Client Service Intern / Investments Intern

Location
Atlanta, Georgia
Posted
Jan 05, 2020
Closes
Feb 04, 2020
Employment Type
Part Time
Level
Internship

Homrich Berg ("HB") is a leading fee-only financial planning and investment advisory firm located in Atlanta, GA.  Established in 1989, HB’s employees provide comprehensive financial planning and investment management services primarily to high net worth individuals.

Positions:

Client Service Intern

Investments Intern

(when applying, please note which position you are most interested in)

Dates of internship:  May 18, 2020 to July 31, 2020

 

Client Service Intern:

This position will assist Financial Planners in accomplishing the overall goal of serving our clients.  Duties:   

  • Create/update financial statements, projections, and investment allocation charts.
  • Research projects and various administrative duties.

Investments Intern:

This position will assist the Investments department in accomplishing their overall goal of serving the company’s investment needs.  Duties:

  • Update internal performance reports used for department and investment committee meetings.
  • Assist the investment department with due diligence and operational due diligence, monitoring, etc. for public and private funds.
  • Research projects and various administrative duties.


Qualifications:

  • Must be a rising senior or graduate student (those who are eligible for potential fulltime employment within a year of completion of internship).
  • Must demonstrate a “team-first” attitude.
  • Willingness and ability to adapt to changing priorities.
  • Must be proficient in Excel.
  • Excellent communication skills.
  • Excellent research and problem solving skills.