The Bahnsen Group · 1 month ago
Summer 2026 Internship Investment Solutions
520 Newport Center Drive, Newport Beach, CA, USA
Internship
Onsite
Intern
$20/hr - $25/hr
Start in 2026 SummerThe Bahnsen Group is a private wealth management firm known for its exceptional culture and client-focused services. They are seeking an intern to join their Investment Solutions team, where the intern will support research and reporting functions while gaining exposure to the firm's operations.
AdviceFinancial ServicesWealth Management
Responsibilities
Support equity and macro research projects with data collection and fact-finding
Support client reporting function with data preparation, analysis, and furnishing reports for clients
Provide ad hoc support to the Department Director and Associates for projects related to research, trading, alternatives processing, and reporting
Qualification
Required
Minimum GPA of 3.0 in Accounting, Business Administration, Finance, or Economics
Self-starter with initiative to seek out opportunities in a fast-paced environment
Detail-oriented, possess excellent time management and prioritization skills
Proficiency in MS Office applications (Word, Excel, and PowerPoint)
Company
The Bahnsen Group
The Bahnsen Group offers investment strategies and wealth management services.
Founded in 2015
51-200 employees
H1B Sponsorship
The Bahnsen Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
Funding
Current Stage
Growth StageLeadership Team
Joseph Klein, CFP®, CEP®
Chief Operating Officer
David L. Bahnsen
Chief Investment Officer, Managing Partner
Recent News
2025-11-11
2025-07-30
Company data provided by crunchbase