Summer Intern 2027

Job overview

The Summer Intern 2027 role is onsite in downtown Tampa, FL. Pay is $20 per hour. The internship supports one of several teams at Concurrent Investment Advisors, including Finance, Marketing, Business Development, Operations, Compliance, Technology, Investments, Human Capital, and Practice Synergies. The intern contributes to department goals while gaining exposure to financial services and investment advisory work. The role provides assigned team support, helps prepare reports and materials, assists with administrative and CRM tasks, and learns about regulatory requirements and internal compliance practices.

What you'll do

• Support assigned department team members
• help prepare reports, marketing materials, and documents
• assist with data entry, document management, and filing
• update CRM information and maintain records
• help create organizational systems and workflows
• assist with compliance documentation and training
• participate in professional development.

What we're looking for

Skills & competencies

summer intern 2027

concurrent investment advisors

tampa fl

$20/hour

investment advisory services

finance

marketing

operations

compliance

technology

crm

part-time schedule stated in posting

travel up to 10%

Work arrangement

• Weekend coverage required

Benefits & perks

• Benefits are not offered for part-time employees.

About the employer

Concurrent Investment Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.