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Alan B. Lancz and Associates, Inc.

Alan B. Lancz and Associates, Inc., is currently offering full-time, flexible term Wealth Management Internships in the fields of Accounting, Economics, Computer Science, Statistics, or Marketing. We seek creative and open minds that strive to be world class in a variety of financial classes from equity/fixed income research to private equity and real estate. The positions will be located at our corporate offices in Toledo, OH with the potential for future full-time employment as a financial professional with the firm.The chosen candidates will be working in all aspects of wealth management, including data gathering and analysis using data analytics and coding (Python/SQL), all aspects of real estate, market research of potential acquisition opportunities, website development and financial planning including proformas, budgets, technical and fundamental analysis. Additional duties will include assistance in the preparation, publication and distribution of research, along with practical hands-on experience in private equity, real estate, investment analysis and retirement planning.The term of the Internship will depend on periodic reviews of performance. Compensation will be determined by qualifications and experience.Desired Skills:&middot; Digital marketing skills including data analytics and coding&middot; Capability and willingness to work long hours&middot; Energetic, flexible, and approachable work style with the ability to manage multiple projects simultaneously, along with the ability to work independently or collaborativelyQualifications Needed:&middot; Currently pursuing or recently completed an advanced degree in Finance, Economics, Computer Science, Statistics or Engineering&middot; Industry designation such as CFP, CFA, CPA or equivalent desirable&middot; Experience in investment banking, investment analysis and/or financial planning&middot; Uncompromising ethical standards and understanding of fiduciary responsibilityHow to Apply:Send us your resume along with the date when you could begin your Internship at our corporate offices located in Toledo, OH. Include a brief note explaining one way you believe AI or Data Analytics will fundamentally change Private Equity or Wealth Management in the next five years. Our address is: dave@ablonline.comJob Type: InternshipPay: $18.00 - $28.00 per hourBenefits:<ul><li>Flexible schedule</li></ul>Work Location: In person

Wealth Management Internships

Join Alan B. Lancz and Associates, Inc. and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Alan B. Lancz and Associates, Inc.

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Wealth Management Internships