Summer Intern 2026
16 days ago
Tampa
Job DescriptionDescriptionWe are seeking a highly motivated and dynamic individual to join our team as a Summer Intern. In this role, you will be involved in various tasks and projects related to the organization. We have multiple departments seeking interns, including: Finance, Marketing, Business Development, Operations, Compliance, and our Investments team. We are seeking candidates entering their final year or semester of college, or recent graduates. We are seeking motivated early-career professionals who are eager to grow with our team long-term. Here are some common responsibilities and opportunities you might encounter: Key Responsibilities1. Department-Specific Needs: • Learn the ins and outs of your department and meaningfully contribute to team goals, • Provide support to department team members as assigned., • Help prepare reports, marketing materials, and other documents as needed.2. Administrative Support:, • Assist with administrative tasks such as data entry, document management, and filing., • Update information in the firm's CRM system and maintain accurate records., • Create systems and processes for organization and workflow as needed. 3. Compliance Knowledge: • Learn about regulatory requirements governing investment advisory services., • Assist in ensuring compliance with industry regulations and internal policies., • Participate in compliance training sessions and help maintain compliance-related documentation. 4. Professional Development:, • Actively participate in training sessions and learning opportunities provided by the firm., • Seek feedback from supervisors and peers to improve performance and enhance skills., • Currently pursuing a degree in finance, economics, business, or a related field and either entering final year or semester of college, or recent graduate., • Strong interest in financial services, retirement planning, and investment management., • Excellent analytical skills and attention to detail., • Proficiency in Microsoft Office suite, particularly Excel and PowerPoint., • Effective communication and interpersonal skills., • Ability to work independently and collaboratively in a fast-paced environment., • Previous internship or work experience in finance or related fields is a plus.Location / Schedule, • This position will work from our downtown Tampa, FL location, • Candidates must have own housing option for the duration of the internship, • This position will be on a part time basis working Monday-Thursday 9:00 am – 5:00 pm, • Internship will be 10 weeks beginning in May 2026 – Exact date TBD, • Occasional evening/weekend hours may be requested., • Temporary, Part-Time, Non-Exempt BenefitsNot offered for part-time employees.