Investment Management Intern (Summer… at rebel Financial · Groveport

Summary: rebel Financial is a firm that prioritizes people before profits while striving for excellence in financial planning and investment management. The Investment Management Internship offers hands-on experience in investment research, portfolio management, and trading operations, providing valuable insight into the investment decision-making process within a financial advisory firm. Responsibilities: - Assist the investment team with investment research and market analysis - Support analysis of securities, ETFs, mutual funds, and portfolio strategies - Observe and assist with portfolio rebalancing and trading processes - Help review portfolio allocations and identify opportunities for improvement - Assist with account monitoring, reporting, and reconciliation tasks - Support documentation and improvement of investment management processes - Learn and apply the firm’s investment philosophy and portfolio management approach Preferred Qualifications: - Currently pursuing a degree in Finance, Economics, Business, Mathematics, or a related field - Rising junior or senior at a four-year institution preferred - Strong interest in investment analysis, financial markets, and portfolio management - Interest in pursuing the Chartered Financial Analyst (CFA®) designation is a plus - Strong analytical and problem-solving abilities - Ability to work independently while collaborating within a team - Familiarity with investment concepts, financial markets, or financial technology is beneficial but not required Required Skills: Investment analysis, Portfolio management, Financial markets Important Skills: CFA designation interest, Analytical abilities Nice-to-Have Skills: Investment concepts familiarity, Financial technology familiarity Internship Start Date: Start in 2026 Summer