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FINANCIAL INTERNSHIPS - 2019

Employer
Alan B. Lancz and Associates, Inc.
Location
Toledo, Ohio (US)
Salary
Compensation will be determined by qualifications and experience.
Closing date
May 5, 2019

View more

Job Function
Investment Advisor/Consultant, Wealth Management
Industry Sector
Private Wealth Management Firm
Certifications
Passed CFA Level I
Employment Type
Internship
Education
Bachelors

Job Details

Alan B. Lancz and Associates, Inc., is announcing 2019 Financial Internships for recent graduates and graduate students in the fields of Finance, Accounting, Statistics, Marketing, or Entrepreneurship. We seek creative and open minds that strive to be world class in a variety of financial classes from equity/fixed income research to private equity and real estate. The positions will be located at our corporate offices in Toledo, OH with the potential for future full-time employment as a financial professional with the firm.

The chosen candidates will also be working in all aspects of wealth management; including data gathering and analysis, all aspects of real estate, financial planning, and daily research. Additional duties will include assistance in the preparation, publication and distribution of research, along with digital marketing, website development and media/web communication.

The term of the Internship will depend on periodic reviews of performance. Compensation will be determined by qualifications and experience.

Desired Skills: 
• Strong verbal and written communication skills to interact with Associates and Clients
• Demonstrated proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
• Ability to quickly master in-house financial planning portfolio management software
• Ability to manage time effectively and prioritize projects to ensure on-time completion
• A strong, highly collaborative work ethic for all aspects of client service
• Digital marketing including grassroots, CRM and data analytics

Qualifications:
• Bachelor's degree completed; MBA or advanced degree in process
• Uncompromising ethical standards and the understanding of fiduciary responsibility
• Industry designation such as CFP, CFA, or equivalent earned or in process
• Ability to handle multiple tasks with attention to detail and accuracy

APPLY BY SENDING A COVER LETTER AND RESUME TO: dave@ablonline.com

Company

Alan B. Lancz and Associates, Inc. is a nationally recognized money management firm offering personalized portfolios coordinated for each client's specific goals, objectives, and risk tolerance. Included among our select clients are individuals, corporations, retirement plans, trusts, non-profit organizations and other investors seeking a risk adverse, disciplined, low cost, proactive investment strategy.

Company info
Website
Telephone
419-536-5200
Location
3435 N. Holland Sylvania Road
Toledo
OH
43615
United States

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