Finance Intern

Axos Bank•San Diego, CA

About The Position

Join Axos Bank’s immersive 12-week Summer Internship Program to gain hands-on experience, contribute to enterprise initiatives, and develop professional skills in a fast-paced, technology-driven financial environment. In addition to day-to-day duties, interns participate in a capstone project, sessions with business leaders, financial literacy training, Corporate Finance Institute trainings, and a volunteer day. Interns choose between Session 1 (May 25–August 13) or Session 2 (June 14–September 3); years are not specified. The Finance Intern supports the Investments/Treasury team with analytical and process-improvement activities. The role includes reviewing and documenting process maps and workflows, assisting with recurring and ad hoc reporting, and gaining exposure to fixed income securities analysis, derivatives, and investment processes. The intern works alongside analysts to learn how the Bank evaluates and monitors its investment portfolio. Finance and AI-based software tools are used to support data analysis, reporting automation, and process documentation. Interns contribute to real projects supporting Treasury operations and gain exposure to institutional investment analysis, financial processes, and applied AI in finance. The position also supports financial analysis, reporting, forecasting, and decision-making in a technology-driven banking environment. Axos describes itself as a digital-first financial services company offering technology-driven tools and services to individuals, small businesses, and companies.

Responsibilities

Assist in analyzing financial statements, performance metrics, and financial projection reports.
Prepare dashboards and presentations for leadership using digital tools.
Support the development of financial models for revenue projections and expense management.
Help update and maintain forecasting tools used in a fast-paced online banking environment.
Work with large datasets to identify trends and provide actionable insights.
Collaborate with analytics teams to integrate financial data into decision-making processes.
Review and document existing process maps and workflows to identify opportunities for efficiency and standardization.
Assist in creating and maintaining recurring and ad hoc reporting for the team.
Work with analysts to understand how the Bank evaluates and monitors its investment portfolio.
Use finance and AI-based software tools for data analysis, reporting automation, and process documentation.
Work on projects supporting the Treasury team's day-to-day operations.