What are the responsibilities and job description for the Investment Management Intern position at Montecito Bank & Trust?
Join Montecito Bank & Trust as an Investment Management Intern!
Are you a talented student or recent college graduate looking to gain professional work experience? Do you enjoy getting involved in your communities and have a desire to work for an award-winning Best Bank to help build your career? By joining our team, we are dedicated to your career development and wellbeing, in and out of the workplace.
About the Role
Montecito Bank & Trust is offering a paid, part-time Investment Management Internship in our Wealth Management department. As an Investment Management Intern, you will deliver a World Class Experience by supporting our Wealth Management team members as well as other Bank departments. You will work in a fast-paced environment and work on projects related to audit preparation, client presentations, research, and financial planning analysis. You will be located in Montecito, CA with a fully on-site work schedule.
What We’re Looking For
- A high school diploma or equivalent required.
- Minimum of 2 years of College/University coursework required; most relevant career paths would include Business, Economics, Finance, and Accounting.
- Proficiency with MS Outlook, Excel, Word, PowerPoint, and Adobe.
- Understanding of numerical calculations including statistical and performance measurement concepts.
- Driven to learn, pro-active, and curious.
Your Responsibilities
Under the direct supervision of the Senior Portfolio Manager, the essential functions of this role include, but are not limited to:
- Audit preparation.
- Compliance testing and tracking.
- Prepare simple client presentation packets and create system templates as necessary.
- Assist with streamlining and documenting processes.
- Assist with financial planning analysis:
- Data entry.
- Deep dive into the financial planning software and crafting a useful template of charts and data for use for future presentations.
- Conduct research on various ETFs and mutual funds as needed.
- Other duties as assigned.
Internship Schedule
- The internship program will run from May/June 2025 through August/September 2025 (flexible depending on school schedule or other job obligations).
- The position will be on-site up to 24 hours per week, with no ability to work remote, for up to 10 weeks.
Your Benefits
- Workplace culture that fosters an engaged workforce and supports associate’s growth and development
- Competitive Pay
- Medical, Dental, Vision, & Life Insurance
- Paid Sick Time & Federal Holidays
- Associate Bank Accounts
- Bank Gatherings, Events, & Associate Engagement Activities
The hourly rate for this position is $16.50.
Equal Employment Opportunity
Montecito Bank & Trust is an equal opportunity employer. All qualified applicants will be considered for employment regardless of race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, veteran or disability status, or any other protected characteristic.
Employment eligibility is contingent on completing the DHS Employment Eligibility Verification (I-9) form and presenting acceptable documentation upon hire verifying your identity and right to work in the United States. The Bank does not sponsor visas, green cards, CPT, OPT, or other work authorizations.
Interested in Applying?
- Apply through Indeed or visit our website Montecito Bank Careers
- Review the openings using the “Explore Opportunities” tab.
- Select “Apply Now” to review the desired position and click “Apply” to submit your application.
- Create a personal log-in to apply.
Salary : $17
