Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
Bachelor's degree preferred in quantitative field; programming experience (Python) and SQL; knowledge of databases, REST APIs, and Git; strong quantitative curiosity and financial markets understanding.
Kestra Financial: Wealth management platform for independent financial professionals and advisors.
2+ YOEBachelor's degree, 2+ years in economics or financial markets, strong analytical and communication skills, Excel/PowerPoint proficiency, willing to obtain Series 65 or similar; CFA preferred.
2+ YOEBachelor's degree, 2+ years professional experience in economics or financial markets, proficiency in Microsoft Excel and PowerPoint, strong analytical and communication skills; CFA preferred; willingness to obtain Series 65 as needed.
Kestra Holdings: Provides wealth management platforms and technology for independent financial professionals.
2+ YOEBachelor's degree required; 2+ years experience in economics or financial markets; strong Excel/PowerPoint skills; superior analytical and communication skills; CFA preferred; willingness to obtain Series 65 as needed.
1+ YOEBachelor's degree in a relevant field and 1–4 years in residential mortgage finance, capital markets, structured credit, or securitization. Requires whole-loan transaction, Excel, analytical, organizational, and communication skills.
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
Bachelor's degree, strong analytical and communication skills, ability to work with large data sets, develop portfolio analytics, and visualize investment data for client engagements.
New York Life: Provides life insurance, retirement income, and investment solutions.
1+ YOEFour-year college degree preferred in finance, economics, business, or accounting; 1+ year of investment banking or investment management experience; strong Excel, PowerPoint, AI, analytical, communication, and organizational skills.
New York Life Insurance: Providing life insurance, annuities, and long-term investment solutions.
1+ YOEFour-year degree preferred in finance, economics, business, or accounting; 1+ year investment banking or investment management experience; Excel, PowerPoint, and AI tool mastery; strong analytical, communication, organizational, and problem-solving skills.
2027 Summer Intern - Client Management Account Analyst, US
Newport Beach or Austin or New York City
$43/hrOnsiteInternship, Full Time
PIMCO: Manages investment portfolios specializing in active fixed income strategies.
Undergraduate student graduating December 2027-June 2028, minimum 3.2 GPA, English proficiency, analytical and communication skills, and Microsoft Excel proficiency; interest in financial markets and investment finance.
Recurrent Energy: Develops and operates utility-scale solar and energy storage systems.
1+ YOE1-3 years in analytical/transaction role; bachelor's degree; CFA or quantitative certifications a plus; strong financial modeling; travel flexibility.