Investment Management Intern

Montecito Bank & Trust • Montecito, CA

14h • $18 • Onsite

About The Position

Montecito Bank & Trust is offering a paid, part-time Investment Management Internship in our Wealth Management department. As an Investment Management Intern, you will deliver a World Class Experience by supporting our Wealth Management team members as well as other Bank departments. You will work in a fast-paced environment and work on projects related to audit preparation, client presentations, research, and financial planning analysis. You will be located in Montecito, CA with a fully on-site work schedule.

Requirements

• A high school diploma or equivalent required.
• Minimum of 2 years of College/University coursework required; most relevant career paths would include Business, Economics, Finance, and Accounting.
• Proficiency with MS Outlook, Excel, Word, PowerPoint, and Adobe.
• Understanding of numerical calculations including statistical and performance measurement concepts.
• Driven to learn, proactive, and curious.

Responsibilities

• Maximize use of portfolio management system and establish best practices through creation of a user guide.
• Improve investment work of portfolio management team by increasing knowledge of vendor capabilities and use of equity research services.
• Develop standardized and streamlined product presentations to support portfolio managers and trust officers.
• Study feasibility of a sustainable investment product offering for nonprofits.
• Support audit preparation, compliance testing and tracking, and financial planning analysis as needed.
• Conduct research on various ETFs and mutual funds as needed.

Benefits

• Workplace culture that fosters an engaged workforce and supports associate’s growth and development
• Competitive Pay
• Medical, Dental, Vision, & Life Insurance
• Paid Sick Time & Federal Holidays
• Associate Bank Accounts
• Bank Gatherings, Events, & Associate Engagement Activities

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Education Level: High school or GED