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  • 2027 Investment Associate Internship

    Dodge & Cox 4.9company rating

    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.
    $10k monthly Auto-Apply 23d ago
  • 2027 Summer Analyst, Investment Banking (San Francisco)

    FT Partners 4.5company rating

    San Francisco, CA jobs

    2027 Investment Banking Summer Analyst (SF) Financial Technology Partners is one of the most successful boutique investment banks on Wall Street. Headquartered in San Francisco with additional offices in NYC and London, FT Partners has advised on some of the most meaningful transactions in the high-growth Financial Technology sector in recent years. We offer a full suite of financial and strategic advisory services, including merger and acquisition advisory, private capital raising and capital markets advisory. The Financial Technology sector is a dynamic industry that encompasses the convergence of financial services and technology. We are a 250+ global firm that prides itself on having an extremely collegial and energetic culture. Every member of the organization is expected to meaningfully contribute to the Firm's success. Senior bankers at the Firm are formerly of Goldman Sachs, JP Morgan, Evercore and Barclays. Role Description Our Summer Analyst program begins in June 2027 and requires an 8-week minimum commitment. Summer Analysts are included in all aspects of a transaction from origination to closing. They work directly with senior investment bankers and are responsible for the day-to-day activities of each transaction. Responsibilities include: financial modeling, company valuation, financial performance analysis, corporate and industry research, due diligence, strategic analyses of companies, preparation of marketing and presentation materials, management presentations and offering memorandums. General Qualifications Undergraduate or Master students with a graduation date of December 2027 - June 2028 Finance or Accounting major preferred Minimum 3.7 cumulative GPA 1400 SAT / 30 ACT strongly preferred Prior finance and/or accounting internship experience ideal Excellent problem solving and analytic ability Strong work ethic and a drive for perfection Ability to perform under pressure amid tight deadlines Team player, self-motivated, and entrepreneurial Strong quantitative and technical skills Strong data management and research skills Maturity and poise to work directly with client executives Attention to detail, strong writing and verbal communication skills Permanent U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future Why FT Partners? Managing Partner and Managing Directors formerly of Goldman Sachs, JP Morgan, Evercore and Barclays Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards (among many others) Executing both billion dollar and early stage / high-growth VC transactions Excellent career path, strong and competitive compensation Unparalleled deal flow with premier client base Access to world-class executives at high-growth companies Dominant footprint in the one of largest sectors: financial technology Top-notch financial sponsor relationships Close-knit, rapidly growing team Selected transactions include advising: Deribit's $4.3 billion Sale to Coinbase Divvy's $2.5 billion Sale to Bill.com AvidXchange's $2.2 billion Sale to TPG & Corpay GreenSky's $2.2 billion Sale to Goldman Sachs Truebill's $1.3 billion Sale to Rocket Companies Revolut's $1.3 billion Financing at a $33 billion Valuation Finicity's $1 billion Sale to Mastercard Intermex's $500 million Sale to Western Union SpotOn's $300 million Series F Financing at a $3.6 billion Valuation Bilt's $250 million Financing at a $10.75 billion Valuation Lumin Digital's $200 million Growth Financing Stash's $146 million Series H Financing CloudWalk's $150 million Financing at a ~$2.2 billion Valuation To ensure a fair and transparent recruitment process, please do not use GenAl tools during interviews. Failure to adhere to these guidelines may result in disqualification from the recruitment process. The annual salary for this position at commencement of employment is $110,000/year. If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. Inclusion and Equal Opportunity Employment: Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.
    $110k yearly Auto-Apply 1d ago
  • Banking Associate Summer Internship Program 2026 Chicago

    Barclays 4.6company rating

    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.
    $175k yearly Auto-Apply 60d+ ago
  • Investment - Summer Internship 2026

    Globe Life Inc. 4.6company rating

    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
    $65k-98k yearly est. 23d ago
  • Investment - Summer Internship 2026

    Globe Life Family of Companies 4.6company rating

    McKinney, TX jobs

    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!
    $65k-98k yearly est. 22d ago
  • LionTree - 2027 US Advisory Summer Analyst - SF

    Liontree 4.0company rating

    San Francisco, CA jobs

    : LionTree is a differentiated global investment and merchant banking firm focused on companies in the technology, media, telecom and consumer-related industries. LionTree was founded in 2012 and has offices in New York, San Francisco, and London to serve a global client base. LionTree has built a successful track record by leveraging its unique insights and relationships to assist clients across its integrated product set: Investment Banking Advisory, Public Markets / IPO Advisory and Merchant Banking Investments. Since our formation, LionTree has advised on over $850bn of deal volume across over 300+ transactions. LionTree represents clients ranging from large-cap leaders to emerging growth companies. Select notable transactions include: advising Naver on its $1.2bn acquisition of Poshmark, Take-Two Interactive on its $12.7bn acquisition of Zynga, The Athletic on its sale to the New York Times, MGM Studios on its $8.5bn sale to Amazon, WarnerMedia (AT&T) and Discovery's ~$140bn merger, Viacom on its $47bn merger with CBS, Pandora on its $3.5bn sale to SiriusXM, and Charter on its $78.7bn acquisition of Time Warner Cable. Program Description: LionTree offers an 11-week summer analyst program for rising seniors. As a summer analyst, you will be fully immersed in the day-to-day activities of our San Francisco office. The program is designed to provide a realistic view of our full-time Investment Banking Analyst Program. Upon completion of the program, Summer Analysts have the opportunity to receive full-time Analyst offers for a post-graduation start date. As a summer analyst, you will: Obtain a strong foundation in financial analysis through training from LionTree professionals as well as third-party providers Have the opportunity to work on live client assignments alongside LionTree deal teams Present financial and strategic analysis to the firm's leadership during your final project Attend orientation and firm events where you will learn about LionTree and the industry while meeting members of the firm globally Gain access to an invaluable peer network of interns, as well as senior firm leaders and other peers through an assigned mentorship team
    $98k-146k yearly est. Auto-Apply 42d ago
  • Investment Systems Support Intern

    Cambridge Associates 4.8company rating

    Arlington, TX jobs

    Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit **************************** Summary: Position Overview As an integral member of the Information Technology Group, the User Support Intern will be responsible for delivering first-class support and service to CA's institutional investor clients and internal staff, while also contributing to the continuous improvement of our IT support processes. Day-to-day tasks are dynamic and heavily focused on helping clients use and understand the products. The Intern must be comfortable thriving in an environment that requires autonomy and where unique challenges arise frequently. To be successful in this role, the Intern must possess excellent communication and problem-solving skills, demonstrate attention to detail, and have the ability to address requests expeditiously while fully embracing customer service excellence. Job Description: Job Responsibilities Deliver first-class customer service to our institutional investor clients and global internal staff. Support clients and internal users, serving as an expert on the Optica product line and its functionality. Prepare customized quarterly benchmark analyses for subscribing clients. Replicate software issues to diagnose and resolve incidents quickly. Work closely with CA colleagues to onboard and set up new platform users. Analyze current support workflows and procedures to identify areas where efficiency or user experience can be enhanced. Collaborate with team members to implement approved process changes, which may include updating documentation, training users, or configuring support tools. Required Qualifications Detail-oriented with a proactive approach to identifying and solving problems. Excellent written, verbal, interpersonal, and organizational skills. Proficient in Excel and comfortable with data manipulation and interpretation. Strong desire to serve users and resolve questions in a timely and efficient manner. Self-starter with the ability to work independently in a dynamic environment. Base salary range for this role: Pay Range Minimum: 0 Pay Range Maximum: 0 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity. The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
    $92k-125k yearly est. Auto-Apply 5d ago
  • Summer Analyst - Investments

    Healthpeak Properties 4.2company rating

    Irvine, CA jobs

    RESPONSIBILITIES Healthpeak's Summer Analyst Program offers ambitious undergraduate students a unique opportunity to gain hands-on experience within our Investments team. Over the course of 10 weeks, analysts will develop a strong foundation in life science, medical office, and senior housing real estate investing, financial modeling, valuation, and underwriting, with exposure to a wide range of institutional real estate transactions across acquisitions, dispositions, developments, redevelopments, and portfolio management. Summer Analysts will be fully integrated into the Investments team and will work alongside senior professionals who have backgrounds in real estate private equity, investment banking, and strategy. The program also includes structured training, mentorship, and the opportunity to contribute to real, high-impact investment decisions in the rapidly growing life science, medical office, and senior housing sectors. Responsibilities include, but are not limited to: Assisting in the evaluation and execution of new investment opportunities, including acquisitions, dispositions, developments, redevelopments, and structured transactions (e.g., joint ventures, preferred equity, real estate debt) Performing underwriting and cash flow analysis across a variety of deal types Building and refining financial models in Excel and Argus Supporting due diligence efforts and market research initiatives Preparing materials for internal investment committee meetings and presentations to senior leadership, including the Board of Directors Collaborating cross-functionally with asset management, development, legal, and finance teams Contributing to strategic special projects and portfolio reviews POSITION REQUIREMENTS A target start in June 2026, which will seek to align with candidates' academic calendar Current Juniors, graduating between December 2026 and June 2027, currently pursuing a Bachelor's degree from an accredited college or university Preferred majors include Business, Real Estate, Finance, Economics, Accounting, Mathematics or other fields or other majors/experience where the candidate can easily demonstrate quantitative analytical experience Working knowledge of Microsoft Office Suite (Word, PowerPoint, etc.) with an emphasis on knowledge and experience with Excel Strong written and oral communication skills, interpersonal skills, and ability to work with others Ability to manage multiple priorities in a fast-paced, dynamic environment Ability to travel to various property tours across the country Paid Internship - Non-Exempt - $30/hour
    $30 hourly Auto-Apply 60d+ ago
  • 2027 Summer Internship, Early Careers - Investment Banking (Houston)

    Wells Fargo 4.6company rating

    Houston, TX jobs

    **2027 Investment Banking Summer Analyst Program** **Invest in your tomorrow** Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. **Investment banking** Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers. **Program overview** This 10-week internship is designed for undergraduates graduating between December 2027 - June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback. **What to expect** The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include: + Supporting financial analysis and contributing to transaction execution + Conducting company and industry research + Assisting in the preparation of client materials and pitch presentations + Participating in diligence sessions, client meetings, and internal discussions + Collaborating with senior bankers across sectors and geographies You will receive ongoing coaching, mentorship, and feedback throughout the program to support your development. **Is this program right for you?** We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. **Required qualifications** + 6+ months of work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. **Desired qualifications** + Strong academic achievement + Bachelor's degree with expected graduation between December 2027 - June 2028 + Demonstrated interest in finance and financial markets + Strong analytical and communication skills + Proven ability to take on significant responsibility + Relevant internship experience + Ability to work effectively both independently and in teams + Proficiency in Microsoft Office (Excel, PowerPoint, Word) **Program Locations** Primary location is Houston, TX. **Pay Range** $53/hour Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. **Posting End Date:** 29 Apr 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-507805
    $53 hourly 22d ago
  • 2027 Summer Internship, Early Careers - Investment Banking (Houston)

    Wells Fargo Bank 4.6company rating

    Houston, TX jobs

    2027 Investment Banking Summer Analyst Program Invest in your tomorrow Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. Investment banking Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers. Program overview This 10-week internship is designed for undergraduates graduating between December 2027 - June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback. What to expect The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include: Supporting financial analysis and contributing to transaction execution Conducting company and industry research Assisting in the preparation of client materials and pitch presentations Participating in diligence sessions, client meetings, and internal discussions Collaborating with senior bankers across sectors and geographies You will receive ongoing coaching, mentorship, and feedback throughout the program to support your development. Is this program right for you? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required qualifications 6+ months of work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired qualifications Strong academic achievement Bachelor's degree with expected graduation between December 2027 - June 2028 Demonstrated interest in finance and financial markets Strong analytical and communication skills Proven ability to take on significant responsibility Relevant internship experience Ability to work effectively both independently and in teams Proficiency in Microsoft Office (Excel, PowerPoint, Word) Program Locations Primary location is Houston, TX. Pay Range $53/hour Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. Posting End Date: 29 Apr 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $53 hourly 17d ago
  • Financial Analyst Intern

    Fortive Corporation 4.1company rating

    Irvine, CA jobs

    The Advanced Sterilization Products (ASP), **_Global Leadership Development Program (GLDP) Internship,_** is a 10-week internship program designed for you to gain foundational business knowledge through hands-on, meaningful experiences. During the program, you will gain hands-on experience and learn various aspects of our global business. As a GLDP Intern you will lead a 10-week project to make an immediate, long-lasting impact on the business. The project will allow you to build on your technical and interpersonal skills by providing you with significant responsibility as well as exposure to experienced business leaders, mentors, and subject matter experts. This role will be primarily based on site at our headquarters in Irvine, CA. We recruit for the best candidates who have demonstrated leadership and have desire to grow in a high-energy, collaborative environment. You will learn how the Fortive Business System is used to shape strategy, focus execution, align our people, and create value for patients and customers around the world. Come join our winning team and support us in our mission to protect patients during their most critical moments! We are seeking a highly analytical Finance Intern to join us for Summer 2026! The ideal candidate will have: + Excellent data and analytical skills. + Experience using data to investigate problems and determine solutions. + Familiarity with BI tools such as Incorta, Tableau or Power BI. Comfortable using Microsoft excel. + Familiarity with company financial statements such as P&L, balance sheet, cash flow statement. + Excellent communication and interpersonal skills. + Curiosity to understand ASP's business and how business activities connect to company financial performance. **Qualifications:** + Currently pursuing a Bachelor's degree, graduating December 2026 or later. + GPA: 3.5 of 4.0 (preferred) + Finance, Business, or Accounting major preferred + Able to work in Irvine, CA for the summer **Fortive Corporation Overview** Fortive's essential technology makes the world safer and more productive. We accelerate transformation in high-impact fields like workplace safety, build environments, and healthcare. We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in healthcare sterilization, industrial safety, predictive maintenance, and other mission-critical solutions. We're a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to advanced technologies that help providers focus on exceptional patient care. We are a diverse team 10,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact. At Fortive, we believe in you. We believe in your potential-your ability to learn, grow, and make a difference. At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone. At Fortive, we believe in growth. We're honest about what's working and what isn't, and we never stop improving and innovating. Fortive: For you, for us, for growth. **About Advanced Sterilization Products** ASP is a leading global provider of innovative sterilization and disinfection solutions, and a pioneer of low-temperature hydrogen peroxide sterilization technology.ASP's mission is to protect patients during their most critical moments. We support healthcare facilities in the fight to protect patients against hospital acquired infections, which are a leading cause of morbidity and mortality. ASP's products, which are sold globally, include the STERRAD system for sterilizing instruments and the EVOTECH and ENDOCLENS systems for endoscope reprocessing and cleaning. We Are an Equal Opportunity Employer. Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com. **Pay Range** The salary range for this position (in local currency) is 41,600.00 - 83,200.00 The salary range for this position (in local currency) is 41,600.00 - 83,200.00 We are an Equal Opportunity Employer Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.
    $42k-52k yearly est. 33d ago
  • Financial Analyst Intern

    Fortive 4.1company rating

    Irvine, CA jobs

    The Advanced Sterilization Products (ASP), Global Leadership Development Program (GLDP) Internship, is a 10-week internship program designed for you to gain foundational business knowledge through hands-on, meaningful experiences. During the program, you will gain hands-on experience and learn various aspects of our global business. As a GLDP Intern you will lead a 10-week project to make an immediate, long-lasting impact on the business. The project will allow you to build on your technical and interpersonal skills by providing you with significant responsibility as well as exposure to experienced business leaders, mentors, and subject matter experts. This role will be primarily based on site at our headquarters in Irvine, CA. We recruit for the best candidates who have demonstrated leadership and have desire to grow in a high-energy, collaborative environment. You will learn how the Fortive Business System is used to shape strategy, focus execution, align our people, and create value for patients and customers around the world. Come join our winning team and support us in our mission to protect patients during their most critical moments! We are seeking a highly analytical Finance Intern to join us for Summer 2026! The ideal candidate will have: Excellent data and analytical skills. Experience using data to investigate problems and determine solutions. Familiarity with BI tools such as Incorta, Tableau or Power BI. Comfortable using Microsoft excel. Familiarity with company financial statements such as P&L, balance sheet, cash flow statement. Excellent communication and interpersonal skills. Curiosity to understand ASP's business and how business activities connect to company financial performance. Qualifications: Currently pursuing a Bachelor's degree, graduating December 2026 or later. GPA: 3.5 of 4.0 (preferred) Finance, Business, or Accounting major preferred Able to work in Irvine, CA for the summer
    $42k-52k yearly est. Auto-Apply 33d ago
  • Bank Internship

    Southeastern Bank 4.0company rating

    Brunswick, GA jobs

    Internship Description Southeastern Bank Internships are primarily for students between their junior and senior years of college, enrolled in a business oriented curriculum, such as finance, accounting, management or management information systems. Program details: A key part of this program is to facilitate hands-on experiences for business students. We are presenting these internships to students as a professional-level work experience that will prepare them for a career in banking. Internships may be rotational, with interns spending their time in multiple roles and departments, or focused on a specific role throughout the internship. Internships are available in various bank departments to include: Branch Operations, Deposit Operations, Credit/Loan Operations, Accounting and Compliance. The internships generally will be 10-15 weeks in duration beginning in May and ending in August. The internships will provide a paid opportunity to gain valuable work experience and possibly obtain academic credits toward graduation. Southeastern Bank is an Equal Opportunity Employer ************************ Requirements Eligibility Criteria for Bank Internship: Enrolled college junior or senior business majors with a 3.0 GPA or better. Excellent verbal and written communication skills. Highly developed interpersonal skills. Ability to work well in a team-based environment. Proficient computer and analytical skills. Ability to travel to different branch or department locations as needed. Ability to work 25-30 hours per week.
    $55k-84k yearly est. 48d ago
  • Investment banking intern / venture capital intern summer 2026

    First Analysis 3.6company rating

    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.
    $65k-97k yearly est. 28d ago
  • Investment banking intern / venture capital intern summer 2026

    First Analysis 3.6company rating

    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.
    $65k-97k yearly est. Auto-Apply 27d ago
  • Internship: Investment Solutions (Summer 2026)

    Wilshire 3.8company rating

    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
    $25 hourly 12d ago
  • Internship: Investment Solutions (Summer 2026)

    Wilshire 3.8company rating

    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
    $25 hourly 12d ago
  • Summer Analyst - SF

    Jordan Company 4.3company rating

    San Francisco, CA jobs

    Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies. 2026 Summer Analyst San Francisco, California Jordan Park's Summer Analyst Program is a 9-week experience that introduces participants to all facets of wealth management and financial services. Projects may span from researching various industries, developing financial tools, enhancing the client experience, and more. We have offices located in San Francisco, California, New York, New York, and Portsmouth, New Hampshire. Your Role Summer Analyst responsibilities include, but are not limited to: Engaging in macroeconomic research including but not limited to asset allocation, trade recommendations, pro forma analysis and/or wealth projections Collaborating with cross-functional teams to develop solutions that enhance client experience and improve firm processes Working closely with Financial Analysts on day-to-day activities such as client reporting and portfolio operational management Reviewing and preparing client-facing materials and administrative documentation Designing financial tools and resources for internal use Utilizing firm CRM software and other platforms to gather and organize client data Completing a case study that resembles a client situation About You Rising senior pursuing a bachelor's degree (graduating class of 2027) Available for the entire duration of the 9-week program starting June 15, 2026, to August 14, 2026 Proficient in Microsoft Office, especially Excel, PowerPoint, Word, and Outlook Ability to manage time effectively and meet deadlines Effective communicator with a broad range of stakeholders Strong attention to detail with excellent organizational skills Seek to understand how the smallest details fit into the “big picture” of our service to clients Discreet and professional in handling sensitive and confidential information Love taking on challenges and finding creative solutions; continue searching until you find the right answer Work well independently and as part of a team Motivated by helping others and contributing to a mission-driven firm Curious and eager to learn Resilient, resourceful, and adaptable in the face of challenges Additional Details Jordan Park is structured across four key business areas: Client Experience - strategic advice, engagement management, and daily client operations Investment Advisory - oversight of investment strategies and portfolio management Business Infrastructure - management of firmwide operations and business processes Jordan Park Trust Company - design and delivery of robust trust and estate planning solutions As a Summer Analyst, you will gain exposure to multiple areas of the business, including client service, investment management, impact investing, and operations. You'll work closely with professionals across the firm to complete high-impact projects and contribute to strategic initiatives. At the conclusion of the program, Summer Analysts may be offered a position in Jordan Park's two-year Analyst Program upon graduation. Top performers may be eligible for a third-year extension and the opportunity to build a long-term career at the firm. Summer Analysts are compensated at a rate of $40 per hour and are eligible for overtime. We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities. Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records. For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice Jordan Park is an SEC-registered investment adviser (RIA).
    $40 hourly Auto-Apply 4d ago
  • Investment Services Intern

    Cefcu 4.1company rating

    Peoria, IL jobs

    Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU! CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team! Summary Pay Range The pay for this position is $19.00 per hour Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU. Benefits Financial Defined Contribution Plan - 401K Health and Welfare Ability to earn paid time off (Personal Time) Additional Benefits Opportunities to help improve and build the CEFCU of tomorrow through process teams Opportunities to personally contribute to corporate financial literacy and community initiatives Casual days to support local charities On-site fitness center, fitness classes, and wellness program Interns are not eligible for CEFCU-sponsored benefits, other than those required by local, state, and/or federal law. It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
    $19 hourly Auto-Apply 14d ago
  • 2026 Summer Intern - Finance & Accounting Analyst

    Pacific Investment Management Co 4.9company rating

    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.
    $34.6 hourly Auto-Apply 60d+ ago

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