AWM Global Advisors is seeking an Investment Associate to assist with financial modeling, perform due diligence, analyze financial data, and support investment activities to provide comprehensive wealth management solutions and portfolio management services to high net worth investors and businesses.
Requirements
- Software Engineer, Computer Science, AI/ML,Financial Modeling and Analytical Skills
- Experience conducting Due Diligence and supporting Investments
- Strong knowledge of Finance principles and practices
- Proficiency in Microsoft Office applications, especially Excel
Responsibilities
- assist with financial modeling
- perform due diligence
- analyze financial data
- support investment activities
- develop and implement investment strategies tailored to client needs
Other
- This is an on-site internship role
- located in the San Diego Metropolitan Area
- Excellent written and verbal communication skills
- Ability to work independently and collaboratively in a team environment
- Currently pursuing or recently completed a degree in Finance, Economics, Business, or a related field
