Intern - Nottingham Financial Group jobs in United States
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Community Bank, N.A. · 14 hours ago

Intern - Nottingham Financial Group

Community Bank, N.A. is dedicated to providing high-quality financial services and products. They are seeking a motivated intern to support Nottingham Investment Services and Nottingham Advisors, offering hands-on experience in financial planning, investment analysis, and performance reporting.

BankingFinancial ServicesPersonal FinanceWealth Management

Responsibilities

Support Financial Planning Director: Assist with the creation, analysis, and updating of comprehensive financial plans for clients
Special Projects: Contribute to various projects as needed, working collaboratively with the team to deliver customized solutions
Research and Analysis: Help research financial products and strategies to support client recommendations
Security Analysis: Participate in projects focused on analyzing securities and reviewing investment portfolios
Performance Reporting: Assist with the collection, modeling, and presentation of investment performance data
Ad Hoc Assignments: Engage in assignments designed to deepen your understanding of investment management

Qualification

Financial PlanningInvestment AnalysisAnalytical SkillsMicrosoft Office SuiteInterest in FinanceCommunication

Required

Currently pursuing a degree in Finance, Economics, Business, Financial Planning or a related field
Strong attention to detail and analytical thinking
Excellent written and verbal communication abilities
Genuine enthusiasm for financial planning and investment management

Preferred

Proficiency with Microsoft Office Suite (Excel, PowerPoint) preferred
Familiarity with financial analysis tools is a plus

Company

Community Bank, N.A.

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Community Financial System Inc.

Funding

Current Stage
Late Stage

Leadership Team

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Jeffrey Connolly
SVP, Head of Business Banking Credit & Operations
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Melissa Bollman
Head of Retail Banking
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Company data provided by crunchbase