Analyst Internship jobs at StoneX Group

Jigar Kachhia at email address **************************** can be reached on # ************. We have Contract Role of Financial Analyst IV our client at Princeton NJ Please let me know if you or any of your friends would be interested in this position. Position Details: Financial Analyst IV, Princeton NJ Location : Princeton NJ 8540 Project Duration : 12+ months of contract Pay range : $45-49 an hour on W2 About Abbott Point of Care: Abbott Point of Care is a global leader in providing critical medical diagnostic and informatics products for rapid blood analysis that are intuitive, reliable, and cost-effective. Our i-STAT System is an advanced, portable diagnostic tool that provides real-time, lab-quality results within minutes to accelerate patient-care decision-making as well as optimize resource utilization for our customers and the patients that they serve. The i-STAT System has the industry's most comprehensive menu of tests in a single, with-patient platform, including tests for respiratory, metabolic, coagulation, hematology, glucose, and cardiac function. By delivering lab-quality results in minutes, on just a few drops of blood, our i-STAT System fosters a collaborative, patient-centered environment while driving improved operational performance. About the role: Abbott Point of Care has a new opening for a Sr. Financial Analyst. This role will support the Division FP&A HQ team with providing financial planning & analysis for the business by building and managing financial reports, preparing analysis for business reviews and other adhoc request. Responsibilities include: Prepare financial analysis and reports (such as Plans, Latest Best Estimate (LBE's) and Long Range Projections (LRP)) for P&L and balance sheet metrics that meet the timing and quality of presentation requirements, facilitate management review and decision making while ensuring integrity of data and compliance with GAAP as well as Abbott's operating policies Maintain an effective and efficient planning process for the division and functional areas being supported, including the coordination of a planning calendar with key dates and deliverables Develop flexible, comprehensive tools and templates to support the consolidation and timely completion of corporate schedules as well as develop system solutions and process improvements that meet the needs of the financial planning and/or reporting requirements Support the Sales & Operations Planning (S&OP) process by managing the reporting of monthly financial performance metrics such as: sales and expense variances, cash conversion cycle (CCC), Integrated Business Planning (IBP), etc Provide financial support to Global Marketing organization. Partner with marketing team to create annual budget and forecast Complete month-end close activities: tie out monthly revenue, prepare journal entries, expense summaries, and project spend analysis Prepare and analyze daily and weekly sales reporting / projections Maintain finance scorecard on deliverables from other APOC finance organizations Perform adhoc requests and drive cross-business analytic projects for senior management, with financial modeling, data mining and presentation support Education Requirements: Bachelor's degree, preferably in accounting or finance, or an equivalent combination of education and work experience. Minimum Qualifications: Position requires 7+ years of finance experience to include roles of increasing responsibility in accounting and/or finance Strong Excel skills, demonstrate initiative, analytical thinking, critical-thinking and problem-solving skills Demonstrated ability to provide data and analysis to support decision making, methodical approach to problem solving and rational ideas supporting them, ability to keep learning and to teach others, traditional accounting knowledge and facilitator of management needs, streamlining functions within the department and an efficient work Ethic.

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 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 Analyst, 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 New York You will be working at our Americas Headquarters at 745 Seventh Avenue. This 37-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: $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.

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 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 Analyst, 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 New York You will be working at our Americas Headquarters at 745 Seventh Avenue. This 37-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: $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.

Summer Bank Intern - On-site (Fremont, OH) The Croghan Colonial Bank is seeking motivated students to join our team as Interns for the Summer of 2026. Our Interns aren't here to make coffee runs and copies. As an Intern at The Croghan Colonial Bank you are an essential part of the equation to “helping good people make good decisions.” Our program's goal has been and continues to be to provide a comprehensive education experience to students by implementing job functions and projects that have a visible real-world effect on not only the Bank, but also our community as a whole. Whether you have a specific direction you know you are heading after graduation or simply want to explore prospective career opportunities available in the world of banking, we are excited to provide an opportunity to students to expand upon the concepts learned through their studies in a real-world environment. What We Are Seeking From You: Current Freshman, Sophomores, and Juniors pursuing degrees/majors related to Business, Finance, Accounting, Marketing/Graphic Design, IT/IS/Cyber Security, Human Resources or other related fields The ability to commute to our locations in Fremont, OH on a regular basis A solid understanding of Microsoft products such as Word, PowerPoint, and Excel The flexibility to work in a team setting or independently depending on current assignment A commitment to maintain confidentiality Critical thinking and problem solving skills A willingness to learn and follow all applicable laws and regulations including, but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control What We Will Provide You: A comprehensive learning experience focusing on a specific department in the bank, but also offering exposure to other departments bank-wide The opportunity to network with fellow Interns, experienced financial professionals, and community members A flexible schedule allowing up to 40 hours per week A welcoming and community-focused environment conducive to learning Paid internship! Fun team building and networking events throughout the summer The ability to see your hard work come to fruition in the bank and community Testimonials: “I would recommend interning at Croghan to others because it is a great way to see how the workplace really is. In the end you come away with so much more than just on the job experience.” - Kyle, IT Intern, 2024 “I would recommend a Croghan internship to others because I was able to learn about how banking works and network with many people along the way. There are a lot of internships out there where you don't get to experience the opportunities that we were able to have, and I am very grateful that the bank had events for us.” - Jillian, Compliance Intern, 2023 “I would describe Croghan as a bank that is focused on being active and supporting the community. Whether it be in the office or out participating in community events, everyone has the same goal of ‘helping good people make good decisions'.” - Nick, Finance Intern, 2024 “I would definitely recommend an internship at Croghan. I was not only able to see the finance side of banking, but I was able to learn about banking as a whole. There are so many different aspects that go into banking, and I was able to learn about so many of them. Our managers got us into different departments and let use se those aspects. There are also so many networking opportunities and making connections are very crucial for many different reasons.” - Dillon, Finance Intern, 2023 “I believe Croghan Internships help build knowledge and skills in all areas that would be beneficial to all types of business majors. I enjoyed being able to compare what I do on a daily basis with my university classwork and get real world knowledge and experience.” - Liana, HR Intern, 2024 “I think that the open-door policy really describes the culture well at Croghan. I always felt that I could reach out to anyone within Croghan or visit their office without facing any scrutiny. It really made me feel more comfortable working with the other departments and that I was really a part of the staff.” - Braden, Trust Intern, 2023 “The internship program has allowed me to meet a lot of people and get experience in many different areas of the banking industry. Croghan treats their interns with respect just as any other employee, which makes it easier to get comfortable with everyone you work with.” -Ally, Retail Intern, 2024 Equal Opportunity and Affirmative Action Employer, M/F/Disabled/Vet

Every day, our teams innovate across the world of finance. We collaborate to work smarter, while making a difference. We believe in diversity and inclusivity, giving a voice to everyone on the team. And we celebrate our success together. If you want to make an impact in fintech, we'd like to know: Are you FIS? Join the 2026 Finance MBA Internship Program! As a Finance MBA Intern, you will have the opportunity to participate in team projects, networking events, professional development seminars and contribute to key deliverables. This is a 10 week, full-time (40hrs/week) paid internship that begins on June 2, 2026. About The Team The FIS Finance team drives key strategic decisions by providing historical & forward-looking analysis to executive leadership and a range of business partners. We identify & communicate key market & business drivers, as well as macro/micro economic trends. We partner with all areas of the business in a collaborative working environment to enable FIS to make smarter, faster and more informed business decisions. What You Will Be Doing In this role, you will be instrumental in driving the finance team's strategic objectives by supporting the development and implementation of critical initiatives and deliverables. These initiatives are not just tasks, but pivotal projects that align with the broader goals of the organization. Your contributions will directly impact the team's ability to: Enhance Financial Performance: By spearheading initiatives, you will help improve efficiency and enhance financial processes, resulting in supporting company efforts to reduce costs and increase profitability. Support Strategic Decision-Making: Deliverables such as financial reports and analyses to provide essential insights that inform high-level strategic decisions, ensuring the company remains competitive and agile. Ensure Compliance and Risk Management: Initiatives aimed at strengthening internal controls and compliance frameworks to safeguard the organization against financial risks and regulatory breaches. Drive Innovation and Growth: By identifying and executing on new opportunities, you will contribute to the development of innovative financial strategies that support sustainable growth and expansion. What You Bring Currently enrolled in a full-time MBA program, graduating between December 2026 and May 2027 Preferably 5+ years of experience in Finance-related field Demonstrated leadership skills Excellent communication and interpersonal skills Self-motivated and willingness to learn What We Offer You Competitive, full-time paid summer internship Opportunity to participate in projects that directly impact business value and work alongside Finance leaders The chance to work on some of the most challenging, relevant issues in financial services & technology Time to support charities and give back to your community A work environment built on collaboration, flexibility, and respect *Current and future sponsorship are not available for this position* #MBAInternship2026 Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

The purpose of this internship is to equip the intern with on-the-job training and work experience within the Commercial Banking department preparing the intern for a career in the financial services industry. The intern will provide needed support to one or two departments throughout the duration of the internship by coordinating and completing special projects, while also participating in community service, networking, and training events. Responsibilities Complete assigned special projects supporting the commercial loan relationship managers. Through daily interaction with lending personnel you will learn about the practice of commercial loan portfolio management which includes loan underwriting, risk analysis and identification of risk based pricing, packaging and presentation of loan requests for approval, renewal processing, and loan document preparation. Attend designated training classes Participate in community service Attend informative events within Trustmark designed to provide interns with general understanding of functional areas of the bank Present an overview of department and projects worked on during internship program; provide an evaluation of departments, projects, and the overall program Perform additional duties as assigned. Qualifications Junior or Senior college level/MBA Major: Finance, Accounting or other applicable Business related degrees Minimum GPA of 3.00 Basic computer skills Proficient use of Word, Excel, and PowerPoint software Good oral and written communication skills Ability to handle confidential and critical information Able to work in a team and take direction from others Able to give presentations on work experience topics Ability to display customer service skills Ability to perform basic math and/or accounting functions Summer Internship program is located in Jackson, MS. Must be able commit to working June 1, 2026 - July 31, 2026. Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

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.

Requirements Successful candidates will have the following: Excellent working knowledge of Microsoft Office products, specifically Excel and PowerPoint. Ability to work effectively and collaboratively in a fast-paced, entrepreneurial, and demanding environment. Excellent communication skills, ability to work with clients closely and effectively. Detail-oriented and thorough in completing projects/tasks Intellectual curiosity and critical thinking skills Self-starter, must have the initiative and ability to complete tasks with minimal supervision At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued. EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you. Role Summary This program is for currently enrolled undergraduate students. The deadline to apply is October 22, 2025. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future. How You Will Make an Impact Work closely with the Office of the Chief Investment Officer on investment department projects Contribute to driven research that supports department initiatives Build data visualization solutions for team using Tableau Have the opportunity to interview portfolio managers to gain deeper perspective on different investment approaches What You Bring to the Team (Required) Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven Passion for gaining experience in the asset management industry Attention to detail Keen and collaborative communication skills Strong analytical reasoning and quantitative skills Proficiency in Microsoft Office suite, SharePoint Experience with Tableau or other data visualization tools Experience with programmatic languages such as Python/R/SQL (preferred, not required) Additional Assets (Preferred) A current Sophomore, Junior or Senior Undergraduate student, including Students enrolled in accelerated Masters programs, who are currently enrolled fulltime in Business Administration program or similar; additional coursework in Information Systems or Technology preferred What We Offer Our interns receive competitive pay, as well as 401k eligibility for contributions Mentor Program: a designated mentor will be assigned to you during your time with us to provide career coaching and mentorship Access to Business Resource Groups that you can ally and participate in (Accelerate, Charlie Mike, Enable, Emerging Professionals, Pride, Mosaic) Casual dress code - be comfortable and express your unique self A robust social and philanthropic calendar of events hosted just for interns! Internship Structure 10 Week Program - June 1- August 7 40 hours a week, between 8am-5pm CST Additional Requirements Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable. American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases. #LI-Onsite American Century Proprietary Holdings, Inc. All rights reserved.

About the job Headquartered in St. Petersburg, Florida, the Dynasty Financial Partners team powers the back and middle office of independent financial advisors within the wealth management industry. Summer Analysts will be assigned to support one or two of Dynasty's business units: Transitions, Relationship Management, Talent/HR, Legal/Compliance, Marketing/PR, Operations, Investments, Technology or Finance. Dynasty Financial Partners works exclusively with a select group of truly independent RIAs to help them better serve their clients and grow their business and enterprise value. We are a premier WealthTech platform for independent financial advisors giving them the freedom, flexibility, and control to better serve their clients. We enhance our Network firms' enterprise value and accelerate growth through our proprietary core service model that provides complete middle and back-office support. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business as well as M&A support to firms looking to grow inorganically or to plan for succession. Dynasty Summer Analyst Program Duration of program: June 1st - August 7th Exact responsibilities will vary based on business unit assignment Business unit assignments will be based on a combination of interview feedback, business needs, and the individual candidate skills/interests Summer Analysts will report to the Chief of Staff, as well as the head of the business units to which they are assigned Requirements Successful candidates will have the following: Excellent working knowledge of Microsoft Office products, specifically Excel and PowerPoint. Ability to work effectively and collaboratively in a fast-paced, entrepreneurial, and demanding environment. Excellent communication skills, ability to work with clients closely and effectively. Detail-oriented and thorough in completing projects/tasks Intellectual curiosity and critical thinking skills Self-starter, must have the initiative and ability to complete tasks with minimal supervision At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued. EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

I Squared Capital is a leading global infrastructure investor managing $50 billion in assets. We build and scale essential infrastructure businesses that deliver critical services to millions of people worldwide. Our portfolio includes over 90 companies operating in 70 countries and spanning sectors such as energy, utilities, digital infrastructure, transport, environmental and social infrastructure. Headquartered in Miami, our team of over 300 professionals is based across offices in Abu Dhabi, London, Munich, New Delhi, São Paulo, Singapore, Sydney and Taipei. Role Description: ISQ's Infrastructure Private Equity Group offers its professionals the chance to work in all aspects of infrastructure investing. Summer Analysts can expect to work on several transactions at one time, and are involved with the development, structuring and financing of transactions and regularly attend both external and internal meetings, negotiations, due diligence sessions, and take an active role in working with portfolio companies and overseeing existing investments. Summer Analysts will have the opportunity to rotate across ISQ's investment and portfolio management teams, including Asset Management, Credit and InfraTech (early-stage technology infrastructure venture investing). High performing Summer Analysts may be offered a full-time role based on hiring needs. Responsibilities: • Evaluate and execute infrastructure private equity investments • Perform in-depth market research • Perform financial modelling and valuation analyses of prospective investment opportunities across various infrastructure verticals, including energy (e.g., renewables and utilities), transportation & logistics (e.g., ports, airports, toll roads, and railroads), digital infrastructure (e.g., data centers, cell towers, and fiber), environmental (e.g., water/waste) and social infrastructure • Perform extensive due diligence on each transaction, including travelling to prospective target companies, meeting with management, coordinating with various advisors, and formulating the investment strategies and business plans. • Prepare written analyses and evaluations of investment opportunities for the Investment Committee of I Squared Capital • Participate in execution of transactions and both internal and external client meetings. • Assist Dedicated Asset Teams in managing current investments, including analyzing potential add-on investments, refinancing opportunities, and exit opportunities. Qualifications: I Squared seeks to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, responsible, have sound judgement, and have demonstrated excellence in prior endeavors. The successful candidate should: • Have a strong academic track record • Have strong analytical skills and be detail-oriented • Be able to work in a fast paced, dynamic environment and to handle multiple projects at a time • Be a self-starter with the ability to work effectively as part of a team • Have genuine interest in the infrastructure space • Be confident and self-aware with excellent interpersonal and communication skills, both written and verbal • Have a strong work ethic to persevere; genuine passion for excellence; results-oriented • Have personal and professional integrity To be considered for the Analyst Program, applicants must meet the following criteria: • Currently enrolled as an undergraduate student • Anticipated graduation date: Spring- Fall 2027/2029 • Resume must include expected graduation month/year and GPA • Resume must be in PDF format Location Miami, FL **Any unsolicited emails or LinkedIn messages to I Squared employees will result in rejection of your application. Interviews will begin the last week of October**

Be at the heart of running the firm efficiently, effectively, and delivering value for our clients. In the program, you will work in a collaborative environment that teaches you how the Operations function helps deliver core services to the firm and its clients. The goal is to assist you in building a long-term career in our Operations function and help with its continued growth. We are looking for motivated, enthusiastic individuals who want to begin and develop their career in Operations. We are looking for individuals with diverse backgrounds that are excited to learn and identify process opportunities (e.g., automation). As a Summer Analyst in the Operations Analyst Program, you will start our 9-week program with comprehensive training to introduce you to our firm, our practices, and our culture. After training, you will join the Operations function within one of our lines of business (Asset & Wealth Management, Commercial & Investment Bank, Consumer & Community Bank or Corporate Functions) to be fully ingrained within your team's day-to-day activities and make a clear impact for the organization and our clients. You will make an impact in a specific Operations role aligned to our disciplines, which could include Processing/Servicing, Trade/Asset Support, Reporting, or Transformation. The program will give you the opportunity to learn about our operations and develop your career. Students interested in front office, external customer/client interactions, or software engineering will not have their needs met within this program. You will develop skills that will help you grow within the Operations organization and make increasing impact throughout the program. You will have the opportunity to expand your knowledge in businesses and bank products while driving our business forward. In addition to on-the-job experience, you will have a community of summer analysts, opportunity to attend social events, interaction with senior leaders, and more. This role is a pipeline to our full-time Operations Analyst Program; based on performance and successful completion of the 9-week internship, you may receive an offer of full-time employment. Your responsibilities will vary based on your assigned office location and role discipline. The responsibilities below align to each of our core role disciplines - Processing/Service, Trade/Asset, Reporting, and Transformation. Job responsibilities Assist with the end-to-end management of the client lifecycle, from onboarding through account maintenance. Partner with bankers, underwriters & various other functions to support client financing needs. Process, clear, investigate, and service transactions, tickets, and widgets responsibly. Support document review, data reconciliation, and payment processing. Reconcile differences between systems, monitoring reports and ensuring system integrity. Analyze reference data to help support trading. Troubleshoot client inquiries related to account processing and access issues. Ensure the accurate execution of investor tickets and trades, following through to the correct settlement systems. Effectively communicate with counterparties to match off on trades. Support data analytics and reporting for your team and the lines of business you support, alongside other projects such as recertifications of heightened risk sector clients and creating processes that will minimize breaches in data input from the various lines of business. Oversee data management, governance, sourcing, control of reference data, and provide operational support. Report risk internally and externally, including running different attributions, investigating values, and presenting information to internal clients. Identify process gaps to optimize processes in collaboration with Technology teams. Create Tableau dashboards to assist in reporting. Implement AI and Machine Learning solutions into different Business Operations teams. Integrate products and information into easily accessible and digestible information for our internal clients. Required qualifications, capabilities, and skills Pursuing a B.A., B.S., B.B.A or 5th year M.A. or M.S., with an expected graduation date of December 2026 through June 2027 All majors considered Well-rounded academic background Great team player able to work and adapt in a dynamic and changing environment Demonstrated ability to communicate effectively both written and verbally Detailed-oriented with strong critical thinking, attention to detail and analytical skills Ability to manage time, prioritize assignments and know when to seek help for optimal solution Proficiency in MS Office (Excel, Word, PowerPoint, Outlook) Ability to work within deadlines Demonstrated growth mindset with desire to learn financial operations Preferred qualifications, capabilities, and skills Minimum cumulative GPA of 3.0 on a 4.0 scale Locations you can join: Columbus, OH Newark/Wilmington, DE Plano, TX San Antonio, TX Tempe, AZ **Your exact office location maybe within proximity to one of our main hubs. This will be communicated to you prior to your start date. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT). What's Next? To be considered for the Operations Analyst Program, you must submit a complete and thoughtful application, which includes your resume, and location preference. Your application and resume are a way for us to initially get to know you. It's important to complete all relevant application questions, so we have as much information about you as possible. We will review your application to determine whether you meet the required criteria. If you meet the minimum criteria for the application, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. HireVue is required, and your application will not be considered for further review until you have completed this step. We strongly encourage you to complete your HireVue video(s) within three days of receiving. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. © 2025 JPMorganChase. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.

Company Information Waterfall Asset Management, LLC is an SEC-registered alternative investment manager focused on specialty finance opportunities within asset-backed credit, whole loans, real assets, and private equity. Waterfall was founded in 2005 by Tom Capasse and Jack Ross, two individuals who were early leaders of the ABS industry, and who together have over 60 years of proven ABS/Loan credit analysis, trading, banking, and servicing experience. Waterfall seeks to provide its client a compelling risk/return profile which is generally uncorrelated to most traditional investment opportunities. Waterfall is headquartered in New York, with additional offices in London and Dublin. As of December 1, 2024, Waterfall approximately $13.1 billion in assets under management. Summer Analyst Objectives As an intern at Waterfall, you will get the opportunity to immerse yourself in the dynamic world of investment management. During the 10-week summer internship program, we will surround you with challenging projects and opportunities to grow and learn. We'll help connect you with mentors and a network of colleagues throughout the firm that will help you develop your professional skills and support you during your time at Waterfall. The internship starts with a firm orientation and robust training program, where summer analysts will be trained in debt cash flow modeling, bond math, and participate in structured credit classes introducing various asset-backed and mortgage-backed securities. As a summer analyst you will get the opportunity to rotate through two strategies within the firm, gaining transaction experience and a thorough understanding of each. Summer Analysts Opportunities: Two 4-week rotations across the firm's various investment verticals, including: Private Credit, CRE Loans, CRE Equity, ABS/CMBS/RMBS Trading, Residential Whole Loan Trading, Or HY Corporate Credit Trading. Work with senior portfolio managers and investment teams on all aspects of the investment process, including conducting due diligence, transaction modeling, underwriting, investment memo creation, and trade or deal execution. As a final project, present an investment opportunity from a list of live, real-time opportunities with full underwrite to the firm's Investment Committee (including firm Partners and Managing Partners Qualifications and Education Requirements You are pursuing your MBA or an undergraduate degree with an expected graduation date between December 2026 and June 2027 Minimum 3.75 GPA Strong analytical & quantitative skills Knowledge of finance & capital markets and have an interest in finance Ability to perform in a dynamic, rapidly changing environment Strong interpersonal and excellent verbal and written communication skills Self-starter with the ability to multi-task and drive projects to completion Motivated, passionate, team player that displays future leadership capabilities Excellent time management skills with ability to meet deadlines Experience with coding languages, preferred not required

HOF Capital is a global multi-stage venture capital (VC) firm that partners with the world's best founders and helps them build generational category-defining technology companies. Since launching its first fund in 2016, the firm has invested in some of the most successful technology startups of the past decade (e.g., SpaceX, OpenAI, Neuralink, Anthropic, xAI, etc.) and achieved top-tier investment performance throughout its history, which has enabled the firm to grow rapidly to $4B+ of assets under management (AUM). Due to this rapid growth, HOF Capital is looking to bring on a VC Investment Intern with a genuine passion for finding, investing in, & supporting technology startups that have the potential to become generational category-defining companies. This VC Investment Intern will learn how VC investors make high-quality investment decisions through firsthand experience. Previous interns have gone on to work for some of the world's leading technology companies and investment firms including Google, Meta, OpenAI, Revolut, Jane Street, Citadel Securities, Bessemer Venture Partners, Insight Partners, and BlackRock. HOF Capital welcomes applications throughout the year, and the firm's internships typically range from 3 to 12 months. HOF Capital does not sponsor visas for international student interns. Minimum qualifications: Currently enrolled at a top-tier university. Experience building software applications/infrastructure and/or AI/ML models. Excellent academic performance (e.g., high GPA, high honors, merit-based awards, etc.) & professional performance (if applicable). Independent thinker with outstanding intellectual & analytical aptitude. Strong interpersonal & communication skills. Genuine passion for finding, investing in, & supporting technology startups that have the potential to become generational category-defining companies. The ideal candidate should be excited to: Build strong relationships throughout the technology, VC, & startup ecosystem. Develop deep domain expertise in technologies and markets (e.g., AI, software, deep tech, etc.). Meet with founders, evaluate products & technologies, and research markets & competitive landscapes.

Job Title: Investment Banking Associate (Summer Internship Program) About the role: Investment Banking Associates support the firm's investment banking and financial advisory efforts and work alongside senior bankers in deal origination, execution, distribution and closing. Associates will gain significant exposure to all aspects of the investment banking industry, including building financial models, authoring offering materials, creating management presentations and conducting industry research. The position offers MBA students the opportunity to: Build sector expertise in renewable and conventional power generation, power and utilities, energy technology and infrastructure Conduct financial analysis and create detailed financial models, valuation and pro forma analysis of clients' businesses, projects and acquisition targets Assess strengths and risks of client positioning and perform due diligence on clients and acquisition candidates Support capital raise and M&A processes by preparing offering materials and distribution lists Develop strategic and critical thinking skills to help clients navigate the rapidly changing energy and infrastructure markets Work directly with senior-level bankers in a leading energy investment banking firm Skills & Qualifications: Candidates must be highly motivated and show exceptional academic achievement from a top-tier MBA program with an estimated graduation date of Spring 2027. Candidates are required to demonstrate: 4+ years working knowledge of finance and accounting Robust analytical skills Excellent interpersonal and communication skills Experience working in teams Ability to simultaneously manage multiple projects in an intimate, fast-paced environment Close attention to detail and ability to work toward specified timelines Strong financial modeling and advanced Microsoft Excel skills Knowledge of or interest in the renewable and conventional power generation, energy storage, power and utilities, and energy infrastructure sectors (a plus) Recruiting and Application Process: The application deadline for the Summer Associate position is November 23, 2025. Applications will be reviewed on a rolling basis. You can upload your completed application materials to our job posting board. Resume submissions without responses to the following short-answer questions will not be reviewed. You may also attach an optional cover letter. Why are you interested in Marathon Capital? How have you positioned yourself for a career in investment banking in the renewable energy and clean infrastructure sectors? Choose a potential client that you believe is an industry leader in Marathon Capital's target market and explain your reasoning. Candidates selected from resume review will be asked to complete a brief, take-home model exercise, followed by an initial phone interview. Together, these items will determine candidate selections for final, Super Day-style interviews. ABOUT MARATHON Marathon Capital is the largest independent investment bank dedicated to servicing the clean economy. Throughout its 25-year history, the firm has played a pivotal role in many of the groundbreaking and transformative transactions for new and emerging sectors, consistently delivering exceptional results for its clients. The firm is a leading global financial adviser across M&A, equity capital markets, debt capital markets, tax credits, offtake, and energy transition. Marathon Capital is a multi-year winner of “M&A Advisor of the Year” by Power, Finance & Risk Magazine, and was recently awarded “Financial Adviser of the Year - North America (2023)” by IJ Global. Marathon Capital is headquartered in Chicago, with offices in New York, Houston, San Francisco, San Diego, London, and Calgary with local presence in Madrid and Seoul. EQUAL EMPLOYMENT OPPORTUNITY Employment decisions at the Company are made without unlawful regard to race, color, religion, age, national origin, ancestry, alienage or citizenship status, sex, sexual orientation, gender identity or expression, disability, pregnancy, childbirth, and related medical conditions, military or veteran status (including unfavorable discharge from military service), marital status, conviction record, sexual and reproductive health decisions, genetic information, or any other characteristic protected under applicable law . The Company is committed to complying with all applicable laws providing equal employment opportunities . This commitment applies to all persons involved in the operations of the Company, including supervisors, co-workers, and interns.

Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network. As a Summer Analyst on the Shareholder Advisory and Activism Defense Team, you will work in small, highly collaborative teams advising public company boards and C-Suite executives on a wide range of complex and high-stakes topics. These include shareholder activism and hostile takeover defense and analyzing the dynamics of public equity markets, with a focus on understanding the investing and engagement patterns of institutional investors. You will work closely with sector banking teams to review and evaluate corporate strategy and governance practices, financial performance, M&A transactions and financial policy, all through a shareholder lens. In addition, the Shareholder Advisory & Activism Defense Summer Analyst will participate in an on-going training program. Depending on the project assignments, day-to-day responsibilities of a summer analyst may include: * Performing financial and equity capital markets analysis * Assisting in the development of client presentations on shareholder activism defense strategies and tactics * Supporting strategic M&A with shareholder analytics and shareholder engagement advice * Analyzing and synthesizing data from shareholder, activism, and equity markets databases * Tracking and evaluating trends in equity ownership, shareholder activism and corporate governance * Leverage developing AI technology to facilitate analysis * Interacting with senior bankers and clients Summer Analysts will experience the role and responsibilities of a full-time Lazard Shareholder Advisory & Activism Defense Analyst and be expected to embrace and develop competency across the breadth of our advisory offerings. Summer Analysts are expected to spend 9 weeks at the Firm. You'll need to have: * Current enrollment at a US university and obtaining a Bachelor's degree with an expected graduation date in December 2026 or May/June 2027 * Excellent academic credentials; Minimum 3.7 GPA * Interest in shareholder activism, corporate governance and/ or public equity market ecosystem * Motivation, creativity, maturity, and poise * Strong quantitative background * Strong analytical skills * Excellent oral and written communication skills * Strong attention to detail * Demonstrated ability to multi-task * Evidence of exemplary work ethic * Desire to work and learn in a demanding environment of capital markets generalists What we offer Analysts will participate in an intensive four-week training program concentrating on corporate finance and accounting, taught in New York by outside professors and Lazard bankers. We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career. We expect the base salary for this role to be approximately $120,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. Does this sound like you? Apply! We'll get in touch on the next steps. Representation at Lazard Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

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.

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.

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: The Structured Investments (SI) platform emphasizes education and analytics to break down the complexity inherent in these products, creating a centralized workflow for trade management, and simplifying how financial advisors learn, transact, and manage client portfolios. The Platform Coverage team is responsible for developing and managing the tools to simplify the process for clients and bank issuers to navigate a wide range of alternative investments, with a focus on structured products. Develop an understanding of the structured investments and alternatives investments asset classes. Navigate iCapital CRM systems such as Monday, Tableau, etc., to track and action assigned tasks and client requests. Work with the broader team to support the SI deal flow and ad-hoc client and issuer requests. Contextualize and generate standardized monthly client reporting metrics. Identify ways to automate and systemize desk processes. Build a centralized database of internal and external decks and resources. 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.