Kestra Investment Management · 1 month ago
Summer Internship, Investment Management
Kestra Investment Management is a leading independent advisor platform that empowers financial professionals. The summer internship program offers students real-world experience in various business units, allowing them to contribute to key projects and gain insights into the financial services industry.
AdviceConsultingFinancial Services
Responsibilities
Work on key projects with specific goals and activities outlined by the leaders with whom they’ll work in their assigned groups
Gain a more profound knowledge and understanding of the financial services industry, market insights and outlook, technology platforms, and how we provide services and support to our firms
Qualification
Required
Minimum 3.0 GPA
Microsoft Office suite: Should understand basic Excel, PowerPoint, and Word functions
Highly motivated and driven individual
Demonstrated ability to work well with teams
Strong time-management capabilities
Analytical and problem-solving individual with the ability to understand and interpret numeric data
Strong interpersonal skills and an interest in working in a client-service-oriented environment
Basic knowledge and/or a keen interest in finance and a strong desire to gain further understanding of the wealth management business
Preferred
Preference to Undergraduate Juniors and Seniors
Company
Kestra Investment Management
Kestra Investment Management offers market research, commentary, and portfolio guidance to broker-dealers and investment advisers.
Funding
Current Stage
Late StageRecent News
Morningstar, Inc.
2025-02-20
Company data provided by crunchbase