2027 Summer Intern - Finance

The Hartford•Wayne, PA

About The Position

The Finance Summer Intern will support financial analysis, reporting, planning, and special projects. The role includes analyzing financial data and profitability, preparing information for executive-level reporting, supporting quarterly budget reporting and annual planning, and maintaining competitor and industry intelligence. The intern may also assist with accounting-related tasks and other ad hoc analyses as needed.

Requirements

  • Proficiency in Microsoft Excel.
  • Experience with PowerPoint.
  • Ability to multitask and manage multiple projects simultaneously.
  • Interest in corporate finance and a desire to learn more about the asset management industry.
  • Willingness to take on new projects and contribute wherever support is needed.

Nice To Haves

  • Experience with Microsoft Word and Outlook.
  • Experience with pivot tables and data analysis or interpretation.

Responsibilities

  • Perform financial modeling and analysis, including assets, flows, revenue, and expense trends.
  • Support profitability analysis, including new and enhanced client-level profitability assessments.
  • Gather information across the organization to support executive-level reporting and presentations.
  • Support quarterly budget reporting and annual planning processes for the firm.
  • Gather, analyze, and maintain competitor and industry intelligence.
  • Assist with accounting-related tasks as needed.
  • Support ad hoc analyses and special projects as needed.

Benefits

  • Short-term or annual bonuses may be available.
  • Long-term incentives may be available.
  • On-the-spot recognition may be available.
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