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Intern Financial Project Manager Jobs in New York

Intern, Financial Administration

Hauppauge, NY · On-site

$18 - $23.50/hr

Calculates standard monthly management fees and advisor waiver or reimbursements for each fund ... Completes off-schedule projects and ad hoc reporting, when needed. WORKING RELATIONSHIPS

You will have regular interaction with the Project Controller and Finance Manager regarding contracts and project specific financials and metrics. This is an exciting opportunity for a self-motivated ...

You will have regular interaction with the Project Controller and Finance Manager regarding contracts and project specific financials and metrics. This is an exciting opportunity for a self-motivated ...

Project Manager, Finance

Iselin, NJ · On-site

$92K - $122K/yr

Project Manager, Finance Time Type: Full Time Job Title: Finance Project Manager The Finance ... Ensure projects comply with financial policies, internal controls, and regulatory requirements.

Join Sony Music Publishing and the FP&A team as an Intern. Develop skills in finance/ accounting ... finance materials for management * Perform research and analysis of market trends, industry ...

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Intern Financial Project Manager information

What is the difference between Intern Financial Project Manager vs Financial Analyst?

AspectIntern Financial Project ManagerFinancial Analyst
Required CredentialsTypically pursuing or recent graduate in finance, business, or related fieldBachelor's degree in finance, accounting, or economics; certifications like CFA are common but not mandatory
Work EnvironmentInternship setting within finance or project management teams, often in corporate or consulting firmsOffice-based roles in finance departments, investment firms, or corporations
Employer & Industry UsageUsed in companies seeking interns to support financial projects and learn industry practicesCommonly employed to analyze financial data, prepare reports, and support decision-making

The main difference is that an Intern Financial Project Manager is an entry-level role focused on supporting project management tasks within finance, often as a learning opportunity. A Financial Analyst, while also entry-level or early-career, primarily analyzes financial data and prepares reports to inform business decisions. Both roles are vital in finance but serve different functions within organizations.

What are the most commonly searched types of Financial Project Manager jobs in New York?

The most popular types of Financial Project Manager jobs in New York are:

Intern, Financial Administration

ultimus

Hauppauge, NY • On-site

$18 - $23.50/hr

Internship

Re-posted 10 days ago


Job description

SUMMARY

The Intern, Financial Administration will mirror the responsibilities of an Associate Financial Administrator I and is responsible for preparing and filing quarterly mutual fund reports in compliance with SEC, IRS, and GAAP reporting regulations, analyzing fund performance, expense budgeting, and board reporting for mutual funds, ETFs, and other investment products serviced by Ultimus Fund Solutions.

KEY ACCOUNTABILITIES

  • Prepares quarterly, semi-annual, and annual financial reports for assigned funds.
  • Prepares and maintains expense budgets and accruals, as needed, based upon contractual fee schedules and fiscal year projections.
  • Prepares and processes expense payment authorizations, as needed, for fund expenses.
  • Calculates standard monthly management fees and advisor waiver or reimbursements for each fund; distributes fee authorization to the appropriate party.
  • Utilizes fund performance tracking systems to monitor and review fund performance; distributes information to clients, as needed.
  • Compiles quarterly reports utilized by Trust’s Board members.
  • Completes off-schedule projects and ad hoc reporting, when needed.

WORKING RELATIONSHIPS

  • Communication, as needed, with internal and external business partners.
  • Daily contact with the Financial Administration team regarding fund financial statements, reports, compliance, audits, etc.

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

  • Working towards a bachelor’s degree in accounting, finance, business administration or related field.
  • Equivalent education and experience will be considered.

KNOWLEDGE

  • Financial instruments, including stocks, bonds, options, and foreign securities and derivatives.
  • Microsoft Office Suite.
  • Adobe Acrobat.

SKILLS AND ABILITIES

  • Troubleshoots issues utilizing creative and critical thinking skills.
  • Multitasking, analytical, and organizational skills.
  • Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
  • Demonstrates personal integrity, responsibility, and accountability.
  • Effectively uses resources such as time and information in conjunction with associates.
  • Participates in solving problems and making decisions.
  • Presents and expresses ideas and information, written and oral, clearly, and concisely.
  • Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
  • Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
  • Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
  • Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.