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Investment Associate Intern Jobs (NOW HIRING)

Rocket Internet

Founders' Associate Intern

New York, NY · On-site +1

They are still in stealth, but the Founder is an experienced Entrepreneur and Investor. Their funding comes from leading VCs and Angels. Are you someone who gets stuff done? Do you have what it takes ...

Rocket Internet

Founders' Associate Intern

New York, NY · On-site +1

They are still in stealth, but the Founder is an experienced Entrepreneur and Investor. Their funding comes from leading VCs and Angels. Are you someone who gets stuff done? Do you have what it takes ...

MUFG

Investment Banking Associate

Nashville, TN · Hybrid

$170K/yr

... Investment Banking Associates across our offices for both M&A and Restructuring advisory ... Please note this role is not accepting intern or college resumes. This is for experienced Full-Time ...

MUFG

Investment Banking Associate

Charlotte, NC · Hybrid

$170K/yr

... Investment Banking Associates across our offices for both M&A and Restructuring advisory ... Please note this role is not accepting intern or college resumes. This is for experienced Full-Time ...

MUFG

Investment Banking Associate

Los Angeles, CA · Hybrid

$170K/yr

... Investment Banking Associates across our offices for both M&A and Restructuring advisory ... Please note this role is not accepting intern or college resumes. This is for experienced Full-Time ...

MUFG

Investment Banking Associate

New York, NY · Hybrid

$170K/yr

... Investment Banking Associates across our offices for both M&A and Restructuring advisory ... Please note this role is not accepting intern or college resumes. This is for experienced Full-Time ...

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Investment Associate Intern information

What are the key skills and qualifications needed to thrive as an Investment Associate Intern, and why are they important?

To thrive as an Investment Associate Intern, you need strong analytical abilities, financial modeling skills, and a background in finance, economics, or a related field. Familiarity with tools like Excel, Bloomberg, and financial databases, as well as coursework or certifications such as CFA Level I, are often expected. Exceptional communication, attention to detail, and teamwork set top candidates apart in this role. These skills are crucial for accurately evaluating investments, supporting deal execution, and contributing effectively to collaborative investment teams.

What are Investment Associate Interns?

Investment Associate Interns are entry-level professionals, typically university students or recent graduates, who support investment teams at financial institutions such as private equity firms, venture capital firms, or investment banks. Their primary responsibilities include conducting market research, analyzing financial statements, building financial models, and assisting with due diligence on potential investment opportunities. These internships provide hands-on experience in the investment industry and help interns develop analytical, communication, and teamwork skills vital for a career in finance.

What are the typical responsibilities of an Investment Associate Intern during a summer program?

As an Investment Associate Intern, you can expect to support senior team members with market research, financial modeling, and due diligence on potential investments. Your daily tasks may include analyzing company financials, preparing presentations, and participating in meetings with portfolio companies or clients. Interns often work closely in small teams, providing a valuable opportunity to learn directly from experienced professionals in a fast-paced, collaborative environment. This hands-on exposure helps interns build a strong foundation in investment analysis and can lead to further opportunities in finance after graduation.
What cities are hiring for Investment Associate Intern jobs? Cities with the most Investment Associate Intern job openings:
What are the most commonly searched types of Investment Intern jobs? The most popular types of Investment Intern jobs are:
What states have the most Investment Associate Intern jobs? States with the most job openings for Investment Associate Intern jobs include:
Investment Associate Intern jobs near you
Infographic showing various Investment Associate Intern job openings in the United States as of June 2026, with employment types broken down into 1% Internship, 1% As Needed, 97% Full Time, and 1% Part Time. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution.

Client Service Associate Intern - Strata Wealth Partners

hightower

Norwich, CT • Hybrid

$21/hr

Other

Retirement

Posted 16 days ago

Job description

Your Future Team

Strata Wealth Partners is a boutique wealth management practice, providing comprehensive financial planning and sophisticated portfolio management to successful entrepreneurs and families since 1983. We work with small and mid-sized business owners at every stage of the “business journey” while also creating and implementing strategic personalized plans to help every client shape a legacy and achieve goals.

The Opportunity

This part-time, hybrid on-site/off-site Client Service Associate Intern role is located in Norwich, CT. As an intern, you will have the opportunity to be involved in day-to-day tasks that support our clients and team. You will assist with client outreach, account maintenance, and other administrative tasks while learning valuable insights about the industry the Financial Advisor role.  In fact, ideally, this position would lead to a full-time role on the team, ultimately transitioning to a full junior financial advisory position.

If you are a career motivated and detail-oriented person with a passion for client service and the financial services industry, we encourage you to apply! You will report to the Managing Director.

What You’ll Bring

  • Undergraduate, junior level or higher
  • Prior experience or coursework in finance, business, or a related field is a plus
  • Academic focus on investments, finance, business, or economics
  • Will demonstrate an interest in, and aptitude for, investment research, portfolio management, financial markets, and most of all, client service
  • Excellent attention to detail and accuracy
  • Ability to prioritize and multitask in a fast-paced environment
  • Strong verbal and written communication skills
  • Ability to work independently, manage time, establish priorities, and meet deadlines
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
  • Ability to commit to ~15-20 hour work week

What We Offer

  • Opportunity for career track growth within Strata Wealth Partners’ Financial Advisor path
  • Opportunity to increase knowledge and experience in wealth management
  • Be mentored by experienced professionals
  • Gain market knowledge
  • Hourly salary of $21.00

Hightower’s Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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