About The Company

Mid-tier Financial Services firm with national offices is offering a Finance & Funds Assistant Internship for a talented Finance student or graduate for a 12-week internship placement. The company specialises in funds administration, SMSF management and insurance. This is a great opportunity to join a mid-size finance firm to start your career in finance.

Overview

Looking for a Finance and Funds Assistant Internship? This company is seeking a Finance Assistant Intern with qualifications in Accounting & Finance for their 12-week Finance & Funds Assistant Internship program. As a recent graduate, you will undertake a 3-month Finance and Funds Assistant Internship to build your skills, knowledge, and experience in the financial services industry. During your Internship, you will assist in the management of a portfolio of managed funds, monitoring trends, and providing advice to the Partners on fund performances based on market conditions.

Finance & Funds Assistant Internship Roles and Responsibilities

  1. Valuing funds and portfolios and conducting trend analysis in Excel.
  2. Reviewing fund performance over a 10-year cycle and identifying top-performing and weak funds for senior management review.
  3. Preparing statements of advice based on the top 10 funds being used by the firm.
  4. Assisting with client meetings and preparing statements for presentations to clients.

What you will learn on the Finance and Funds Assistant Internship? 

  1. Comprehensive training in funds management to help you develop deep technical knowledge in funds management.
  2. Analysing real-world financial data and fund performance.
  3. Preparing financial statements, trend analysis and forecasting for global funds.

How to apply for this Finance and Funds Assistant Internship?

To be considered for this finance and funds assistant internship, specialising in funds management, you need to be a member of the CSA Internship Academy. To learn more about our Finance Internships Program and to apply to become a member of the CSA Internship Academy, please click the button below. Career Training, Mentoring & Internship Program Management fees apply.

Click Apply to get started.