What are the responsibilities and job description for the Investment Management Internship - Summer 2025 position at rebel Financial?
Why choose us?
At rebel Financial, we challenge the traditional model of financial firms by prioritizing “people before profits” and striving for financial and investment excellence. We offer a collaborative, small business environment where you'll have hands-on opportunities to grow professionally while contributing directly to our clients' success.
We embrace cutting-edge industry technology, including top-tier financial, investment, and tax preparation tools like Advyzon, eMoney, HupSpot, to ensure our clients receive the best possible service. As a values-driven social enterprise, we're dedicated to making a positive impact.
We're looking for motivated and creative professionals who are eager to join us in helping individuals reach their financial potential. If you're passionate about financial advisory and are ready to work in a dynamic, client-centered environment, we want you on our team!
Internship Description
This Investment Management Internship is designed to provide hands-on experience and valuable insights into the career of an Investment Management Associate. Interns will work closely with our Investment Analyst, gaining exposure to conducting research on securities and investments, trading, and account reconciliation. You will also have the opportunity for shadowing, observation, one-on-one mentoring, and eventually, project design and implementation.
Position Responsibilities
- Collaborate within an Advisory/RIA Team to support client and firm objectives.
- Develop and apply basic to intermediate Investment Management Trading skills and expertise.
- Identify key Investment Management issues and develop innovative solutions to firm and client challenges.
- Embrace and integrate the firm's investment planning philosophy and approach.
- Learn the technology used to implement investment strategies, contribute to process improvement, and assist with the adoption of new systems and solutions.
Position Requirements & Skills
- Education: Ideally a Rising junior or senior at a four-year institution.
- Background: No specific degree requirement, but a strong interest in pursuing a career in Investment Management as a Chartered Financial Analyst (CFA) is preferred.
- Skills:
- Self-motivated and driven individual with the ability to work independently and productively.
- Familiarity with investments and technology is a plus.
- Strong problem-solving skills and a proactive approach to learning and contributing to the team's success.
This internship offers a unique opportunity to build essential skills and gain direct experience in the financial advisory field while developing a deeper understanding of the investment management process.
Drive Results, Define Success: Start Your Journey in Investment Management!
