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Investment Services Intern Jobs (NOW HIRING)

Human Services Intern

Amsterdam, NY · On-site

$14.50 - $19.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Paid Human Services Intern Location: Montgomery County , NY FLSA: Non-Exempt Reports To ... In addition to your pay, Liberty cares about you and invests in you as a team member, so that you ...

Human Services Intern

Amsterdam, NY · On-site

$17.55/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Paid Human Services Intern Location: Montgomery County , NY FLSA: Non-Exempt Reports To ... In addition to your pay, Liberty cares about you and invests in you as a team member, so that you ...

Human Services Intern

Amsterdam, NY · On-site

$17.55/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

The Human Services Intern must at all times have supervised and restricted access to the ... In addition to your pay, Liberty cares about you and invests in you as a team member, so that you ...

Shop Service Intern

Tigard, OR · On-site

$18 - $24/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Shop Services Intern Location: All services locations across the US Reporting to: Branch Manager ... Our strategy is clear: exceed customer expectations, invest in innovation, leverage our diversified ...

Shop Service Intern

Fort Worth, TX · On-site

$18 - $24/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Shop Services Intern Location: All services locations across the US Reporting to: Branch Manager ... Our strategy is clear: exceed customer expectations, invest in innovation, leverage our diversified ...

Shop Service Intern

Fort Worth, TX · On-site

$18 - $24/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Shop Services Intern Location: All services locations across the US Reporting to: Branch Manager ... Our strategy is clear: exceed customer expectations, invest in innovation, leverage our diversified ...

Shop Service Intern

Charlotte, NC · On-site

$18 - $24/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Shop Services Intern Location: All services locations across the US Reporting to: Branch Manager ... Our strategy is clear: exceed customer expectations, invest in innovation, leverage our diversified ...

Shop Service Intern

Kent, WA · On-site

$18 - $24/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Shop Services Intern Location: All services locations across the US Reporting to: Branch Manager ... Our strategy is clear: exceed customer expectations, invest in innovation, leverage our diversified ...

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Investment Services Intern information

What types of projects or tasks can I expect to work on as an investment services intern?

As an Investment Services Intern, you can expect to support portfolio managers and analysts by conducting market research, preparing client reports, and assisting with investment analysis. You may be tasked with gathering and organizing financial data, monitoring portfolio performance, and participating in team meetings to discuss investment strategies. This hands-on experience provides valuable exposure to industry tools and processes, and interns often have opportunities to collaborate with professionals across research, trading, and client service teams.

What is an investment services intern?

Investment Services Interns are students or recent graduates who assist investment professionals at financial institutions, such as banks or asset management firms, typically as part of a temporary internship program. Their responsibilities often include conducting market research, preparing financial reports, analyzing investment options, and supporting client service activities. This role provides hands-on experience in the finance industry and helps interns develop essential skills for future careers in investment management or related fields. Internships also offer valuable networking opportunities and insights into the daily operations of investment services.

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

To thrive as an Investment Services Intern, you need foundational knowledge in finance, economics, and investment principles, usually gained through coursework or a related degree program. Familiarity with financial modeling tools like Excel, Bloomberg Terminal, and portfolio management software is often expected. Strong analytical thinking, effective communication, and attention to detail are crucial soft skills in this role. These skills and qualities are important because they enable interns to support investment teams, analyze data accurately, and contribute to client servicing in a dynamic financial environment.
What cities are hiring for Investment Services Intern jobs? Cities with the most Investment Services Intern job openings:
What are the most commonly searched types of Investment Services jobs? The most popular types of Investment Services jobs are:
What states have the most Investment Services Intern jobs? States with the most job openings for Investment Services Intern jobs include:

$16/hr

Internship

Posted 7 days ago


Job description

Description

WHAT WE DO

United Way of San Antonio and Bexar County unites the community to identify and solve our most critical issues. We are dedicated to improving people's lives and creating community-level change. Our work includes leading cross-sector collaborations, advocating for public policy changes and investing in programs that prevent problems from happening in the first place for those in need. Our strategy for improving quality of life and advancing the greater good involves focusing in four impact areas: 1.) Ready Children - preparing children for kindergarten; 2.) Successful Students - empowering students to graduate and reach their full potential; 3.) Strong Individuals and Families - helping individuals and families become self-sufficient 4.) Safety Net - addressing urgent and essential needs for those in crisis.


ABOUT THE INTERNSHIP

This internship is designed to provide hands-on experience in Information Technology, business systems, data analytics, and end-user support within a collaborative nonprofit environment. The IT Intern will gain exposure to real-world technology projects, enterprise applications, data reporting, process improvement initiatives, and help desk operations while working alongside experienced IT professionals.

This is an excellent opportunity for students and aspiring technology professionals seeking practical experience in systems administration, data analytics, CRM management, automation, and technical support


WHAT YOU WILL LEARN & EXPERIENCE

  • As an Donor Services Intern, you will have the opportunity to:
  • Gain hands-on experience with enterprise technology platforms, including Microsoft Dynamics CRM, Power BI, Power Automate, and Microsoft 365.
  • Develop troubleshooting, customer service, and problem-solving skills through end-user support.
  • Learn how data is collected, analyzed, reported, and used to support business decision-making.
  • Build process improvement and documentation skills through workflow mapping and technology optimization projects.
  • Collaborate with professionals across multiple departments, gaining valuable exposure to nonprofit operations and business processes.
  • Strengthen project management, communication, and analytical skills while contributing to meaningful initiatives.


CRM, Data Analytics & Business Systems Experience

The Data Services Intern will work with modern business applications and gain exposure to:

  • Data entry, analysis and reporting to support organizational decision-making.
  • Business process documentation and continuous improvement initiatives.
  • Process mapping and workflow development using flowcharts and other business analysis tools.
  • Identifying opportunities to improve efficiency through technology solutions.
  • Microsoft Power BI reporting and data visualization.
  • Microsoft Power Automate workflow creation and process automation.








Requirements

WHAT WE ARE LOOKING FOR

Desired Competencies

  • Successful interns will demonstrate:
  • Curiosity and enthusiasm for learning. 
  • Adaptability and the ability to manage changing priorities in a dynamic work environment.
  • Strong interpersonal and communication skills with a collaborative mindset.
  • Initiative and a willingness to take ownership of projects and assignments.
  • A positive attitude and commitment to providing excellent customer service.
  • Strong organizational skills, attention to detail, and the ability to manage multiple responsibilities.
  • Critical thinking and problem-solving abilities. 
  • A desire to grow professionally and gain practical workplace experience.

Preferred Qualifications

  • Familiarity with Microsoft Windows and Microsoft 365 applications.
  • Experience using Microsoft Excel, Word, PowerPoint, and Outlook.
  • Interest in data analytics, business intelligence, automation, or donor relationships.
  • Strong customer service and communication skills.
  • Ability to learn quickly and apply new concepts in a professional environment.

WHY JOIN US?

  • Experience with one of the city's largest nonprofit organizations
  • Fall in love with the impact United Way has on thousands of individuals in our community
  • As an Donor Services Intern, you won't just observe-you'll contribute. You'll work on meaningful projects, interact with professionals across the organization, build your technical portfolio, and gain practical experience with industry-leading technologies that will help prepare you for future careers in Information Technology, Systems Administration, Data Analytics, Business Intelligence, or Enterprise Applications.

HOW TO APPLY


To submit your application visit: https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY .


  • Applications WILL NOT be accepted via email.
  • Contact uwjobs@unitedwaysatx.org should you experience problems submitting your application.


United Way of San Antonio and Bexar County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. 


United Way of San Antonio and Bexar County is committed to the full inclusion of all qualified individuals. As part of this commitment, UWSA will ensure that persons with disabilities are provided reasonable accommodations if reasonable accommodation is needed to participate in the job application, interview process, or to perform essential job functions, and/or to receive other benefits and privileges of employment.

United Way of San Antonio and Bexar County | 700 South Alamo St., San Antonio TX, 78205 | www.unitedwaysatx.orgÂ