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Leap Group

IT Support Intern (Part-Time)

Louisville, KY · On-site

$15 - $18/hr

... investment advisor Health, dental, vision, and ancillary benefits Professional development ... The IT Support Intern is a resourceful and curious team player who supports our IT Operations at ...

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Investment Advisor Intern information

What types of projects and responsibilities can an investment advisor intern expect during their internship?

As an Investment Advisor Intern, you can expect to be involved in a mix of research, client support, and administrative tasks. Typical responsibilities include assisting advisors with portfolio analysis, preparing client reports, conducting market research, and attending client meetings for note-taking and follow-up. You’ll also gain exposure to compliance processes and financial planning tools, providing a well-rounded introduction to the wealth management industry. This hands-on experience is designed to help you build foundational skills and understand the day-to-day realities of working as an investment advisor.

What are the key skills and qualifications needed to thrive as an investment advisor intern, and why are they important?

To thrive as an Investment Advisor Intern, you need a solid understanding of financial markets, investment products, and basic financial analysis, often supported by coursework in finance or economics. Familiarity with portfolio management platforms, CRM systems, and Microsoft Excel is typically expected. Strong interpersonal skills, attention to detail, and a proactive attitude help interns build client trust and collaborate effectively with senior advisors. These skills and qualities are important because they enable interns to support clients' financial goals while learning industry best practices and compliance standards.

What does an investment advisor intern do?

An Investment Advisor Intern supports financial advisors by assisting with research, preparing investment reports, and helping to create financial plans for clients. They may also interact with clients under supervision, conduct market analysis, and learn about different investment products and strategies. The internship provides valuable hands-on experience in the finance industry and helps interns develop skills necessary for a future career as an investment advisor.

What is the difference between Investment Advisor Intern vs Financial Analyst Intern?

AspectInvestment Advisor InternFinancial Analyst Intern
Required CredentialsOften pursuing finance, economics, or related degrees; certifications like CFP or CFA are a plusTypically pursuing finance, accounting, or economics degrees; CFA or CPA may be relevant
Work EnvironmentFinancial advisory firms, wealth management companies, banksInvestment banks, asset management firms, corporate finance departments
Employer & Industry UsageUsed in client-facing roles providing investment advice and planningUsed in analyzing financial data, preparing reports, and supporting investment decisions

Investment Advisor Interns focus on assisting with client portfolios and financial planning, often in advisory firms, while Financial Analyst Interns analyze data and support investment decisions in banking or corporate settings. Both roles require finance-related coursework and internships, but their daily tasks and client interaction levels differ.

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Investment Advisor Intern jobs near you
Infographic showing various Investment Advisor Intern job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 86% Physical, 6% Hybrid, and 8% Remote job distribution.

Investment Risk Management Analyst

Fidelity Investments

Boston, MA • On-site

$67K - $127K/yr

Full-time

Medical, Retirement, PTO

Posted 7 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


If you have an analytical aptitude and are passionate about investing and risk management, you should consider being an intern within the Asset Management Independent Investment Risk team, with a focus to learn about and contribute to risk measurement and reporting.
In the role of Investment Risk Intern, you will work closely with other members of a small team to define relevant risk metrics and produce reporting that would provide assurance that investment managers are taking appropriate types and levels of risk for each client mandate and that those risks are measured accurately, monitored continuously, and taken purposefully.
The Team
The Asset Management Independent Investment Risk team is small, focused, and conducts objective investment risk assessment, measurement, and management of funds. The team issues risk reports, conducts risk research and educates the investment platform on risk matters.
The team engages internally with Chief Investment officers, Heads of Businesses, Portfolio Managers, Boards of Directors, and other control functions. External interactions are with third party risk service providers, clients, and consultants.
The Expertise You Have
  • A rising senior with familiarity with analytical subjects such as economics, finance, mathematics, statistics, computer science, or equivalent, and a desire to apply such knowledge within the investment industry
  • Familiarity with programming languages such as Python or R, and with Tableau, a plus
  • Excellent communication and problem-solving skills.
  • A team player with the ability to thrive in a small-team environment.

The Value You Deliver
  • Learning about, and assisting with risk measurement for strategies that utilize financial derivative instruments as well as Alternative products.
  • Assuring detailed risk reports are accurately produced and reviewed by relevant individuals on appropriate cycles (daily, weekly, monthly, quarterly, etc.). Enhance Tableau dashboards.
  • Engaging with key internal business partners and third-party vendors to ensure that data elements and processes critical for the efficient functioning of the Investment Risk team are maintained.

Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
The base salary range for this position is $67,000-$127,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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