Summer Intern (Operations)

Concurrent Investment Advisors is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field.

Headquartered in Tampa, Concurrent was founded in 2016 and currently has over 100 advisors in 43 offices with $9.5 billion in assets under management (AUM) and more than $13 billion under advisement.

Company Values

We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product. 

Our Core Values

• Accountable - Fosters dependability: We are fast growing, taking ownership of tasks, communicating effectively, and being engaged is critical.
• Competent - Establishes credibility and trust: We have a culture of consulting, competency and transparency. 
• Collaborative - Demonstrates kindness, empathy, positive attitude, and empowerment.
• Agile - Displays adaptability: We are ever-changing and constantly pivoting as we quickly learn and improve our offering.
• Resilient - Shows grit and perseverance: We work hard, and we enjoy the work.

Position Overview:

We are seeking a highly motivated and dynamic individual to join our team as a Summer Intern on our Operations team. In this role, you will be involved in various tasks and projects related to the organization. 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:

1. 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.
• 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.
• Take initiative to expand knowledge of financial services industry practices and regulations.

Qualifications

• 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 2025 – July 2025
• Occasional evening/weekend hours may be requested.
• Travel up to 10%

Job Type

• Temporary, Part-Time, Non-Exempt
• Pay rate: $18 per an hour

Benefits

Not offered for part-time employees.