Company Description

Pin Oak Investment Advisors, Inc. is a wealth management firm located in Houston, Texas. We cater to individuals and families with substantial wealth.

Role Description

This is a part-time on-site Intern role at Pin Oak Investment Advisors, The Intern will be involved in day-to-day tasks supporting one senior member of the wealth management team, conducting financial research, assisting advisor and team with client meetings, helping to leverage advisor's time and contributing to investment analysis.

Qualifications

• Proficient in Microsoft Excel
• Financial Research and Analysis skills
• Knowledge of wealth management principles
• Strong attention to detail and organizational skills
• Excellent communication and interpersonal abilities
• Pursuing or completed a degree in Finance, Economics, Business, or related field