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Summer Intern 2026
Summer Intern 2026Concurrent Investment Advisors • Tampa, FL, US
Summer Intern 2026

Summer Intern 2026

Concurrent Investment Advisors • Tampa, FL, US
30+ days ago
Job type
  • Part-time
Job description

Job Description

Job Description

Description

We are seeking a highly motivated and dynamic individual to join our team as a Summer Intern. In this role, you will be involved in various tasks and projects related to the organization. We have multiple departments seeking interns, including : Finance, Marketing, Business Development, Operations, Compliance, and our Investments team. We are seeking candidates entering their final year or semester of college, or recent graduates. We are seeking motivated early-career professionals who are eager to grow with our team long-term. Here are some common responsibilities and opportunities you might encounter :

Key Responsibilities

1. Department-Specific Needs :

  • Learn the ins and outs of your department and meaningfully contribute to team goals
  • Provide support to department team members as assigned.
  • Help prepare reports, marketing materials, and other documents as needed.

2. Administrative Support :

  • Assist with administrative tasks such as data entry, document management, and filing.
  • Update information in the firm's CRM system and maintain accurate records.
  • Create systems and processes for organization and workflow as needed.
  • 3. Compliance Knowledge :

  • Learn about regulatory requirements governing investment advisory services.
  • Assist in ensuring compliance with industry regulations and internal policies.
  • Participate in compliance training sessions and help maintain compliance-related documentation.
  • 4. Professional Development :

  • Actively participate in training sessions and learning opportunities provided by the firm.
  • Seek feedback from supervisors and peers to improve performance and enhance skills.
  • Take initiative to expand knowledge of financial services industry practices and regulations.
  • Qualifications

  • Currently pursuing a degree in finance, economics, business, or a related field and either entering final year or semester of college, or recent graduate.
  • Strong interest in financial services, retirement planning, and investment management.
  • Excellent analytical skills and attention to detail.
  • Proficiency in Microsoft Office suite, particularly Excel and PowerPoint.
  • Effective communication and interpersonal skills.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Previous internship or work experience in finance or related fields is a plus.
  • Location / Schedule

  • This position will work from our downtown Tampa, FL location
  • Candidates must have own housing option for the duration of the internship
  • This position will be on a part time basis working Monday-Thursday 9 : 00 am – 5 : 00 pm
  • Internship will be 10 weeks beginning in May 2026 – Exact date TBD
  • Occasional evening / weekend hours may be requested.
  • Travel up to 10%
  • Job Type

  • Temporary, Part-Time, Non-Exempt
  • Benefits

    Not offered for part-time employees.

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    Intern Summer 2026 • Tampa, FL, US

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