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  • Finance Analyst Intern

    Qabas | Consulting & Training

    Remote Credit Analyst Internship Job

    Qabas is a leading consulting firm in North Africa, specialising in operations, risk, strategy and training. Based in Tripoli, Libya, we are dedicated to helping our clients navigate an increasingly dynamic and globalised landscape. Our portfolio includes partnerships with reputable national firms as well as Fortune 500 corporations, underscoring our commitment to excellence and sustainable success. Role Description We invite aspiring professionals to join us in an internship that offers extensive exposure to financial analysis, business analysis and market intelligence. Working remotely, you will be involved in tasks such as: Analysing industry trends and assessing financial statements to extract actionable insights. Developing strategic recommendations to support business growth initiatives. Engaging in comprehensive reviews of business processes and contributing to operational improvements. Observing consultative methodologies that underpin our clients' successes. Qualifications We are seeking candidates who demonstrate: Strong financial planning and finance skills, coupled with analytical acumen. Proficiency in interpreting financial statements and executing detailed financial reporting. A keen eye for detail and excellent organisational abilities. Adaptability and efficiency in a remote working environment. Familiarity with financial analysis tools and software. Currently pursuing a degree in Finance, Accounting or a related field. Additional Information Please note: This internship is unpaid and requires a maximum commitment of up to 10 hours per week. In recognition of your dedication, we will offer comprehensive training, advice and mentorship to support your future career.
    $37k-55k yearly est. 1d ago
  • Wisconsin Care Management Intern (Healthcare Services) (Remote - must reside in Wisconsin)

    Molina Healthcare 4.4company rating

    Remote Credit Analyst Internship Job

    The Molina Healthcare Internship Program shares an objective to create a steppingstone for students who aim to be professionals and future leaders in the healthcare business profession. Interns are assigned special projects and various other duties that are intended to provide them with valuable professional work experience and industry insight. The purpose of an internship is to develop talent by providing students with experiential learning, formal training and opportunities to interact with healthcare professionals and community leaders. Interns will perform meaningful work alongside talented professionals, gaining insight to Molinas culture, Mission and Values. KNOWLEDGE, SKILLS & ABILITIES Healthcare Services (HCS) Wisconsin LTSS Learn Molina LTSS (long term care services and supports) business and the customers we serve in Wisconsin Learn our care management platform, SharePoint, and corresponding business processes the platform supports Work closely with a team of Care Management, Utilization management and Specialty Consult leaders Learn about the importance of integrated care from a member experience perspective Experience member visits, including assessment, screening and care planning process Assist with review and updating of training materials, research new topics all LTSS services, including self-direction and competitive employment Support and assist with cost of care initiatives Preferred Experience Must possess clear and professional written, verbal and interpersonal communication skills Strong work ethic, self-motivated and ability to develop relationships Good time management, organizational and interpersonal skills required Computer experience including MS Word, Excel, Outlook and PowerPoint and experience with internet research. Excellent critical thinking/problem solving skills Ability to handle confidential information Ability to maintain confidentiality and to comply with Health Insurance Portability and Accountability Act (HIPAA) REQUIRED EDUCATION: Candidate must currently be enrolled in an undergraduate program as a current freshman or sophomore with a minimum GPA of 3.0 or higher and pursuing a Bachelor's degree within the health care services, nursing, human services, nursing or public health areas. Candidate must possess unrestricted authorization to work in the United States. #PJCorp #LI-AC1 #HTF Pay Range: $9.25 - $18.05 / HOURLY *Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. RequiredPreferredJob Industries Healthcare
    $9.3-18.1 hourly 36d ago
  • Investment Banking Associate

    Veritas Partners 4.5company rating

    Remote Credit Analyst Internship Job

    Investment Banking Associate - Leveraged Finance Portfolio Management Bethesda, MD (Hybrid) This Investment Banking Associate, Leveraged Finance Portfolio Manager position is a newly created opportunity within a leading specialty finance investment bank and commercial lender. With over $50 billion in capital committed this group provides financial solutions for acquisitions, growth capital, leveraged buyouts, and refinancing to meet the needs of private equity and middle-market companies. This individual will join a team of industry professionals and will support underwriting, management of existing investment activity, capital markets, and strategic relationships with portfolio companies. Based out of the companies primary headquarters in Chevy Chase, MD this position will offer a hybrid work from home/office schedule, a base salary in the $125,000 range, a 20%-30% annual bonus, full benefits, and excellent career mobility. This is an unique opportunity for candidates with 2 or more years professional experience within investment banking, public accounting deal/transactions, leveraged lending, or private equity experience to pivot into one of the regions premiere financial services firm. Candidates who meet the below criteria and functional interest are encouraged to apply for immediate consideration. Job Description Prepare investment memos, build financial models, and perform in-depth financial analysis on a regular basis. Underwrite and/or manage existing investment activity and maintain relationships with portfolio companies. Gain exposure to all areas of the business, including the financing process, syndication and capital markets activity, and legal document negotiation. Frequent interact with clients and senior management on financial strategy and performance of underlying investments, evaluate opportunities and make supported, well-informed investment recommendations. Requirements 2-4 years of professional experience within investment banking, public accounting deal/transactions, leveraged lending, or private equity Bachelor degree in accounting, finance, or related fields of study. A strong quantitative and analytical background. Knowledge of and experience with basic accounting and financial principles is required. Excellent oral and written communication skills.
    $125k yearly 9d ago
  • Financial Advisor

    Equitable Advisors

    Remote Credit Analyst Internship Job

    With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Wealth Management Associate. In that role, you will: Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives Build and maintain a client base, keep client plans up-to-date and acquire new clients on an ongoing basis Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services including life insurance, annuities, and investment options (including both Equitable-manufactured products and other products available through our open-infrastructure platform) What it takes to be an Equitable Advisors' Wealth Management Associate With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment. A four-year college degree is preferred but not required You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Note -- applicants must be authorized to work in the United States. Benefits of working with us Compensation you control and a complete benefits package Personalized and comprehensive training and support in all areas important to building your business Sponsorship as well as coaching to obtain the licensing required for hire Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus Ability to work jointly with senior joint-work partners and to be coached by top performers Advancement and management opportunities A work-life balance and access to a full suite of remote-work technology solutions To get started as a Wealth Management Associate, Equitable Advisors will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to provide the skills and tools you need for the opportunity to succeed. Our training program consists of training across numerous areas: client management skills, sales skills, market development, product knowledge, technology systems and core practice management systems. Securities offered through Equitable Advisors, LLC (NY, NY ***************, member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V. GE-3702612(8/21)(Exp.8/23)
    $83k-150k yearly est. 14d ago
  • Financial Advisor

    Procyon Partners

    Remote Credit Analyst Internship Job

    Experienced Financial AdvisorAbout the job As an experienced financial advisor with existing client practice, you already know the job. Take care of your clients but you are looking for a better home to do so. Perhaps you realize the wirehouse business model faces challenges, or maybe you are at an RIA not fulfilling its promises to help you grow, or perhaps you are a solo advisor looking for a solution for your upcoming retirement or a solo practitioner running up against too many hats. We're glad you are considering Procyon a firm built by advisors for advisors. Procyon Partners is a vibrant growing Registered Investment Advisor (RIA) firm with both individuals as well as institutional retirement plans as clients. As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth. We have demonstrated a history of helping new advisors grow by 50% in the first two years. Less back office - focus more of your time on what you do best -maintaining your client relationships and developing new clients. Our financial planning, Investment, client service, and business services teams will work collaboratively with you to remove non-essential tasks from your plate while you retain full control. The Procyon Way implemented through our CRM makes operations run smoothly. More Prospects- our dedicated FA coach will help you fine tune your marketing niche and provide ongoing coaching to help you reach your full potential. Out in house marketing team and multi-pronged prospecting program will help fill your pipeline. Robust verticals to fully serve clients- tax preparation and advice, trust services, risk management, institutional consulting to retirement plans, inhouse employee benefits team, and dedicated specialists all allow you to say YES when a client asks if you can help. Independent fiduciary- we're built for advisors to do what they do best. Our advisors fully own their legacy clients and compelling economics, and growth make sense. The potential for firm equity in a rapidly growing enterprise is attractive for some advisors. Procyon's mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. Ideal candidates will reflect our firm's personality traits, which are: Passionate - We show up with energy & enthusiasm every day. Driven - We work tirelessly to achieve exceptional outcomes. Approachable - We always make sure people feel welcome. Candid - We tell it like it is in language you will understand. Caring - We have your back. What's Required § Minimum Three years advisory experience. Could be an RIA, Wire house or other firm. § Clean compliance history § Existing client practice you can transition § Related professional certification(s) a plus - CFP etc. § Custody at Charles Schwab or Fidelity Locations- ideally located east of the Mississippi. We have several existing physical offices but 100% remote is acceptable for the right advisor. We currently have two larger offices in Shelton CT and Melville NY and smaller offices in Manhattan NY, Fulton MD, Virginia Beach VA, and Knoxville TN. Next Steps Apply here and we'll be in touch to discuss.
    $83k-150k yearly est. 12d ago
  • Financial Advisor Development Program

    Northwestern Mutual 4.5company rating

    Remote Credit Analyst Internship Job

    Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Financial Planning - Asset & Income Protection - Education Funding - Insurance Planning - Investment & Advisory Services - Trust Services - Retirement Solutions - Planning for Business owners Why NM in San Antonio? In San Antonio there is a huge opportunity for growth within Northwestern Mutual. In most major cities, Northwestern Mutual has a 8-10% market share in it's target client market. In San Antonio, NM is currently at less than 1%. Which leads to a MASSIVE opportunity for growth and to be able to make a impact on a community who needs our help! Leadership Growth Opportunities in San Antonio: Once you lead by example and have success as an advisor, there is a massive opportunity in San Antonio to build a team or advisors to develop under your guidance! There are currently around 30 advisors in San Antonio with our firm, but the market data says we should have over 300 advisors. So much opportunity for those with leadership aspirations! As a Northwestern Mutual Financial Representative/Planner: 1. Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. 2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. NM will pay for additional education related to financial planning. 3. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations. 4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits · Commission structure to support early development · Recurring income stream · Bonus programs and expense allowances · Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP , and more · Retirement Package and Pension Plan · Medical, Dental, Vision, Life Insurance and Disability Income Insurance · Family Planning You could be right for this opportunity if you have · Entrepreneurial ambitions · History of success in sales, athletics, military, client services, or client-facing roles · Excellent time-management skills · Desire for continuous learning and more than just a 9-5 role · Legal authorization to work in the US Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: · #90, Fortune 100 company (2022) · Forbes' Best Employers for Diversity (2018-2020) · Top 5 US Independent Broker-Dealers1 · #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) · $224 billion3 (retail investment client assets held or managed) _____________ Job Type: Full-time When you retire from the firm, you get to sell your book of business as well! Benefits: Employer funded pension AND deferred compensation plan Dental insurance Health insurance Life insurance Parental leave Disability insurance Vision insurance Matching gift program Tuition reimbursement Many other benefits on top of these as well Physical setting: Primarily in the office, with the ability to work remotely once established Schedule: Monday to Friday(you can work on weekends if you want to) Education: Bachelor's (Required) Ability to Commute: San Antonio, TX (Required) Work Location: In person
    $58k-103k yearly est. 16d ago
  • Entry Level Financial Advisor

    Lemnis Capital

    Remote Credit Analyst Internship Job

    At Lemnis Capital, in alliance with Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our LC Elite Program is an established management track designed to help accelerate your success as a Financial Advisor. After completing the necessary requirements of an Equitable Advisors Financial Professional, you have the opportunity to join the 2-year management track and be on the path to becoming a vice president or district manager for the affiliated broker dealer Equitable Advisors LLC. Equitable Advisors' training systems are designed to provide you with the skills and tools you need to succeed: Development sessions Advanced coaching from peers, managers and executive leadership Leadership development school Professional Selling skills Leadership meetings Responsibilities Demonstrates a high level of proficiency in their role as a Financial Professional Exemplifies the successful financial professional profile by maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy Ensuring compliance oversight and supervision Recruiting and selecting new financial sales professionals and supporting their development through training, coaching and joint-work opportunities, fostering relationships with existing experienced financial professionals Requirements With a wide range of successful financial professionals, prior educational focus and professional background does not necessarily dictate success. We see success with people directly out of college, frustrated professionals looking to begin new career opportunities and those already in the financial services industry seeking a more comprehensive platform. We also seek and develop people of all backgrounds built on our proud history and focus of developing diverse talent and enabling an inclusive work environment. A four-year college degree is preferred but not required You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus) Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Note -- applicants must be authorized to work in the United States. Benefits Compensation you control and a complete benefits package Personalized and comprehensive training and support in all areas important to building your business Sponsorship as well as coaching to obtain the licensing required for hire Ability to focus in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus Ability to work jointly with senior joint-work partners and to be coached by top performers Advancement and management opportunities A work-life balance and access to a full suite of remote-work technology solutions If you are looking to expand your scope of impact with the support of a leading financial services firm, let's connect! The opportunity is that of a Financial Professional with Equitable Advisors, LLC and Equitable Network, LLC. Securities offered through Equitable Advisors, LLC (NY, NY *************, member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Lemnis Capital is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE-7040032.1(10/24)(Exp.10/26)
    $42k-85k yearly est. 10d ago
  • Financial Advisor

    Equitable 4.8company rating

    Remote Credit Analyst Internship Job

    Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime. Our people Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve. · We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment · Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit · Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women's Network and “Equitable Excellence” providing 200 college scholarships annually · Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves Training and support To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA registration requirements as well as help you navigate state licensing needs. Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience. Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP ) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School. Benefits and compensation Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”). Equitable Advisors' strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients. Equitable Advisors, LLC, (NY, NY ************* member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 5929421.1 (9/23)(Exp.9/25) skills
    $60k-101k yearly est. 13d ago
  • Financial Advisor Associate

    Stefani Goldman

    Remote Credit Analyst Internship Job

    Are you ready for a new opportunity or a career in financial services where you experience growth and transfer your experience to a fulfilling career and business? You will be provided the tools and mentorship to excel as financial services professional. You will be part of a high achievement and supportive team. We are looking for credible and passionate individuals across the country who enjoy helping others achieve their financial goals. The ideal candidate is self-motivated, dedicated to success, enjoys a team environment and helping others and appreciates a full, but flexible schedule. We are based in Los Angeles, CA. You will work 100% remotely. You will gain financial advisory skills through a specific, proven on-boarding process and will quickly apply your skills to build business, generate clients, meet with clients, and deliver wholistic consultative financial advice. This is an opportunity to learn this business, expand your industry experience and earn income with sustainable growth potential. We work as fiduciaries in an open architecture structure of financial services and products including national highly rated providers. We are backed by a Fortune Global 500 company with $500 billion assets under management. Financial Planning & Activities · New client generation utilizing traditional and digital channels · Meet with new clients to determine goals · Utilize financial illustration software and formulate wholistic solutions. · Deliver a personalized financial plan · Communicate with clients · Develop leadership skills · Business expansion in all states · Deepen knowledge and skills Candidate characteristics · Passion for financial security · Care about people · Creative excellence · Team building · Commitment to learning, professional and personal growth · Strong communication skills · College degree plus 2+ years' work experience · Twin career possibility · Self-driven and entrepreneurial · Team player, leadership and coachable · Candidates with prior experience that have demonstrated success in the role: entrepreneurs, business owners, return from career-break, athletes, real estate, military, life insurance, series 65, recruiters, accounting, CPA, sales, legal, return to financial career, nurses, customer service, remote work, teachers, professionals, ambitious care givers, career growth minded, public speakers, non-profit, financial services, travel agents, hospitality. · Licenses/ Required: Life, Health Insurance License (already licensed preferred) or obtain within 21 days. · Legally able to work in the United States, citizen, work permit with SSN · Must pass background check and obtain required licenses and CE certificates · This role is offered 100% remote nationwide. Actively seeking candidates in: Los Angeles, California, Hawaii, Arizona, Texas, Tennessee, Alabama, New Jersey, Georgia, Florida, North Carolina, Washington, Philadelphia PA, · Compensation: Commission pay, bonus pay and residual income. The right business minded individuals earn income of $65,000- $134,000 We support a diverse workforce, Equal Opportunity for all and do not discriminate against individuals based on race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
    $65k-134k yearly 13d ago
  • Experienced Financial Advisor

    First American Asset Advisory, LLC

    Remote Credit Analyst Internship Job

    Join Our Team as an Established Investment Advisor Representative West Palm Beach FL! And grow your business to new heights! Are you an experienced Investment Advisor Representative with a thriving book of business? We want you to be part of our growing team! What We Offer: High Payouts: Enjoy industry-leading commission structures that truly reward your success and hard work. Client-Centric Culture: Join a firm dedicated to putting clients first, teaching and enabling you to build long-lasting relationships and elevate their financial journeys. No proprietary product, no minimums and no quotas. Professional Environment: Work in a dynamic and collaborative setting that values professionalism, integrity, and client relationships. Grow your business with motivated 30+ year Financial Advisors. Comprehensive Resources: Access cutting-edge tools, ongoing training, and support to enhance your client services and drive growth. Shared success environment. Work Locations: Work from home, our offices or an office of your choice. If you're ready to take your career to the next level in a supportive and rewarding environment, let's connect! Apply Now to explore this exciting opportunity in West Palm Beach FL! Seamlessly transition your existing client base and elevate your practice. Join First American Asset Advisory, LLC. (FAAA), a leading wealth management firm, and leverage our robust platform to seamlessly manage your book of business while accessing unparalleled growth opportunities. Contact us today to discuss your customized transition plan. Call us today at ************ or email ********************.
    $49k-97k yearly est. 9d ago
  • Financial Advisor

    Greenspring Advisors

    Remote Credit Analyst Internship Job

    *** At Greenspring, our Core Purpose is to “improve lives by helping people make better decisions for themselves and those who depend on them” and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to: Own Your Future with defined career paths and tools, coaching and support to help you create the future you want Be Part of a Great Culture where you'll be a part of a team of people who are committed to each other's success Make a Lasting Impact on the lives of our clients and through the camaraderie of working for a common goal with your peers The Financial Advisor is an entry-level position that will work within our Private Client Group, supporting their assigned Advisor Team. The individual will spend most of their time attending and observing meetings and completed and/or delegating workload to client service and financial planning specialists, while learning how to communicate financial planning principals to new and existing clients and building relationships. This role is critical to setting and maintaining high service standards for the firm, creating positive client experiences, and for fostering a culture of teamwork and collaboration. Responsibilities Attend initial prospective client meetings and help with onboarding new clients into the firm Assist in the execution of client-service and operational tasks Work directly with the Financial Planning team to determine the best investment strategy for clients based on risk tolerance and goals Under the guidance of the Lead Advisors, learn how to assess clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies Prepare, present, and advise in client meetings (once licensed), then delegating follow up tasks to the appropriate department Specific Measures of Success Responsive to requests and resolves open tasks and inquiries Proactively eliminates obstacles before they become issues Demonstrates efficiency by leveraging firm resources and tools High degree of pride in the accuracy and quality of your work product Builds new relationships with prospects and centers of influence Industry/Business Experience 1-2 years of business experience is preferred Education Bachelor's degree required. Degree in Financial Planning, Finance, Economics, Accounting, or related field preferred. Skills and Knowledge Base level of understanding a variety of the financial planning concepts, practices, and procedures Highly relational with clients and teammates Focused on client needs and customer service at all times A self-starter who is entrepreneurial, assertive, proactive, and independent A team player with good interpersonal skills and the ability to work collaboratively across departments Excellent oral and written communication skills Demonstrated problem-solving abilities Ability to excel in a fast-paced, changing environment Expert in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Salesforce, Tamarac, MoneyGuidePro, and Morningstar a major plus. Requirements/Additional Information Start base salary range: $60,000-$70,000, with opportunity to earn a discretionary annual bonus up to 10% of earnings The Financial Associate will be expected to obtain their Series 65 license within the first 6 months on the job. Within 2 years in the role, they should work towards obtaining their CERTIFIED FINANCIAL PLANNER™ designation. The first 90 days of employment will include an onboarding/training program After the first 90 days and with manager's approval, the Candidate may be eligible to work from home for a specified number of days per month Some periodic travel to company HQ and client meetings should be expected Greenspring is consistently ranked as one of the country's leading independent advisory firms. We look to hire talented individuals with leadership potential, integrity, a sharp analytical mind, creativity, and the ability to work interdependently with others. We offer a competitive compensation package including: Health, Dental, and Vision Insurance Offered Health Savings Accounts 401(k) Plan with employer match and discretionary profit-sharing contributions Paid Leave & Vacation Allowance Paid Short-Term and Long-Term Disability Insurance Paid Group Life Insurance Free financial planning and investment management services Eligibility for GREEN Units (equity compensation) after 2 years with the firm Annual professional development stipend for continuing education, courses, conference attendance, etc. Cellphone Usage Reimbursement Matching Gifts Program Stand-up desks, dual computer monitors, monthly social events, and volunteer hours
    $60k-70k yearly 14d ago
  • Financial Advisor

    Magnolia Wealth Strategies, a Massmutual Firm

    Remote Credit Analyst Internship Job

    Magnolia Wealth Strategies is a holistic financial guidance firm that offers a full range of financial solutions for individuals, families, and businesses. The firm aims to help people secure their future, protect their loved ones, and make a positive impact in the communities where they operate. With a diverse team of over 100 financial professionals, Magnolia Wealth Strategies has the experience and knowledge to provide customized solutions to help clients prepare for their future. This is a hybrid role, candidate must be located in Louisiana, Mississippi, Alabama and Florida, or be willing to relocate. This is an opportunity to own your business, grow your own practice and scale how you want to scale. Role Description This is a full-time financial advisor role at Magnolia Wealth Strategies located in, Baton Rouge, Lafayette, New Orleans/Metairie, Mobile, AL and Pensacola, FL, with some work from home flexibility. The role will involve day-to-day financial planning, analytical tasks, finance-related activities, financial reporting, and effective communication with clients and team members. This is a commission based role, with Benefit's. Qualifications Financial Planning and Finance skills Analytical Skills Strong Communication abilities Experience in Financial Reporting Bachelor's degree in Finance, Accounting, Economics, or related field Professional certification (e.g., CFP, CFA) is a plus
    $44k-89k yearly est. 16d ago
  • Freelance Accounting, Tax, Financial Advisers

    Advaceqt

    Remote Credit Analyst Internship Job

    Freelance Accounting, Tax, financial adviser and consultants services online. All services are remote on a freelancer online platform for open vendor hire. Training is available, must have a fully functional smart phone and lap top or desk top computer to perform work.
    $49k-94k yearly est. 9d ago
  • Junior Financial Analyst Intern

    Spectrio 3.8company rating

    Remote Credit Analyst Internship Job

    Requirements Must be enrolled in or recently graduated from a 4-year university majoring in Finance, Business, Accounting, or a related field. Proficiency in NetSuite, Excel, and Google Suite. Strong analytical and problem-solving skills. Excellent attention to detail and organizational skills. Ability to work independently and as part of a team. Strong written and verbal communication skills. * This role offers remote flexibility and invites external candidates located in the Southeastern United States, encompassing Florida, North Carolina, and Texas to apply. Spectrio offers a wide range of benefits for our team members, including Medical, Dental, Vision, Paid Parental Leave, 401k, HSA, FSA, Dependent Care FSA, Short and Long Term Disability, Life Insurance, EAP, Paid Time Off, Paid Sick Time, Paid Holidays, and Education Reimbursement. Spectrio is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to, and will not be discriminated against based on age, race, gender, color, religion, creed, marital status, pregnancy, disability, national origin, sexual orientation, gender identity, veteran status, or any other protected category.
    $36k-51k yearly est. 9d ago
  • Affordable Housing and Financial Analyst Intern

    Dominion Due Diligence Group

    Remote Credit Analyst Internship Job

    Dominion Due Diligence Group (D3G) is seeking an Affordable Housing and Financial Analyst Intern to join the Housing Preservation Services team. If you are looking for an internship for a semester, summer or both, this position will provide flexibility based upon your academic workload. This position requires between 15-35 hours per week, depending on academic workload and business needs of the company. You will learn hands-on fundamentals of building or refinancing affordable housing and the key steps in affordable housing development, especially through all due diligence stages from feasibility, environmental compliance, zoning, governmental approvals, budgeting, cost estimation and financial underwriting. Put classroom theory into action while building technical skills and vocabulary to solve our nation's housing shortage. Gain experience in providing strategic consulting services to Public Housing Authorities (PHAs) and affordable housing developers for transactions involving U.S Department of Housing and Urban Development (HUD) Rental Assistance Demonstration (RAD) Program conversions and/or Special Application Center (SAC) conversions to optimize the repositioning and preservation of affordable housing throughout the United States. Develop an understanding of Section 42, the Low-Income Housing Tax Credit (LIHTC) program, and its impact on financing affordable housing. D3G has an office and staff in Muncie, IN, where the selected candidate can work, along with the opportunity to work from home. Duties (and other duties may be assigned as required): Under close supervision, perform analysis based on information collected from PHAs, including site characteristics, financial data and rehabilitation/redevelopment requirements, to determine the feasibility of repositioning single properties or an entire portfolio of properties. Develop rent schedule scenerios, development budgets, tax credit basis calculations and debt structures by researching and applying underwriting assumptions. Assist in creating strategies for each PHA client by assessing their long-term goals and mission; consider the impact on residents and the organization overall. Communicate the strategy through written reports, visual charts, and presentations. Research best practices within each state for financing and development incentives, including researching LIHTC Qualified Allocation Plans, gap financing opportunities, and other emerging opportunities, including energy efficiency incentives. Identify and communicate potential barriers to repositioning. Take an active role in writing, editing, and organizing Section 18 SAC and RAD Financing Plan submission requirements. Create reporting templates. Working Conditions: Work primarily in an indoor office environment and from a home office. Direct Reports: None Requirements Qualifications: Educational experience and strong interest in finance, real estate, affordable housing, community development, or public policy Currently enrolled in an undergraduate or graduate degree program Strong communication skills Excellent problem-solving and analytical skills Proficiency in Microsoft Office Suite, particularly Excel Self-motivated and reliable
    $26k-38k yearly est. 28d ago
  • (2026 Bachelor's/Master's graduates) Accounting/Business/Finance Consulting Analyst/Associate Intern

    CRA International, Inc. 3.8company rating

    Remote Credit Analyst Internship Job

    If your background is in Accounting, Business, or Finance, learn more about internship opportunities at Charles River Associates! About Charles River Associates Charles River Associates is a leading global consulting firm that provides economic, financial, and business management expertise to major law firms, corporations, and governments around the world. CRA advises clients on economic and financial matters pertaining to litigation and regulatory proceedings, and guides corporations through critical business strategy and performance-related issues. Since 1965, clients have engaged CRA for its combination of industry experience and rigorous, fact-based analysis that provide clients with clear, implementable solutions to complex business concerns. Practices seeking to hire candidates with this profile include (hiring locations listed): * Finance (Chicago) * Our Finance experts work on valuation issues (shareholder class actions and other corporate valuation disputes), as well as matters focused on the functioning of financial markets and institutions (alleged market manipulation and insider trading). * Forensic Services (Boston, Chicago) * Our Forensic Services practice uses cross-trained forensic professionals to assist companies and their counsel in independently responding to allegations of fraud, waste, abuse, misconduct, and non-compliance. Learn more about our work by reviewing our Services and Industries on our website. Position Overview Our Summer Analyst/Associate Internship program mirrors the analyst experience to give you an understanding of our business and experience project work at Charles River Associates. Throughout the 8-10 week program, Analyst/Associate Interns work alongside senior colleagues to deliver live client consulting projects within the practice area. Along the way, you'll benefit from professional development and wellness support programs, social events to connect you with peers and a collegial work environment. Successful interns will be offered a full-time position following graduation. During the internship program, you may work on many aspects of a project: * Work alongside, and in a collaborative environment with, talented and diverse colleagues, including PhD-trained economists, finance and accounting professionals (CFAs and CPAs), and valuation experts; * Conduct economic and industry research while analyzing client materials to build an understanding of a case's issues; * Perform/develop financial and economic analyses or valuation models to support case theories and present those results to colleagues and clients; * Program, build models, and perform regression analyses using languages such as Excel, Stata, R, Python, SQL, or SAS; * Investigate accounting irregularities and respond to allegations of fraud, misconduct, waste, and abuse; * Use your accounting and financial skills to prepare analyses of financial data, including financial models, for litigation and expert reports and testimony; * Investigate and analyze financial evidence, including financial records and transactions, to identify trends and anomalies, and clearly and concisely organize and summarize your findings; * Leverage your database skills to effectively analyze large data sets; * Communicate with team members, clients, and other professionals, to share investigative and analytical findings, and assist with the drafting of written reports to summarize procedures performed and findings. Check out our blog about a typical day at CRA and how you can make an impact! Desired Qualifications * Bachelor's or Master's degree candidates graduating in December 2025/Summer 2026 with an academic focus in Accounting, Business, Finance, or a related area; * Solid working knowledge of finance, accounting, and economic methodologies; * Command of a broad range of research and quantitative analysis skills (including strong Excel skills); * Familiarity with generally accepted accounting principles, corporate governance, and regulatory environments; * Experience in gathering, standardizing, and analyzing voluminous transactional data; * Experience in data analysis and intelligence gathering, including querying and mining large data sets to discover transaction patterns, examining financial data, and filtering for targeted information; * Curious and analytical thinkers who bring creative approaches to non-standard problems; * Effective written and oral communication skills; * Demonstrated high level of initiative and leadership; * Strong teamwork and collaboration capabilities; * Excellent time management and task prioritization skills; * Clear and demonstrated interest in consulting through coursework, work experience, activities, or attendance at CRA recruiting events. To Apply To be considered for a position in the United States, we require the following: * Resume - please include current address, personal email and telephone number; * Cover letter - please describe your interest in CRA and how this role matches your goals. Also, please note if you have interest in a particular practice and/or a location preference; * Transcript - may be unofficial. If you are interested in applying for one of our international locations, please visit our Careers site to view and apply for available jobs. Please also note that candidate resume review will commence later in the fall semester, and continue on a rolling basis until positions are filled. Career Growth and Benefits * CRA's robust skills development programs, including a commitment to offering 100 hours of training annually through formal and informal programs, encourage you to thrive as an individual and team member. Beginning with research and analysis skill building, training continues with technical training, presentation skills, internal seminars, and career mentoring and performance coaching from an assigned senior colleague. Additional leadership and collaboration opportunities exist through internal firm development activities. * We offer a comprehensive total rewards program including a superior benefits package, wellness programming to support physical, mental, emotional and financial well-being, and in-house immigration support for foreign nationals and international business travelers. Work Location Flexibility CRA creates a work environment that enables our colleagues to benefit from being together in the office to best deliver on our promise of career growth, mentorship and inclusivity. At the same time, we recognize that individuals realize a range of benefits when working from home periodically. We currently ask that individuals spend 3 to 4 days a week on average working in the office (which may include traveling to another CRA office or to a client's location), with specific days determined in coordination with your practice or team. At certain times of the year (e.g. holiday periods), additional remote work options are offered to those whose work commitments permit it, although our offices remain open for those who choose or need to be there. Our Commitment to Equal Employment Opportunity Charles River Associates is an equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, status as a protected veteran, or any other protected characteristic under applicable law. The city of New York, the District of Columbia, and the state of California require CRA to include a good-faith estimate of the wage range for this role. This range is specific to individuals applying to work in our New York, California, and Washington DC offices and considers several factors including but not limited to experience, education level, and expertise. A good-faith estimate of the base wage range for this role is $30 - $36 per hour; actual total compensation may also include benefits and bonus.
    $30-36 hourly 60d+ ago
  • Finance and Operations Analyst Intern (Summer 2025)

    LMI 3.9company rating

    Remote Credit Analyst Internship Job

    At LMI, we're reimagining the path from insight to outcome at The New Speed of Possible™. Combining a legacy of over 60 years of federal expertise with our innovation ecosystem, we minimize time to value and accelerate mission success. We energize the brightest minds with emerging technologies to inspire creative solutioning and push the boundaries of capability. LMI advances the pace of progress, enabling our customers to thrive while adapting to evolving mission needs. Our existing operational framework accommodates remote work with the ability to work onsite in Tysons, VA as needed. Responsibilities Support LMI's ARDAP Program Management Team in organizing documents in structured share point site; establishing file naming conventions; review, refine, and create standard operating procedures (SOPs), and establish briefing and reporting templates. Conduct research and provide findings in support of program's needs. Identify opportunities for continuous process improvement. Support the development and coordination of briefing packages and program newsletters Be an integral member of a program management team and, in successive rotations, accept increasing responsibility. Qualifications Clearance: Not required, but preferred Secret Must be a candidate for an undergraduate or graduate degree in business administration, finance, corporate communication, economics, or a related major. Must be a student enrolled at university. Availability to work full-time for at least 10-12 weeks starting June 2025 Must have a 3.0 GPA or better. Strong skills with Excel and Powerpoint Strong written and verbal communication skills, including the ability to compose and write a variety of internal and external documents, reports, and presentations. Strong interpersonal and listening skills required, with ability to develop and maintain professional relationships within LMI and with its clients. Strong problem solving, time-management, and organizational skills. Strong planning skills and the ability to coordinate and prioritize assignments with minimum supervision. Must be self-directed and detail oriented in completing assigned tasks and projects. Other Information: All intern positions at LMI are paid positions.
    $30k-46k yearly est. 25d ago
  • Financial Analyst Intern (Athens-Remote)

    Token Metrics

    Remote Credit Analyst Internship Job

    Token Metrics is looking for a Financial Analyst intern to join our team. You will spend your day analyzing huge amounts of financial data and preparing various accounting and financial reports. To excel in this role, you need proven knowledge of various financial forecasting and corporate finance models. The duration of the Token Metrics internship program is 3 months. It is an evaluative unpaid internship with the possibility of return offers, depending on the company's needs. ResponsibilitiesAnalyzing financial data.Researching macroeconomic and microeconomic conditions.Preparing accounting and other required reports and projections based on the analysis performed.Evaluating capital expenditures and asset depreciation.Establishing and evaluating records, statements, and profit plans.Identifying financial performance trends and financial risk, and making recommendations.Providing recommendations for improvement based on trends.Coordinating with other members of the finance team, such as a risk analyst when required to review financial information and forecasts.Providing financial models and making financial forecasts. RequirementsKnowledge of US Generally Accepted Accounting PrinciplesBachelor's degree in business, accounting, finance, economics, or related field.Proven experience in the financial industry.Proficiency with spreadsheets, databases, and financial software applications.Outstanding presentation, reporting, and communication skills.Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis.Proficient in G-Suite.Proven leadership abilities.Deep understanding of the financial system and institutions. About Token Metrics Token Metrics helps crypto investors build profitable portfolios using artificial intelligence based crypto indices, rankings, and price predictions. Token Metrics has a diverse set of customers, from retail investors and traders to crypto fund managers, in more than 50 countries.
    $33k-45k yearly est. 11d ago
  • Financial Analyst Intern - Havana Club

    Pernod Ricard 4.8company rating

    Remote Credit Analyst Internship Job

    Want to join the world's No. 2 in wines & spirits and work among convivial teams? Pernod Ricard is looking for a Financial Analyst Intern for 6 months from July to December 2025. You will be based at the Island, our office in central Paris (Saint Lazare Train Station, Paris 8). You will help formalize the business analysis planning, support the Brand Performance analysis and actively participate in key finance transformation projects. Your key missions: * Restitution of markets companies monthly financial reporting through PowerBI: check data consistency, mapping maintenance, write relevant comment to HCI stakeholders and dashboards enhancement. * Participation to various analysis regarding the Brand Performance: rolling forecast restitution, analysis regarding market/ product prioritization, brand P&L projection. * Participation to the statement of transfer prices for group internal sales in the JV context: interface between Market Companies and Cuban Export team, calculation of new BMC transfer prices and Polaris load. * Contribution to evaluation of new product development and range extension closely with Innovation Team. * Maintain Havana Club internal book of policy: update internal processes on a regular basis * Elaboration of HC Paris monthly reporting: central marketing, structure costs * Elaboration of two other entities monthly reporting (Balance sheet, P&L, Intercompany) * Participate to monthly reinvoicing process: check data consistency, flat file preparation and Polaris load. * Assistance in Budget elaboration and load in Polaris * Update of Reporting T&E and Living costs If you recognize yourself in the description below, don't wait to apply! * You are enrolled in a degree specialized in Finance * You are curious, have the willingness to learn and to develop financial skills. * You can evolve in an international environment. * You are fluent in French and English; Spanish is a plus * A first experience in Audit or as a financial controller would be a plus * Use of tools, including Business Intelligence tools (PowerBI) and reporting (Tagetik) would be a plus Please note: to apply, you must be able to complete 6 months of internship and have an agreement issued by your school/university. Wait, there's more… We offer you an outstanding workplace in central Paris (best view in town!) with the possibility to work from home (2 days a week), attractive compensation and employee events. With us, you will create a solid, diversified, and friendly professional network! Pernod Ricard values diversity and solidarity within its organization and in its relations with stakeholders. Our recruitment methods focus on skills, and we welcome all types of talents. Job Posting End Date: Target Hire Date: 2025-07-01 Target End Date: 2025-12-19
    $31k-49k yearly est. 32d ago
  • Technology Strategy & Architecture Financial Analyst Intern

    Zoetis 4.9company rating

    Remote Credit Analyst Internship Job

    States Considered: NJ preferred, but flexible. Role Description: Technology Strategy and Architecture Financial Analyst Intern The Zoetis Technology Strategy & Architecture team is looking for a Financial Analyst Intern to analyze, manage, and report on financials for our technology portfolio and run cost for monthly operating processes, run analytics on financial data and perform forensics for solving issues with IT spend data. Responsibilities: Manage data loading into financial data repository and reporting tool Prepare reports analyzing data gaps in budgets and forecasts and assist in the remediation of gaps Partner with finance leads of various ZTD Towers to collect and input data into financial management tool Assist in building financial reports and modeling to provide a detailed analysis of IT spend by month Support new special projects in Apptio tool, including assisting in building financial allocation model and new reporting mechanisms for use by IT tower owners Support required month end reporting, coordination of month-end analysis with ZTD Towers Management of data cleansing initiatives and reporting as required Support functional testing Education & Experience: Currently enrolled in a college program for one of the following disciplines: data analytics, management information systems, computer science, or finance with a focus in business analytics Knowledge, Skills, Abilities: Ability to manipulate, analyze, and interpret complex financial datasets Advanced Excel skills, including pivot tables and VLOOKUPs Experience with PowerBI a plus Foundational knowledge of financial concepts and terms, including debits/credits, ledgers, and expense types (operating vs. capital) Ability to operate across multiple programs, business areas, and portfolios Must be highly analytical and inquisitive with strong organizational abilities, keen attention to detail, and ability to meet monthly deadlines and goals Excellent organizational, time management, interpersonal and communication (written and oral) skills, ability to work in a team-based, continuous improvement environment, ability to deal with ambiguity The following hourly pay rates reflect the anticipated base pay for this position: If the selected candidate is a student pursuing an Associate-level degree: $16.00 per hour If the selected candidate is a student pursuing an Undergraduate-level degree: $20.00 per hour If the selected candidate is a student pursing a Graduate-level degree: $32.50 per hour If the selected candidate is a student pursuing a Doctorate-level degree: $36.00 per hour The following hourly pay rates reflect the anticipated base pay for this position if a selected candidate were to be located in California, Connecticut, District of Columbia, Illinois (Chicago area), Massachusetts, New Jersey, New York, Washington (Seattle area): Student pursuing an Associate-level degree: $17.00 per hour Student pursuing an Undergraduate-level degree: $22.00 per hour Student pursing a Graduate-level degree: $36.40 per hour Student pursuing a Doctorate-level degree: $40.30 per hour Full time Intern (Trainee) Colleague Any unsolicited resumes sent to Zoetis from a third party, such as an Agency recruiter, including unsolicited resumes sent to a Zoetis mailing address, fax machine or email address, directly to Zoetis employees, or to Zoetis resume database will be considered Zoetis property. Zoetis will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume. Zoetis will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This includes any Agency that is an approved/engaged vendor but does not have the appropriate approvals to be engaged on a search. Zoetis is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status or any other protected classification. Disabled individuals are given an equal opportunity to use our online application system. We offer reasonable accommodations as an alternative if requested by an individual with a disability. Please contact Zoetis Colleague Services at ********************************** to request an accommodation. Zoetis also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must possess or obtain authorization to work in the US for Zoetis. Zoetis retains sole and exclusive discretion to pursue sponsorship for the acquisition or maintenance of nonimmigrant status and employment eligibility, considering factors such as availability of qualified US workers. Individuals requiring sponsorship must disclose this fact. Please note that Zoetis seeks information related to job applications from candidates for jobs in the U.S. solely via the following: (1) our company website at ********************** site, or (2) via email to/from addresses using only the Zoetis domain of “@zoetis.com”. In addition, Zoetis does not use Google Hangout for any recruitment related activities. Any solicitation or request for information related to job applications with Zoetis via any other means and/or utilizing email addresses with any other domain should be disregarded. In addition, Zoetis will never ask candidates to make any type of personal financial investment related to gaining employment with Zoetis.
    $16-40.3 hourly 19h ago

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