Financial Analyst Intern (part-time)

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We are looking for an enthusiastic Financial Analyst Intern to help with project analysis for a fast-paced—and friendly—wealth management office in Waltham, MA. We are dedicated to provide clients with

Frankfurt am Main, Skulptur "Bulle & Bär"personalized services to help them solve complex situations including retirement planning and divorce financial planning.

The Financial Analyst Intern will assist wealth strategists in researching market and client portfolio issues. The Investment Analyst Intern will provide quantitative and fundamental analysis of various investment possibilities and their risk factors. S/he will present the findings and influence the construction of client portfolios.

Responsibilities will include:

  • Review of available literature on general or specific market issues.
  • Quantitative and fundamental research of investments.
  • Research of political and economic factors.
  • Propose changes to existing portfolios based on research performed, and, when appropriate the creation of new portfolios.
  • Maintain research files.
  • Write reports and presentations using Word and Powerpoint;

Desired Qualifications:

  • Detail oriented
  • Passed Level I and Level II of the CFA exam
  • Knowledge of MS Office and and financial planning software.
  • Technology savvy
  • Excellent verbal and written communication skills
  • Excellent fundamental knowledge of investments
  • Ability to make decisions independently
  • Excellent time management skills
  • Bachelor’s degree minimum

Please provide a resume to careers@insightfinancialstrategists