Finance Intern
: Job Details :

Hixon Zuercher Capital Management is a leading wealth management firm in Downtown Findlay, Ohio. HZCM is dedicated to providing customized financial solutions to over 360 clients. The team offers comprehensive investment management, financial planning, and wealth advisory services with a commitmentto excellence and personalized client care. Hixon Zuercher works with diligent savers who have accumulated significant investment and retirement assets.Finance Intern SummaryWe are seeking a motivated and detail-oriented college student to join the team as a part-time Finance Intern (FI). The FI will have a unique opportunity to gain firsthand experience in the financial services industry while working closely with the wealth and asset management teams.The position is designed to accommodate academic schedules Monday - Friday, between the hours of 8:00AM - 5:00PM.Position Description & Key ResponsibilitiesAssist Asset Management Team in gathering, analyzing, and interpreting financial data, including company reports, market trends, and economic indicators.Support Wealth Management Team with the creation of research reports, presentations, and other materials for client meetings.Prepare deliverables for client meetings by using a portfolio management system and financial planning software.Monitor and track key performance metrics for portfolios and assist in updating financial models.Assist Operations with special projects that support the operations of a wealth management firm.Help maintain and organize research databases, ensuring accuracy and completeness.Collaborate with team members on various projects related to investment strategies, portfolio management, and market research.Perform administrative assignments as needed to support Asset Management and Operations tasks.QualificationsEducation level: Currently enrolled in a college or university, preferably pursuing a degree in Finance, Economics, Business, or a related field.Exposure to Financial Planning, Accounting, or Family-Resource Management is preferred.GPA: 3.0 or higherCommunication skills: Must possess strong written and verbal communication skills.Computer skills: Proficient understanding of Microsoft 365: Outlook, Word, Excel, and PowerPoint.Knowledge in any of the following software is a plus, but not required: RedTail CRM, Morningstar Office, MoneyGuide, Box, SweetProcess, and Bloomberg.Organization skills: Must be capable of calendaring, task management, and organization.TermsCompensation: Starts at $15 per hourDuration & Hours: Internships are typically 3 months to 1 year in length. The work schedule and start time will be discussed based on the individual's availability with classes and school breaks. Hours will be determined with an offer of a minimum of 20 hours per week.Background Check: Candidate is expected to pass a performed background check.Confidentiality Agreement: Due to the sensitivity of client information, the candidate is required to sign a confidentiality agreement.How to ApplyThe FI acquires invaluable knowledge and exposure to the financial planning and investment management industry. If you have strong analytical skills and attention to detail, we encourage you to apply to gain real-world experience in financial services. The FI will have the opportunity to work in a collaborative and supportive environment where your contributions are valued. The candidate will work alongside experienced professionals and develop skills for a future career in finance.If you believe you are the right candidate for this unique opportunity, please:Include both your cover letter and resume.#J-18808-Ljbffr