Alan B. Lancz and Associates, Inc.

Financial Internships

Internship Toledo, OH, United States of America
31,200 - 52,000 (Yearly) Added 17 hours, 57 minutes ago
Summary

LOCATION

Toledo, OH (in-person work)

QUALIFICATIONS

Bachelor's degree completed; MBA or advanced degree desirable, industry designations such as CFP, CFA, CPA preferred, and experience in investment banking, investment analysis, or financial planning.

RESPONSIBILITIES

Assist in wealth management tasks including data gathering, analysis, real estate, market research, financial planning, and hands-on experience in private equity and coding.

INDUSTRY

Finance and Wealth Management

SHORT DESCRIPTION

Immediate internships available in finance-related fields with opportunities for future full-time positions, focusing on creativity and analytical skills in wealth management.

Alan B. Lancz and Associates, Inc., is offering immediate, flexible term Internships in the fields of Finance, Accounting, Statistics, Marketing, or Entrepreneurship. We seek creative and open minds that strive to be world class in a variety of financial classes from equity/fixed income research to private equity and real estate. The positions are located at our corporate offices in Toledo, OH with the potential for future full-time employment as a financial professional with the firm.

The chosen candidates will be working in all aspects of wealth management, including data gathering and analysis, all aspects of real estate, market research of potential acquisition opportunities, website development and financial planning including proformas, budgets, technical and fundamental analysis.

Additional duties will include assistance in the preparation, publication and distribution of research, along with practical hands-on experience in private equity, real estate, and coding.

The term of the Internship will depend on periodic reviews of performance. Compensation will be determined by qualifications and experience. Please include a cover letter detailing your reasons for applying for an Internship.

Desired Skills:

  • Digital marketing skills including data analytics, coding and machine learning
  • Capability and willingness to work long hours
  • Energetic, flexible, and approachable work style with the ability to manage multiple projects simultaneously, along with the ability to work independently or collaboratively
  • Strong verbal and written communication skills to interact with Associates and Clients

Qualifications Needed:

  • Bachelor's degree completed; MBA or advanced degree desirable
  • Uncompromising ethical standards and the understanding of fiduciary responsibility
  • Industry designation such as CFP, CFA, CPA or equivalent desirable
  • Experience in investment banking, investment analysis and/or financial planning

APPLY BY SENDING A COVER LETTER AND RESUME TO: dave@ablonline.com

Job Type: Internship

Pay: $15.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

  • Flexible schedule

Schedule:

  • Monday to Friday

Work Location: In person


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