Intern – Investment Management

Intern –Investment ManagementAt Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity, and invention. We uphold that same standard of respect and dedication for clients and colleagues alike.Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our passionate dedication inspires you, we invite you to consider joining our team.As a summer intern on the Financial Technology team, you'll develop software components to help generate sponsor partner requested analyses. These tools will support portfolio managers, compliance, and operations teams in coordinating our clients' portfolios.In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this role, we seek someone with strong engineering skills and a curiosity about finance to help productize our toolset. If you're a self-motivated problem-solver, this could be the opportunity for you!Responsibilities:• Work closely with financial technology team to write/update components for workplace sponsor portfolio analysis components.• These tools are expected to be productized and integrated into a proprietary tool platform.Requirements:• Must be a Rising Sophomore/Junior• Majors Desired: Business/Finance/Economics/Statistics/Computer Science• Demonstrated experience in Python engineering with Flask/Vuejs.• Experience with Sql/JS a plusAbout Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's1. with 145+ offices2 across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.For more information, please visit EdelmanFinancialEngines.com.© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.1 The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.2 Edelman Financial Engines data, as of Dec. 31, 2022.3 Edelman Financial Engines data, as of Sep. 30, 2023.