Focus Financial Partners · 4 hours ago
Portfolio Management & Research Intern
Stamford, CT
Internship
Onsite
Intern
$20/hr - $25/hrFocus Financial Partners is an active investment management firm looking for a full-time intern to assist with portfolio management and research. The role involves automating reports, improving trading tools, and participating in investment discussions.
Asset ManagementFinanceFinancial ServicesWealth Management
No H1B
Responsibilities
Automate and streamline reports through Python or Excel VBA
Improve portfolio monitoring and trading tools
Assist portfolio managers with ad-hoc assignments and research
Participate in investment discussions with the options team
Submit case studies to enhance on-site learning
Qualification
Required
Current student pursuing a bachelor's or master's degree in finance, economics, engineering, computer science, math, or a related field
Expected graduation date between December 2026 and Spring 2027
Successfully complete assessments within 5 days of receiving the link
Ability to work and commute out of NCAM's Stamford, CT office 5 days per week; relocation assistance is not provided
Candidates must have permanent authorization to work in the U.S
Strong attention to detail and ability to follow through on projects effectively
Proficiency in MS Office (Outlook, PowerPoint, Excel, OneNote, Teams, SharePoint)
Programming experience (Python, VBA)
Excited about a career in investment management
Preferred
CFA or similar designation preferred
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
Founded in 2006
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Michael Nathanson
Chief Executive Officer
Adam Birenbaum
President
Recent News
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