What are the responsibilities and job description for the Financial Analyst Intern (Summer 2025) position at Winged Keel Group?
Firm Summary
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston, Richmond, Washington, D.C., Houston, Atlanta, and Denver, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Position Summary
The summer internship program helps develop well-rounded, talented students by cultivating core skills through a series of tasks and responsibilities.
This internship is designed to give insight into the sales, marketing, administration and design analysis functions of the firm and the impact interns can have on its success. It is important that interns demonstrate their capabilities and make an impression from the outset.
Recruiting for open positions in this program begins in September 2024. We are seeking to hire bright, dedicated individuals for positions in Client Services and Financial Analysis.
As part of the program objectives, you will have a core set of responsibilities to fulfill. You will be assigned a mentor/buddy who will provide on-going guidance, support, and mentorship. There will also be participation in Group Networking/Development such as a group meeting with the Managing Principal of the firm, and a firm wide off-site company outing, as well as a monthly lunch with a leader in the firm with a discussion topic about our business. The learning curve is steep and will require you to quickly immerse yourself in the role. Behind you will be a supportive team encouraging you to succeed.
Ideal Candidate Will Possess The Following
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With offices in New York, San Francisco, Boston, Richmond, Washington, D.C., Houston, Atlanta, and Denver, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Position Summary
The summer internship program helps develop well-rounded, talented students by cultivating core skills through a series of tasks and responsibilities.
This internship is designed to give insight into the sales, marketing, administration and design analysis functions of the firm and the impact interns can have on its success. It is important that interns demonstrate their capabilities and make an impression from the outset.
Recruiting for open positions in this program begins in September 2024. We are seeking to hire bright, dedicated individuals for positions in Client Services and Financial Analysis.
As part of the program objectives, you will have a core set of responsibilities to fulfill. You will be assigned a mentor/buddy who will provide on-going guidance, support, and mentorship. There will also be participation in Group Networking/Development such as a group meeting with the Managing Principal of the firm, and a firm wide off-site company outing, as well as a monthly lunch with a leader in the firm with a discussion topic about our business. The learning curve is steep and will require you to quickly immerse yourself in the role. Behind you will be a supportive team encouraging you to succeed.
Ideal Candidate Will Possess The Following
- Pursuing a Bachelor’s degree
- Must be available June 2 – August 2, 2025 and able to work onsite 40 hours per week Monday through Friday from 8:30 am-5:30 pm
- Detail oriented with a strong ability to organize and prioritize
- Proficiency in Microsoft Office
- Proactive and takes initiative with strong follow through
- Previous office experience a plus
- Positive, can-do attitude
