The Retirement Group is a San Diego-based investment firm that provides investment advice to transitional corporate employees. We are currently seeking Part-time or Full-time as a Financial Analyst intern for our investment financial planning organization.
The internship is designed to teach and expand your knowledge on the running of a business, legal, compliance, operations, and portfolio analysis.
You will learn the retirement industry from the ground up. We use value based on asset based valuations (reproduction and liquidation value). Design portfolios using Modern Portfolio Theory (MPT), computer screening analysis, asset allocation modeling, ETF, Fund, Stock and bond research, and portfolio management. Update corporate business plan using Excel and Discounted Cash Flow Analysis.
Assist with Legal and compliance support
Assist developing cash flow analysis with custom retirement planning software
Prepare asset allocations for client or 401k investment strategies
Work with advisors to prepare custom retirement plans or investment strategies
Work in direct collaboration with advisors and executive management, influence strategic decision-making
Ad hoc financial analysis as needed
This position is perfect for a student with a major in Finance, who is looking to get some great experience. We can work around your school schedule.
The position is open immediately. The hours are part time AND full time VERY flexible between 6 AM and 8 PM. This is an entry level position.
Please submit your information, resume, AND cover letter in Word or PDF format in the following link.
Click the following link or copy and paste into your browser to submit your resume and apply
Please use the link above to apply or reply to the posting with your resume attached.
If you would like to speak to someone about the position please call Erik Larsen our National Training Director at (858) 345-4434.
Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor not affiliated with FSC Securities Corporation.