Intern - Nottingham Financial Group

Community Financial System, Inc.•Plattsburgh, NY

3d•$16 - $20

About The Position

Nottingham Financial Group (Nottingham Investment Services & Nottingham Advisors) is seeking a motivated and detail-oriented intern to our team. This internship is for up to 20 hours per week and offers hands-on experience supporting both Nottingham Investment Services and Nottingham, providing valuable exposure to financial planning, investment analysis, and performance reporting. This internship will provide opportunities for the following: Mentorship: Guidance from experienced professionals in both financial planning and investment management. Exposure: Opportunity to work across multiple areas of financial services. Impactful Projects: Involvement in meaningful assignments that contribute to real client outcomes. Team Culture: Collaborative environment with opportunities for learning and growth.

Requirements

Currently pursuing a degree in Finance, Economics, Business, Financial Planning or a related field.
Analytical Skills: Strong attention to detail and analytical thinking
Communication: Excellent written and verbal communication abilities.
Technical Skills: Proficiency with Microsoft Office Suite (Excel, PowerPoint) preferred; familiarity with financial analysis tools is a plus.
Interest: Genuine enthusiasm for financial planning and investment management.

Responsibilities

Support Financial Planning Director: Assist with the creation, analysis, and updating of comprehensive financial plans for clients.
Special Projects: Contribute to various projects as needed, working collaboratively with the team to deliver customized solutions.
Research and Analysis: Help research financial products and strategies to support client recommendations.
Security Analysis: Participate in projects focused on analyzing securities and reviewing investment portfolios.
Performance Reporting: Assist with the collection, modeling, and presentation of investment performance data.
Ad Hoc Assignments: Engage in assignments designed to deepen your understanding of investment management.

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