Summer Analyst Internship Program

Job overview

The Summer Analyst Internship Program is onsite in Naples, FL. The posting describes the program as paid but does not specify a numeric compensation amount. Moran Wealth Management is an independent registered investment advisor with in-house investment and wealth management expertise. The intern supports portfolio management and client advisory teams through investment analysis, financial planning, research, data visualization, and CRM-related projects. The program provides exposure to wealth and asset management work and practical skills for the industry.

What you'll do

• Assist portfolio managers with investment models and analysis
• work with investment analysts to improve investment processes
• develop data visualizations for investment strategy decisions
• identify and interpret trends in complex data
• assist financial planners with financial plans and process efficiencies
• shadow relationship managers, senior advisors, and financial planners
• support CRM projects
• assist with research on market events, financial planning, and historical market trends.

What we're looking for

Skills & competencies

summer analyst

internship

wealth management

asset management

investment analysis

portfolio management

financial planning

crm projects

naples fl

moran wealth management

college junior or senior

paid program

Work arrangement

• Weekend coverage required

Why this role

Applicants must be enrolled in college as a junior or senior. The program offers exposure to private wealth and asset management divisions.

About the employer

Moran Wealth Management LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.