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2024 Investment Intern - Huntsville, AL

Madison Street Wealth Advisors of Raymond James

2024 Intern - Huntsville, AL

Madison Street Wealth Advisors of Raymond James are seeking to hire an intern! Our internship program is designed to provide talented students the opportunity to develop within their areas of interest through engaging in meaningful work, networking with firm leaders, and obtaining real world experience. We give interns the opportunity to grow and take part in events that embody our culture like community activities, team-building events, and much more. Raymond James offers Fall, Spring, and Summer internship opportunities. The goal of the internship program is to invest in the future of our firm. By carefully selecting exceptional intern candidates, we aim to establish a pipeline program that leads to entry-level roles upon graduation from college.


Essential Duties and Responsibilities: 

  • Manage and update investment models
  • Generate spreadsheets, proposals, and reports for a variety of clientele
  • Conduct research for fund families, equities etc. 
  • Develop goal plans for clients
  • Communicate with sales consultants and financial professionals 




Educational/Previous Experience Requirements:

  • Undergraduate studies in: Finance, Economics, Math, Business, or a related field.
  • GPA over 3.5 from an accredited University.
  • Complete sophomore year before start of the internship. 



Knowledge, Skills, and Abilities:


Knowledge of:

  • Fundamental concepts of capital markets and general interest in finance.
  • Fundamental concepts, practices, and procedures of a professional office environment.
  • Fundamental concepts of financial mathematics and data analysis.


Skills in:

  • Proficient in Microsoft Office, particularly Excel and PowerPoint.
  • Strong analytical skills and attention to detail.
  • Excellent verbal and written communication skills.
  • Operating standard office equipment and using, or can learn, required software applications. 


Ability to:

  • Solve issues with great attention to detail. 
  • Organize and prioritize multiple tasks and meet deadlines.
  • Communicate effectively, both orally and in writing.
  • Work independently as well as collaboratively within a team environment.
  • Provide a high level of customer service.
  • Establish and maintain effective working relationships. 



If you are interested please send your resume to the following and use the below link to apply .