FINANCIAL MANAGEMENT INTERNSHIPS

Alan B. Lancz and Associates, Inc. is offering internships for graduate and undergraduate students with a sincere desire for a career as a financial professional, and a record of rigorous course work leading to an MBA or a BA/BS in Finance, Accounting, Statistics, Marketing, or Entrepreneurship.

The chosen candidates will be working in all aspects of wealth management; including data gathering and analysis, all aspects of real estate, financial planning, daily research and analysis. Additional duties will include assistance in the preparation, publication and distribution of research, along with marketing, website updates and maintenance.

DESIRED SKILLS AND QUALIFICATIONS

Skills:

• Strong verbal and written communication skills to interact with Associates and Clients
• Demonstrated proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
• Ability to quickly master in-house financial planning and portfolio management software
• Ability to manage time effectively and prioritize projects to ensure on-time completion
• A strong, highly collaborative work ethic for all aspects of client service
• Demonstrated high level of professionalism

Qualifications:

• Bachelor’s degree completed or in process; MBA in process
• Uncompromising ethical standards and the understanding of fiduciary responsibility
• Compassion and an approachable, friendly personality
• Ability to handle multiple tasks in a fast paced environment with acute attention to detail and accuracy

NOTE: The term of the internship will be dependent on periodic reviews of performance

Job Type: Internship

Required education:

• Bachelor’s

Required experience:

• Finance, Accounting, Statistics, or Marketing studies: 1 year