Focus Investment Advisors Inc.

Focus is growing our Team: Financial Services Intern Description Forward-thinking, fast paced financial services company located in Solana Beach is looking to hire an intern with a desire to gain entry level exposure to the financial services industry. The position will provide exposure to financial administrative duties, individual investment and portfolio analytics, industry tools and software, the financial planning process as well as institutional asset management. Focus Investment Advisors Inc. is currently looking to expand our junior team members and will be able to provide a longer-term position for the right individual. The intern hired for this position will need strong critical thinking skills to integrate into our vibrant and passionate team of seasoned financial professionals. Responsibilities ·       Contribute to optimizing technology and tools to assist with firm growth ·       Build out with the assistance of other team members cloud-based data library ·       Assist with client account administration duties ·       Complete analysis of all investments in client portfolios ·       Assist in building investment portfolio models based on research ·       Assist in report preparation and meetings ·       Complete AAMS designation education and exam ·       Basic filing/ scanning and office duties ·       All duties to be performed in office Requirements Students/ Individuals applying for this internship should be interested in pursuing a career in the field of financial services/ financial planning/ financial administrative client services, institutional investment consulting, portfolio analysis or wealth management. Individuals must have a high school diploma and are able to demonstrate a solid foundation of Microsoft products This internship is paid. The company will provide letters of recommendation and allows for a resume building opportunity. The internship is part time 20 hours a week in office with self study education with flexible days depending on the needs of the intern. Computers will be provided for the intern’s use. Interns must pass a federal background check and be fingerprinted. Serious Inquiries Only. Deadline for application March 1, 2025. Internship to begin in May 2025 Amber Restine Arestine@focusinvestment.com Please email resumes along with a cover letter addressing the following prompt: Why do you want to work in finance?