Beachwood or Woodmere or Grand Rapids or Plano or Dana Point
$25/hrHybridInternship, Full Time
MarshBerry Holding Company, LLC: A global leader in investment banking and consulting for the insurance and wealth management industries.
Senior-level undergraduate in Finance or Accounting; strong Excel/PowerPoint/Word/Outlook skills; working knowledge of financial statements; strong analytical and communication skills; must be authorized to work in the U.S. without sponsorship.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Key Investment Services: Private U.S. investment brokerage and registered advisory firm serving individuals with wealth management and retirement products.
Pursuing a bachelor's or graduate degree by May 2029 in finance/accounting/economics/data science, minimum 3.0 GPA, CFP preferred, valid driver’s license, strong analytical and communication skills.
Key Investment Services: Private U.S. investment brokerage and registered advisory firm serving individuals with wealth management and retirement products.
Pursuing a four-year or graduate degree by May 2029 in finance/accounting/economics/data science, minimum 3.0 GPA, leadership experience, CFP preferred, proficiency in Excel and PowerPoint, valid driver’s license.
Key Investment Services: Private U.S. investment brokerage and registered advisory firm serving individuals with wealth management and retirement products.
Pursuing a bachelor’s or graduate degree in finance/accounting/economics/data science, strong analytical and communication skills, Microsoft Excel and PowerPoint proficiency; CFP preferred.
FEG Investment Advisors: Employee-owned investment management firm providing advisory, outsourced CIO, and research services to institutional investors.
Bachelor’s degree in business administration or a related field, 20 hours weekly onsite, preferably prior finance or investment internship experience, and strong communication, analytical, organizational, and collaboration skills.
HubSpot, Microsoft Dynamics 365, Microsoft Copilot, ChatGPT, Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint
Plante Moran: Private audit, tax, consulting, and wealth-management firm serving businesses, organizations, and individuals.
Bachelor's or master's degree in finance, mathematics, economics, accounting, or related field; 3.0 GPA; analytical and communication skills; CFP coursework or commitment to required certifications.
Ultimus Fund Solutions: U.S. independent fund administrator serving advisors and fund managers with fund administration and investment operations.
Pursuing a bachelor’s in accounting/finance or equivalent; knowledge of accounting principles, investment vehicles, Microsoft Office, and Adobe Acrobat; strong analytical and communication skills.
KeyBank National Association: National Association is a wholly owned U.S. regional bank serving individuals, businesses, and institutional clients.
Pursuing a bachelor's degree by May 2029, strong analytical and communication skills, 3.0+ GPA preferred, proficiency in Microsoft Excel and PowerPoint, valid driver's license, ability to commute to Brooklyn, OH.
Allied Mineral Products: Employee-owned global manufacturer of monolithic and precast refractory ceramics serving foundry, aluminum, steel, and industrial customers.
3+ YOEBachelor's in engineering, 3+ years investment casting experience, ability to read engineering drawings, extensive travel including international, eligible for security clearance, strong communication and organizational skills.
Anduril Industries: Defense technology developing AI-powered autonomous military systems.
4+ YOERequires 4+ years in consulting, investment banking, internal operations, or business analysis; strong Excel, PowerPoint, analytical, executive communication, and project management skills; U.S. Person status required.
Microsoft Excel, Palantir Foundry, Microsoft PowerPoint, Slack