you have an interest in the public sector and a passion for the markets? Discover where these worlds intersect and join us as a summer analyst.
As a summer analyst, you'll spend the summer with our Public Finance team, working with dedicated and experienced colleagues to find solutions for clients. You'll become a member of a specific group, working on real assignments and making a genuine impact on our business. You may:
* Help prepare and execute live transactions
* Draft marketing materials, from basic product pitches to extensive responses and proposal requests
* Perform cash flow analyses to evaluate debt financing alternatives
* Update credit models and debt profiles for covered sectors
* Research and analyse market data to share insights with clients
Markets at Barclays
Markets is the financial barometer of world events at Barclays. So every day is different and it's a challenging, fascinating place to build a career. We help institutional investors to identify market opportunities, manage risk and generate returns for their portfolios. Our teams provide market insights, execution services and tailored risk management and financing solutions to our clients; we help them protect their capital and make the most of their assets. And, as one of the largest investment banks in the world, we offer a full range of products and services across every type of investment market.
Who we're looking for
To be considered for this program, you must be pursuing an undergraduate degree and have a target graduation date within one year of the conclusion of this internship.
Ideally, you'll have a GPA of 3.2 or above. You'll have a keen interest in business and finance and a curiosity to learn. We value resourcefulness, teamwork, enthusiasm and an entrepreneurial spirt, all of which might be showcased through your involvement in extracurricular activities.
Working in New York
You will be working at our Americas Headquarters at 745 Seventh Avenue. This 32-story office tower is located in Times Square in the heart of Manhattan and features a cafeteria, fitness center and state-of-the-art LED signage on the facade of the building.
Salary / Rate Minimum: $110,000
Salary / Rate Maximum: $110,000
The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any another type of compensation or benefits that may be available.
It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, protected veteran status, genetic information, or any other basis protected by law.
Banking Associate Summer Internship Program 2026 Chicago
Chicago, IL jobs
Purpose of the role
To participate in the day-to-day activities of the investment banking division. Gain broad exposure to different type of clients, transactions and focus on specialist areas.
Accountabilities
Collaboration on live deals, client pitches, support the team with advising on a broad range of corporate clients, delivering holistic, structured solutions to deliver on client goals.
Collaboration with cross-functional teams to support business initiatives.
Participation in training and development programs to enhance skills and knowledge.
Identification of opportunities, development of business cases, management of the deployment and launch of new products and services for investment banking.
Management of client relationships and provision of customer service support to clients and customers, under steadily decreasing supervision, responding to questions about products and services, processing of transactions.
Development and implementation of financial models and strategies that support in decision making in investment banking. Understand how businesses work and learn from experts in the industry.
Training and mentoring of junior colleagues.
Associate Expectations
Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
Take ownership for managing risk and strengthening controls in relation to the work done.
Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organization sub-function.
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practices (in other areas, teams, companies, etc).to solve problems creatively and effectively.
Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
Influence or convince stakeholders to achieve outcomes.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Summer Internship Program Overview
Join us as a summer intern and discover the world of finance and technology. Dive into our culture, engaging in real projects that offer a comprehensive business overview. Select your desired business area for an in-depth introduction, taking on immediate responsibility guided by a mentor and line manager. Forge connections, explore new horizons, and unlock growth opportunities in this 8-10 week journey. Join us during the summer of your penultimate year of university to build skills, expand knowledge, and embark on an impactful path towards a promising career.
Why the Investment Banking Summer Intern Program?
As a Banking intern, you will be working with various Investment Banking teams. Here. you'll come up with the answers to our clients' most strategic questions. Advising a broad range of corporate clients, you'll deliver holistic, structured solutions that help our clients deliver on their goals; whether that's through mergers and acquisitions, capital raising, structured solutions or risk management.
As a Summer Associate, you'll spend the summer learning the art and science behind executing a transaction. As a member of one of our industry, product or geographic groups, you'll work on live deals and deal proposals. You may also work on projects that include:
•Financial analysis and modelling
•Valuation
• Industry research
• Client due diligence
• Developing written materials, including offering memoranda and new business presentations.
Investment Banking at Barclays
Barclays is one of the world's top-tier investment banks. We are one of the only non-US, full-service rivals to the biggest US investment banks. And being headquartered in Europe gives us a unique advantage. We think and act differently. From Hong Kong to Houston, and Tel Aviv to Tokyo, everyone at Barclays enjoys a real sense of purpose, because they work for a business that fosters innovation, champions sustainability, and deploys finance responsibly for the common good and the long term.
Who we're looking for
To be considered for this program, you must be pursuing an MBA degree, graduating between December 2026- June 2027.
Ideally you'll have A GPA of 3.2 or above. You'll have a keen interest in business and finance and a curiosity to learn. We value resourcefulness, teamwork, enthusiasm and an entrepreneurial spirt, all of which might be showcased through your involvement in extracurricular activities.
Working in Chicago
Chicago, on Lake Michigan in Illinois, is among the largest cities in the U.S. Famed for its bold architecture, it has a skyline punctuated by skyscrapers such as the iconic John Hancock Center, Barclays plans to invest and expand the new space at 190 S La Salle St in Chicago. We support consumers and small businesses through our retail banking services, and larger businesses and institutions through our corporate and investment banking services.
Salary / Rate Minimum: $175,000
Salary / Rate Maximum: $175,000
The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any another type of compensation or benefits that may be available.
It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, protected veteran status, genetic information, or any other basis protected by law.
Auto-ApplyInvestment - Summer Internship 2026
McKinney, TX jobs
Primary Duties & Responsibilities Ready to launch your career and make a real impact? At Globe Life, our summer internship program isn't about busy work, it's about diving into meaningful projects that drive our mission to help Make Tomorrow Better. As a publicly traded company, we offer a unique opportunity to gain hands-on experience, build your skills, and contribute to work that truly matters. This is more than just an internship-it's your chance to kick-start your career and leave your mark.
We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Investments Intern? Globe Life is looking for an Investments Intern to join the team in Summer 2026!
The Investments Intern will focus on corporate bond and municipal credit research and other related activities required to support a disciplined investment selection and review process for Globe Life Inc. (NYSE: GL) and its affiliates. The candidate will research and present on a specific sector, and relevant constituents for management's review. This internship program offers a unique opportunity to gain hands-on experience in asset management, security analysis, investment research, capital markets, and valuation.
This is an onsite position located in McKinney, TX.
What You Will Do:
* Analyze credit risk through research on corporate and municipal debt issuers.
* Report ongoing company-specific and industry-wide developments and trends (verbal/written).
* Perform a variety of analyses (including but not limited to) reinvestment break-even, scenario/sensitivity, etc.
* Present industry/sector outlooks and provide investment recommendations.
What You Can Bring:
* Junior/Senior
* Minimum 3.0 GPA.
* Interest/participation in the CFA Program.
* Ability and willingness to perform clerical functions as needed.
* Willingness to learn different areas within the organization.
* Work on different projects within the department as well as team projects.
* Back up other team members during vacations and/or leaves of absence.
* Firm understanding and interest in capital markets (equities, bonds, derivatives, alternatives, etc.).
* Solid academic background with advancement towards an undergraduate degree in finance, accounting, economics, mathematics, and/or similar relevance.
* Strong, detail-oriented, analytical/reasoning skills with ability to analyze large quantities of information efficiently and effectively.
* Excellent organizational, interpersonal, writing, and presentation skills; must construct/defend a recommendation.
* Proficiency in financial statement analysis and other relevant information.
* Self-starting, and exhibiting ownership of assigned sector coverage.
* Robust computer skills with proficiency in Microsoft Office (Bloomberg terminal functions a plus).
* Reliable and predictable attendance of your assigned shift and have the ability to work 40 hours per week
Program Overview:
The Globe Life summer internship program offers 10 weeks of immersive, hands-on learning designed to help you build valuable skills and enhance your professional profile. In addition to impactful departmental projects, our program features a variety of enriching experiences:
* DiSC Workshop: Enhance your communication, teamwork, and leadership skills through an interactive workshop centered on the DiSC personality assessment. Learn how to leverage your strengths and collaborate effectively.
* Co-CEO Luncheon: Enjoy a unique opportunity to dine with Globe Life's co-CEOs, where you can ask questions, learn about their vision for the company, and gain firsthand leadership insights.
* Networking Events: Build connections with your peers, mentors, and Globe Life professionals during structured networking sessions designed to foster lasting professional relationships.
* Volunteer Event: Join forces with your fellow interns to give back to the community by participating in a volunteer event aligned with Globe Life's mission to help families secure their future.
* Exclusive Game-Day Experience: As part of our partnership with the Dallas Cowboys and Texas Rangers, interns are invited to watch a Rangers game at Globe Life Field from our exclusive suite, complete with game-day snacks and an unforgettable atmosphere.
* Access to Wellhub Benefit: While employed with Globe Life, interns can enjoy a month-to-month Wellhub membership with access to exclusively priced gyms and fitness studios, group and virtual classes, and custom fitness programs.
* Professional Headshots: Take advantage of a complimentary professional photoshoot to upgrade your LinkedIn profile and stand out in your job search.
The internship program runs from June 1st to August 4th 2026, offering a structured timeline that ensures you maximize your learning and professional development over the course of 10 impactful weeks. Join us for an unforgettable summer!
Location: 7677 Henneman Way, McKinney, Texas
Rotational Banking Intern - Irvine, CA
Irvine, CA jobs
California Bank & Trust's Internship and Banker Development Program positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
We are currently looking for our next class of Rotational Banking Interns. This 8-week full-time is available for current college students.
California Bank & Trust's Summer Internship Program gives students the opportunity to gain valuable and practical work experience in their majors, explore the banking/finance industry, and learn about our culture and business philosophy.
Each intern will rotate through various departments, allowing students to gain experience in several areas of banking and explore different career alternatives and choices. Duties include but are not limited to: conducting industry research, preparing client prospect lists, assisting with credit presentations, and observing the process of spreading financial statements and underwriting loans.
The internship experience also includes several networking events with executives and other managers around the Bank, professional development and training sessions, case studies, overviews of various areas of the Bank, and social events.
The combination of hands-on assignments, programmed trainings, and events provides each intern with a well-rounded summer experience.
Former interns have gained exposure to areas such as:
Commercial Banking
Finance
Real Estate
Minimum Qualifications:
Must be currently enrolled in a College/University and be within 1 year of graduation at the time of internship. A minimum GPA of 3.0 is required and candidates should be working toward a Bachelor's or Master's degree in Accounting, Finance, Economics, or similar degree (be sure to include your GPA on resume or cover letter).
Interests in business and banking/finance
Broad application of general business practices
Ability to meet deadlines, possess creative thinking and solve problems
Self-confidence and willingness to make recommendations
Intermediate knowledge of Windows and the Microsoft Office Suite Products
Effective customer service and communication skills
Local California candidates preferred
Please apply no later than October 31st to be considered for this position. Resume and unofficial transcripts must be included with your application. We will be reaching out for interviews throughout late October and early November.
This position is eligible to earn a base rate of $20/hr.
Rotational Banking Intern - San Diego, CA
San Diego, CA jobs
California Bank & Trust's Internship and Banker Development Program positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
We are currently looking for our next class of Rotational Banking Interns. This 8-week full-time is available for current college students.
California Bank & Trust's Summer Internship Program gives students the opportunity to gain valuable and practical work experience in their majors, explore the banking/finance industry, and learn about our culture and business philosophy.
Each intern will rotate through various departments, allowing students to gain experience in several areas of banking and explore different career alternatives and choices. Duties include but are not limited to: conducting industry research, preparing client prospect lists, assisting with credit presentations, and observing the process of spreading financial statements and underwriting loans.
The internship experience also includes several networking events with executives and other managers around the Bank, professional development and training sessions, case studies, overviews of various areas of the Bank, and social events.
The combination of hands-on assignments, programmed trainings, and events provides each intern with a well-rounded summer experience.
Former interns have gained exposure to areas such as:
Commercial Banking
Finance
Real Estate
Minimum Qualifications:
Must be currently enrolled in a College/University and be within 1 year of graduation at the time of internship. A minimum GPA of 3.0 is required and candidates should be working toward a Bachelor's or Master's degree in Accounting, Finance, Economics, or similar degree (be sure to include your GPA on resume or cover letter).
Interests in business and banking/finance
Broad application of general business practices
Ability to meet deadlines, possess creative thinking and solve problems
Self-confidence and willingness to make recommendations
Intermediate knowledge of Windows and the Microsoft Office Suite Products
Effective customer service and communication skills
Local California candidates preferred
Please apply no later than October 31st to be considered for this position. Resume and unofficial transcripts must be included with your application. We will be reaching out for interviews throughout late October and early November.
This position is eligible to earn a base rate of $20/hr.
Digital Banking Intern
Tampa, FL jobs
Title
Digital Banking Intern
Department
Digital Banking
Job Status
Internship - Temporary
Compensation
$20/hr
Timeframe
Summer 2026, 10 weeks
May 18 through July 24
Holidays off: 5/25, 6/19
Schedule
30-40 hours per week, M-F 830am-5pm
Deadline
Application period December 8, 2025 through January 9, 2026. Applicants selected for an interview will be notified Feb 9 - Feb 13.
Auto-ApplyInternship: Investment Solutions (Summer 2026)
Chicago, IL jobs
As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies.
Wilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide.
Job Description
Wilshire is seeking incoming interns to join our Manager Research team for Summer 2026. As part of the investment team, you will deepen your knowledge of markets, managers, and investment processes, contributing directly to research and analysis that drives client outcomes.
The application deadline is January 23, 2026.
What You'll Do:
* Participate as a contributing member of the manager research team in the evaluation and selection of third-party managers, specializing in either traditional or alternative asset classes.
* Aid in maintaining research databases and ensuring data accuracy.
* Assist with the drafting of investment memos for fund investments, co-investments, and secondary transactions.
* Support senior analysts and portfolio managers in analyzing investment opportunities and trends.
* Prepare summary presentations and research materials for internal and external use.
Qualifications
* Working toward a bachelor's degree in Economics, Finance, Business, or a related field (graduation between 12/2026 and 6/2027).
* Previous internship or academic research experience in finance, investment banking, or consulting a plus.
* Exceptional analytical and problem-solving skills (quantitative and qualitative).
* High proficiency in Microsoft Excel and Office Suite.
* Strong written and verbal communication skills.
* Detail-oriented, organized, and able to manage multiple priorities efficiently.
* Proactive and able to work both independently and collaboratively.
Additional Information
* This position will work on a hybrid model out of our Santa Monica, Pittsburgh, Chicago, or Broomfield office
* We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more.
The pay range for this position is $25/hour. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment.
Visit **************** for additional company information.
Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions.
We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive.
If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at ApplicantAccessibility@wilshire.com or ************.
#LI-Hybrid
Investment banking intern / venture capital intern summer 2026
Chicago, IL jobs
You will work with our small but fast-moving, dynamic team serving and investing in growth-focused business-to-business technology companies. Our entrepreneurial structure will afford you the opportunity to be involved in exciting, demanding projects. You will typically assist in building financial models, developing valuation analyses, creating pitchbooks and other presentations, developing our internal business processes and performing due diligence relating to mergers, acquisitions, capital raises, and proprietary investments by the firm's venture capital funds.
First Analysis has been advising and investing in growth-focused B2B technology companies for over 40 years. Our approach is founded on comprehensive research and deep sector insights. We harness this knowledge to empower entrepreneurs, enterprises and their investors, transforming industry expertise and robust relationships into tangible results. We provide investment banking and related services through First Analysis Securities Corp. (FASC), a FINRA-registered broker-dealer and member SIPC, and invest directly in companies through First Analysis Capital Management LLC, an SEC-registered investment adviser.
In our research and in all our undertakings, we aim to create an inclusive culture where the unique backgrounds and perspectives of our employees and partners are highly valued. First Analysis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status.
Requirements
Candidates should be pursuing a bachelor's degree in business (finance) or a related area or a bachelor's degree with relevant experience. You should be able to work in a fast-paced, team-based environment, have strong research, quantitative, analytical, and written and verbal communication skills and be proficient with Microsoft Office products, especially Microsoft Excel and PowerPoint.
Auto-ApplyInvestment banking intern / venture capital intern summer 2026
Chicago, IL jobs
Job Description
You will work with our small but fast-moving, dynamic team serving and investing in growth-focused business-to-business technology companies. Our entrepreneurial structure will afford you the opportunity to be involved in exciting, demanding projects. You will typically assist in building financial models, developing valuation analyses, creating pitchbooks and other presentations, developing our internal business processes and performing due diligence relating to mergers, acquisitions, capital raises, and proprietary investments by the firm's venture capital funds.
First Analysis has been advising and investing in growth-focused B2B technology companies for over 40 years. Our approach is founded on comprehensive research and deep sector insights. We harness this knowledge to empower entrepreneurs, enterprises and their investors, transforming industry expertise and robust relationships into tangible results. We provide investment banking and related services through First Analysis Securities Corp. (FASC), a FINRA-registered broker-dealer and member SIPC, and invest directly in companies through First Analysis Capital Management LLC, an SEC-registered investment adviser.
In our research and in all our undertakings, we aim to create an inclusive culture where the unique backgrounds and perspectives of our employees and partners are highly valued. First Analysis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status.
Requirements
Candidates should be pursuing a bachelor's degree in business (finance) or a related area or a bachelor's degree with relevant experience. You should be able to work in a fast-paced, team-based environment, have strong research, quantitative, analytical, and written and verbal communication skills and be proficient with Microsoft Office products, especially Microsoft Excel and PowerPoint.
Internship: Investment Solutions (Summer 2026)
Santa Monica, CA jobs
As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio solutions grounded in research and powered by next generation technologies.
Wilshire advises on over $1 trillion in assets for some of the world's largest and most sophisticated institutional investors and is headquartered in the United States with offices worldwide.
Job Description
Wilshire is seeking incoming interns to join our Manager Research team for Summer 2026. As part of the investment team, you will deepen your knowledge of markets, managers, and investment processes, contributing directly to research and analysis that drives client outcomes.
The application deadline is January 23, 2026.
What You'll Do:
* Participate as a contributing member of the manager research team in the evaluation and selection of third-party managers, specializing in either traditional or alternative asset classes.
* Aid in maintaining research databases and ensuring data accuracy.
* Assist with the drafting of investment memos for fund investments, co-investments, and secondary transactions.
* Support senior analysts and portfolio managers in analyzing investment opportunities and trends.
* Prepare summary presentations and research materials for internal and external use.
Qualifications
* Working toward a bachelor's degree in Economics, Finance, Business, or a related field (graduation between 12/2026 and 6/2027).
* Previous internship or academic research experience in finance, investment banking, or consulting a plus.
* Exceptional analytical and problem-solving skills (quantitative and qualitative).
* High proficiency in Microsoft Excel and Office Suite.
* Strong written and verbal communication skills.
* Detail-oriented, organized, and able to manage multiple priorities efficiently.
* Proactive and able to work both independently and collaboratively.
Additional Information
* This position will work on a hybrid model out of our Santa Monica, Pittsburgh, Chicago, or Broomfield office
* We offer a comprehensive benefits package including a collaborative work environment, generous PTO, 401(k) match, affordable & comprehensive medical/dental/vision insurance, CFA and other professional membership reimbursement, and more.
The pay range for this position is $25/hour. However, base pay will be determined on an individual basis considering various factors, including location, qualifications, skills, and experience. The total compensation package includes eligibility for an annual discretionary bonus and a full range of health and financial benefit offerings, which will be provided in conjunction with an offer of employment.
Visit **************** for additional company information.
Wilshire is an SEC registered investment adviser and required to track certain political contributions under Rule 206(4)-5. As such, you may be required to disclose your prior political contributions.
We are an equal opportunity employer, which means we afford equal employment opportunity to all individuals regardless of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition (as defined by California Government Code section 12926), or sexual orientation. Our employees, as well as applicants and others with whom we do business, will not be subjected to sexual, racial, religious, ethnic, or any other form of unlawful harassment. In addition, Wilshire adheres to the equal employment opportunity requirements of all states and localities in which it does business. We are completely committed to these principles not only because of the various laws which address these subjects, but because it is the right thing to do for our employees and clients to thrive.
If you have a disability, and require reasonable accommodations in the application process, contact Human Resources at ApplicantAccessibility@wilshire.com or ************.
#LI-Hybrid
Financial Analyst Intern
Dallas, TX jobs
About Us:
ALM First Financial Advisors is a leading, trusted strategic partner for depository institutions, offering an array of financial advisory services. Since 1995, our expertise in asset liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions' balance sheets, strengthening their financial performance and building efficiencies. With more than $78 billion of investments under management. ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 350 financial institutions nationwide.
Responsibilities:
The intern role is to facilitate the data work portion of the advisory team needs. Additionally, interns work closely with a Financial Advisor in maintaining client relationships
Preparation of asset/liability management (ALM) reports
Loading detailed data from clients into the ALM model via electronic data files
Generating interest rate sensitivity analyses, including volatility in economic value of assets and liabilities and projected net interest income
Analyzing interest rate risk positions utilizing results from the ALM analysis for clients
Preparing written analyses of the ALM results
Discussing ALM results with the Financial Advisor and with clients via remote or in-person presentations
Preparing what-if analysis and providing written analysis of the results
Facilitate training of new analysts
Contribute to the development of new products
Participate in SSG projects
Credit and valuation
Distressed cash flow analysis
This position is an entry level position.
The day to day duties of the position can be categorized as either 1) analysis or 2) client related
Analysis
Manage all data to and from clients
Model client balance sheets in ALM software
Produce ALM output
Prepare write-up analyzing ALM output
Run what-if analysis
Run monthly investment reports
Client
Discuss ALM results with clients
Discuss what-if results with clients
Discuss research and market conditions with clients
Interact with client regarding data management
Minimum Education Qualification:
Junior or Senior year of undergraduate degree in finance or a related field. No prior experience is required; however, at least 1 year of analyst work experience is preferred.
Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, and team members.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer
Must be able to move about inside and outside of the office
Must be able to lift up to 15 pounds at times
Must be able to effectively communicate.
Work Environment:
Work is normally performed in a typical interior/work environment
Must be able to lift up to 15 pounds at times
ALM FIRST STATEMENT ON DIVERSITY & INCLUSION
ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our driven dedication to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at ways to challenge our diversity of thought, improve our own policies and practices to encourage diversity through the use of our designated committee.
Equal Employment Opportunity
ALM First has a commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations
ALM First values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. ALM First provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at ******************** or via telephone at *************** (U.S.).
Financial Analyst, Internship - Compensation Valuation
Dallas, TX jobs
Full-time Description
Multiple Locations Offered: Dallas, Nashville, Denver, Chicago, Philadelphia and New York
VMG Health supports a nationwide network of clients with over 70,000 engagements, exclusively in the healthcare industry. Our national client base ranges from large health systems to small practices and everything in between, including investors and private equity firms. VMG Health provides a solutions-oriented approach to client needs through our strong market position, extensive contacts, unparalleled tools and solutions, and expert insights. We are proud to serve as the single source for all our clients' valuation, strategic, and compliance needs.
Requirements
VMG Health is seeking a Financial Analyst on our Compensation Valuation team in Dallas, Texas and/or Nashville, TN to assist with performing financial analyses, valuation excel modeling, due diligence, market research and report writing.
KEY RESPONSIBILITIES:
Apply core financial valuation principles to unique and ever-evolving types of arrangements.
Work directly with clients in gathering information and data such as financial statements, contractual agreements, operational reports and any other data or information required to provide a thorough work product.
Problem-solve in developing novel methodologies, approaches or considerations in an ever-evolving industry.
Participate in authoring or co-authoring articles and/or presentations on compensation arrangements.
Work directly with Division leadership in a team-based cohesive environment.
Support the maintenance of the Division's infrastructure including updating and keeping template models & reports current, performing periodic survey database analytics, and contributing to a positive culture.
QUALIFICATIONS:
Bachelor's degree in accounting, finance and/or economics
Strong knowledge of financial theory and/or economics.
Studying financial modeling theories via university.
Proficient in Microsoft Office; strong knowledge of Excel and Word
Ability to work independently with minimum supervision. Attention to detail and ability to review personal work and peers' work.
Superior written and oral communication skills. Ability to present ideas in a business-friendly language and tailor formal and informal communications to the audience.
Client-oriented work ethic and excellent interpersonal skills. Ability to build and manage relationships with key clients to ensure the success of each engagement.
Desire to contribute thought leadership to engagements and organizational knowledge
Tenacity, intellectual curiosity, and a drive for continuous improvement.
Travel:
Minimal
Office:
Hybrid - 4 days in office
Commercial Banking Intern, Richmond VA-Summer 2026
Richmond, VA jobs
Summary/Objective
Burke & Herbert Bank Commercial Banking Interns will receive ongoing training, mentoring, and commercial real estate business exposure. Participants are required to complete a rigorous program working under the supervision of an assigned program mentor. The program covers three primary areas: 1) Credit and Lending Fundamentals, 2) Business Development, and 3) Customer Relationship Management. Participants must maintain a minimum standard of performance and conduct to remain in the program.
Position Responsibilities/Essential Functions:
Complete all assigned tasks and assist with day-to-day operations.
Participate in meetings, workshops, and other learning opportunities.
Observe and learn from experienced staff members.
Gain knowledge of company policies, protocols, and processes.
Fulfill any requirements and goals set out at the program's start.
Other duties as assigned
Supervisory Responsibility
This position has no supervisory responsibilities.
Skills/Abilities:
Strong Written and Verbal Skills
Leadership and Critical Thinking
Customer Service Orientation
Teamwork and Collaboration
Time and Resource Management
Multitasking
Education and Experience:
Currently pursuing a Bachelor's degree in Business Administration, Finance, Accounting, Real Estate, or related field.
Work Environment:
This program operates in a standard setting that requires standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Physical Demands:
This position requires manual dexterity and the ability to lift files and open cabinets. This position requires bending, stooping, or standing as necessary.
Travel:
Additional travel within and outside the Bank may be required for this program.
Equal Employment Opportunity/M/F/disability/protected veteran status
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Auto-ApplyCommercial Banking Intern, Fredericksburg VA-Summer 2026
Fredericksburg, VA jobs
Summary/Objective
Burke & Herbert Bank Commercial Banking Interns will receive ongoing training, mentoring, and commercial real estate business exposure. Participants are required to complete a rigorous program working under the supervision of an assigned program mentor. The program covers three primary areas: 1) Credit and Lending Fundamentals, 2) Business Development, and 3) Customer Relationship Management. Participants must maintain a minimum standard of performance and conduct to remain in the program.
Position Responsibilities/Essential Functions:
Complete all assigned tasks and assist with day-to-day operations.
Participate in meetings, workshops, and other learning opportunities.
Observe and learn from experienced staff members.
Gain knowledge of company policies, protocols, and processes.
Fulfill any requirements and goals set out at the program's start.
Other duties as assigned
Supervisory Responsibility
This position has no supervisory responsibilities.
Skills/Abilities:
Strong Written and Verbal Skills
Leadership and Critical Thinking
Customer Service Orientation
Teamwork and Collaboration
Time and Resource Management
Multitasking
Education and Experience:
Currently pursuing a Bachelor's degree in Business Administration, Finance, Accounting, Real Estate, or related field.
Work Environment:
This program operates in a standard setting that requires standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Physical Demands:
This position requires manual dexterity and the ability to lift files and open cabinets. This position requires bending, stooping, or standing as necessary.
Travel:
Additional travel within and outside the Bank may be required for this program.
Equal Employment Opportunity/M/F/disability/protected veteran status
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Auto-ApplyCommercial Banking Intern, Alexandria VA-Summer 2026
Alexandria, VA jobs
Summary/Objective
Burke & Herbert Bank Commercial Banking Interns will receive ongoing training, mentoring, and commercial real estate business exposure. Participants are required to complete a rigorous program working under the supervision of an assigned program mentor. The program covers three primary areas: 1) Credit and Lending Fundamentals, 2) Business Development, and 3) Customer Relationship Management. Participants must maintain a minimum standard of performance and conduct to remain in the program.
Position Responsibilities/Essential Functions:
Complete all assigned tasks and assist with day-to-day operations.
Participate in meetings, workshops, and other learning opportunities.
Observe and learn from experienced staff members.
Gain knowledge of company policies, protocols, and processes.
Fulfill any requirements and goals set out at the program's start.
Other duties as assigned
Supervisory Responsibility
This position has no supervisory responsibilities.
Skills/Abilities:
Strong Written and Verbal Skills
Leadership and Critical Thinking
Customer Service Orientation
Teamwork and Collaboration
Time and Resource Management
Multitasking
Education and Experience:
Currently pursuing a Bachelor's degree in Business Administration, Finance, Accounting, Real Estate, or related field.
Work Environment:
This program operates in a standard setting that requires standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Physical Demands:
This position requires manual dexterity and the ability to lift files and open cabinets. This position requires bending, stooping, or standing as necessary.
Travel:
Additional travel within and outside the Bank may be required for this program.
Equal Employment Opportunity/M/F/disability/protected veteran status
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Auto-ApplyInvestment Strategy - Summer 2026 Intern
New York, NY jobs
Join the fintech powerhouse redefining how the world invests in private markets. iCapital is a global leader in alternative investments, trusted by financial advisors, wealth managers, asset managers, and industry innovators worldwide. With $999.73 billion in assets serviced globally-including $272.1 billion in alternative platform assets-we empower over 3,000 wealth management firms and 118,000 financial professionals to deliver cutting-edge alternative investment solutions.
This summer, become part of a dynamic team where your ideas matter. Make a meaningful impact, accelerate your professional growth, and help push the boundaries of what's possible at the intersection of technology and finance.
Key features of our Summer 2026 Internship:
Become a key member of the iCapital team, driving initiatives, contributing to projects, and potentially jumpstart your career with us after graduation.
Immerse yourself in an inclusive company culture where we create a sense of belonging for everyone.
Gain exclusive access to the AltsEdge Certificate Program, our award-winning alternative investments education curriculum for wealth managers.
Attend recurring iLearn seminars and platform demos where you will learn the latest about our products.
Participate in an intern team project, culminating in an end-of-summer presentation to a panel of senior executives.
Join senior executive speaker seminars that provide career development, guidance, and access to the leaders at iCapital.
About the role:
Our Investment Strategy team sits within the Investment Products and Research department. The iCapital Investment Strategy team serve as the face of the iCapital brand, conduct extensive research, and are responsible for articulating the role and benefits of alternative investments in investors' portfolios.
Conduct in-depth research on public and private markets to help support the team with weekly market publications and broader thought leadership.
Prepare and run market reports on a weekly or bi-monthly basis, providing the team with key market data.
Build private markets, alternative investment performance, and key macro indicator dashboards in Excel.
Aid in the build-out of our quarterly Private Markets deck.
Valued qualities and key skills:
Highly inquisitive, collaborative, and a creative problem solver
Possess foundational knowledge of and/or genuine interest in the financial markets
Able to thrive in a fast-paced environment
Able to adapt to new responsibilities and manage competing priorities
Technologically proficient in Microsoft Office (Excel, PowerPoint)
Strong verbal and written communication skills
What we offer:
Outings with iCapital team members and fellow interns to build connections and grow your network.
Corporate culture and volunteer activities in support of the communities where we live and work.
Rooftop Happy Hours showcasing our impressive views of NYC.
Eligibility:
A rising junior or senior in a U.S. college/university bachelor's degree program
Must be available to work the duration of the program from June 8th through August 7th to be eligible
Committed to working five days a week in the New York City office for the entire duration of the internship
Authorized to work in the United States*
*We are unable to offer any type of employment-based immigration sponsorship for this program
Pay Rate: $42.00/hour + relocation stipend and transportation stipend
iCapital in the Press:
We are innovating at the intersection of technology and investment opportunity, but don't take our word for it. Here's what others are saying about us:
Two consecutive years on the CNBC World's Top Fintech Companies list
Two consecutive years listed in Top 100 Fastest Growing Financial Services Companies
Four-time winner of the Money Management Institute/Barron's Solutions Provider of the Year
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyInvestment Strategy - Summer 2026 Intern
New York, NY jobs
Join the fintech powerhouse redefining how the world invests in private markets. iCapital is a global leader in alternative investments, trusted by financial advisors, wealth managers, asset managers, and industry innovators worldwide. With $999.73 billion in assets serviced globally-including $272.1 billion in alternative platform assets-we empower over 3,000 wealth management firms and 118,000 financial professionals to deliver cutting-edge alternative investment solutions.
This summer, become part of a dynamic team where your ideas matter. Make a meaningful impact, accelerate your professional growth, and help push the boundaries of what's possible at the intersection of technology and finance.
Key features of our Summer 2026 Internship:
* Become a key member of the iCapital team, driving initiatives, contributing to projects, and potentially jumpstart your career with us after graduation.
* Immerse yourself in an inclusive company culture where we create a sense of belonging for everyone.
* Gain exclusive access to the AltsEdge Certificate Program, our award-winning alternative investments education curriculum for wealth managers.
* Attend recurring iLearn seminars and platform demos where you will learn the latest about our products.
* Participate in an intern team project, culminating in an end-of-summer presentation to a panel of senior executives.
* Join senior executive speaker seminars that provide career development, guidance, and access to the leaders at iCapital.
About the role:
Our Investment Strategy team sits within the Investment Products and Research department. The iCapital Investment Strategy team serve as the face of the iCapital brand, conduct extensive research, and are responsible for articulating the role and benefits of alternative investments in investors' portfolios.
* Conduct in-depth research on public and private markets to help support the team with weekly market publications and broader thought leadership.
* Prepare and run market reports on a weekly or bi-monthly basis, providing the team with key market data.
* Build private markets, alternative investment performance, and key macro indicator dashboards in Excel.
* Aid in the build-out of our quarterly Private Markets deck.
Valued qualities and key skills:
* Highly inquisitive, collaborative, and a creative problem solver
* Possess foundational knowledge of and/or genuine interest in the financial markets
* Able to thrive in a fast-paced environment
* Able to adapt to new responsibilities and manage competing priorities
* Technologically proficient in Microsoft Office (Excel, PowerPoint)
* Strong verbal and written communication skills
What we offer:
* Outings with iCapital team members and fellow interns to build connections and grow your network.
* Corporate culture and volunteer activities in support of the communities where we live and work.
* Rooftop Happy Hours showcasing our impressive views of NYC.
Eligibility:
* A rising junior or senior in a U.S. college/university bachelor's degree program
* Must be available to work the duration of the program from June 8th through August 7th to be eligible
* Committed to working five days a week in the New York City office for the entire duration of the internship
* Authorized to work in the United States*
* We are unable to offer any type of employment-based immigration sponsorship for this program
Pay Rate: $42.00/hour + relocation stipend and transportation stipend
iCapital in the Press:
We are innovating at the intersection of technology and investment opportunity, but don't take our word for it. Here's what others are saying about us:
* Two consecutive years on the CNBC World's Top Fintech Companies list
* Two consecutive years listed in Top 100 Fastest Growing Financial Services Companies
* Four-time winner of the Money Management Institute/Barron's Solutions Provider of the Year
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-Apply2026 Summer Intern - Finance & Accounting Analyst
Newport Beach, CA jobs
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
2026 Summer Internship - Finance & Accounting Analyst, US
Internship positions are located at PIMCO's Newport Beach, CA Headquarters.
You're eligible to apply if you:
Pursuing an undergraduate degree
Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027
Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026)
Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university
Are business proficient in English
You'll excel as a Finance & Accounting Analyst if you:
Possess knowledge of accounting, finance, audit, and tax principles
Have effective analytical, critical thinking, and problem solving skills
Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely.
Demonstrate proficiency with Microsoft Excel
Possess excellent verbal and written communication skills
Have a desire to join a high performance, fast-paced culture
Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker
See yourself as a Finance & Accounting Analyst
The Finance team is responsible for PIMCO's financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world.
You'll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office.
While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above.
The PIMCO Internship Experience:
The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program
During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success
Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts
Join us for a variety of cross-divisional education, networking & social events!
Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer
You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals
Want to learn more? Hear about The PIMCO Internship Experience from past interns
As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations
How you should apply:
Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready.
What to expect during the interview process:
After we receive your application, we will conduct an initial review of your resume
If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview
If you are chosen to proceed after the video interview, you will then take an assessment
Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions
PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.
For more information on PIMCO and Career Opportunities, please visit ********************************************
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Hourly Rate: $ 34.61
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
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