Financial Services Internship

Leading independent full service investment dealer is looking to offer opportunities for Marketing/Finance Sales Assistants positions for its Private Banking division in the Vancouver Branch.

Length of position: Ongoing ( minimum 3 months)

Duties: To assist an Investment Advisor in the promotion of financial services and products including:

Marketing: development and implementation of marketing projects for individuals and corporations, database compilation, prospect contact, portfolio proposals, presentation preparation, organization of marketing materials, follow up on marketing efforts and various campaigns via telephone, appointments booking, misc. admin as required, participation to marketing campaign, seminar presentation development, research of information sources and reports material.

Qualifications: University degree: B.Com, ( specialty: Finance, Marketing)

Computer skills: Word, Excel, Power Point, Outlook

Aptitudes: Organizational, communication and writing skills, able to multi-task and perform under pressure and set deadlines, able to deal with conflict and problem solve, must be personable and diplomatic, highly service oriented, attentive to detail and accuracy, positive disposition, analytical mind, excellent presentation, maturity and flexibility.

6 Responses to “Financial Services Internship”


  1. 1 Bishnu Prasad Adhikari June 27, 2008 at 5:21 am

    BISHNU PRASAD ADHIKARI

    Profile:

    I am hard working, flexible, positive attitude professional analyst, would be a valued member of a dynamic corporation. I like to work with enthusiastic and committed colleagues towards the organization’s goals and objectives. I have got comprehensive problem solving ability, two-way communication skills & time management skills.

    My motto:

    I am aware of giving total individual support to an organization at any situation, at any given time provided there should fulfill organization goals rather than fulfilling individual task.

    Academic Qualification:

    June 2000 New Horizon English Boarding School
    School Leaving Certificate (SLC), 68%.

    August 2002 Tilottama Campus
    Higher Secondary Education Board (HSEB), 56%.

    July 2005 Seshadripuram First Grade College, Bangalore
    Graduation – BCA, Bangalore University (BU), 72%.

    June 2007 College of Advanced Technology Studies, Bangalore
    Post Graduation – MBA (Finance), Dr. MGR Deemed University, 82.9%.

    Project Works:

    June 2006 Project on “Financial Accounting in Hotel Industry”, Le Medirien, Bangalore.
    April 2007 Project on “Portfolio Management Services”, MAC CHARLES (INDIA) Ltd., Bangalore.

    Employment History’s:

    Designation – Jr. Accountant
    June 2006 – July 2007
    Le Meridien, Bangalore
    Sankey Road, Bangalore – 52

    Job Profile:
    • Maintaining Fixed Assets Register
    • Maintaining Depreciation Schedule
    • Bank Reconciliation, Income Tax
    • Bills Processing
    • Payroll Processing
    • Ledger Scrutiny
    • Vouching, and Posting of bills.

    Designation – Sr. Officer in Accounts/Purchases
    Nov 2007 – April 2008
    Crestanks Limited
    6th Street Ind. Area Kampala

    Job Profile:
    • Assistance to Financial Controller
    • Managing day-to-day accounts of the business in terms of data entries, stock reconciliation and bank reconciliation.
    • Developing systems and procedures for day-to-day accounts/purchases and controlling regards to import/inventory purchases.
    • Procuring required materials as per purchase indents approved, Follow-up deliveries dispatches, receipts of goods, inwards and outwards, Ascertaining material prices from time to time and negotiating with suppliers.
    • Participating in supplier evaluation and recommending suppliers to management approval, participating in inspection of purchased materials, issue of such materials and appropriate reconciliation for finished goods verification and reconciliation.
    • Conducting periodic supplier re-evaluation, maintaining records of purchases and report to management.

    Skill Sets:

    • Excellent knowledge in MS Office i.e., Excel, Word, PowerPoint
    • Excellent Computer typing, Computer troubleshooting.
    • Familiar with Internet searching and browsing.
    • Knowledge in C, C++, Basics of VB, JAVA
    • Operating Systems – Windows 98/ ME / XP

    SWOT Analysis:

    • Can cope with any serious deadlines, anytime available towards organizational goals, Flexibility, Time management.
    • There are no any weaknesses and threats as far as I am concerned. Judgment is yours.

    Personal Information’s:

    Father’s Name : Jiblal Adhikari
    Sex : Male
    Date of Birth : 19th July 1984
    Permanent Address : Galyang Bazaar
    Jagatradevi VDC-8
    Syangja (Dist.)
    Temporary Address : #64, Ward # 34,
    Sajha Basti Marg
    Mid Baneshwor
    Kathmandu
    Marital Status : Single/Never married
    Mobile no. : +977-9803831595
    Hobbies : Listening music, Playing Snooker, Table Tennis and Traveling.

    References and Educational Documentations are available on request

  2. 2 amit kumar July 8, 2008 at 10:43 am

    sir,
    i am amit kumar.And i am pursuing MBA(pgdm) from Dayananda sagar in Bangalore. and i want to do internship
    in bangalore.
    so please i should some help.And i am sending my resume, check it. and please i am waiting for reply. my email ID is
    amitkumar.dsi@gmail.com. and my contect no 09886858549

    thank you
    amit

  3. 3 Bishnu Prasad Adhikari August 31, 2008 at 8:03 am

    Dear Sir/Ma’m,

    I have submitted my request long back since I am interested doing one more internship in financial services sector.
    But I am worried because of your untimely feedback.
    Kindly let me know at the earliest.

    Sincerely,
    Bishnu Prasad A.
    Kathmandu, Nepal
    +977-9803831595

  4. 4 Patrick Lempka September 14, 2008 at 4:43 pm

    Hello,

    I will be moving to Vancouver this winter and hope to secure a finance internship before I arrive. I feel that I have the necessary qualifications for this position and hope to hear back from you. My resume follows:

    Patrick Lempka
    135 Post Rd. Slate Hill, NY 10973
    plempka@gmail.com
    (845) 800-1842

    Objective
    Obtain a summer internship in finance.

    Education
    Binghamton University, State University of New York
    Bachelor of Science, Management, December 2009
    Concentration: Finance Minor: Global Studies
    Major GPA: 3.5/4.0 Cumulative GPA: 3.3/4.0

    Murdoch University, Perth, Australia Spring 2008
    • Semester Abroad
    • Studied local and worldwide financial markets from Australian perspective

    Lancaster University, Lancashire, England Spring 2007
    • Semester Abroad
    • Studied management techniques of English business leaders

    Experience
    Teaching Assistant, Financial Management, Binghamton University Fall 2008
    • Teach weekly discussion sections for 50 students
    • Provide extra help with complex topics
    • Grade and proctor exams

    Finance Society, Binghamton University Fall 2008
    • Attend weekly ‘roundtable’ meetings to analyze current financial market activities
    • Compete with other members through case and stock competitions

    Head Washer, A. Servidone, Inc., Florida, NY June 2005 – Present
    • Supervise and assist a team of equipment washers for a large construction company
    • Deal with large suppliers frequently when making purchases and returns of merchandise
    • Extensive travel and completion of variety of tasks resulted in strong leadership skills

    Kardinya Tavern, Perth, Australia Spring 2008
    • Worked as a kitchen hand and part-time server
    • Enhanced understanding of Australian culture and work environment

    Captain, Wrestling Team, Minisink Valley High School 2004 – 2005
    • Helped lead team to top five ranking in NYS during 2004 and 2005 seasons

    Activities
    Brazilian Jiu-Jitsu Club, Binghamton University Fall 2007 – Present
    • Participate in group practices several times each week
    • Training has resulted in improved discipline and time management skills

    Mixed Martial Arts Club, Lancaster University Spring 2007
    • Coached other members on wrestling techniques
    • Competed in tournaments with team

    Computer Skills
    • Proficient in MS Word, Excel, PowerPoint

  5. 5 hitin teotia March 21, 2009 at 7:29 pm

    The expertise MBA has given me till yet this is the blend of Practical and theory application but what i still keen to know how a corporate works. For that i have reached a right place who can help in getting me the organization where i can make it happen by getting a company where i could do internship in finance on working capital requirement.

  6. 6 Daniel September 2, 2009 at 6:06 pm

    Dear Prospective Employer,

    I am writing to be considered for an Internship position at your company. As a recent Yale University graduate who has explored many facets of the curriculum, and witnessed the dramatic collapse of the economic system, I find myself greatly interested in the new flux of activity and strategy involved in your company at this time. My ability to juggle commitments as a Varsity athlete and Captain of the lightweight crew team, an employee of the Yale Office of Development, and my volunteer work for St. Martin’s Academy demonstrates that I am capable of working in a high-paced, dynamic and demanding environment. I feel confident that the enthusiasm, ethic, initiative and teamwork skills that I have built throughout my life would make me a valuable addition to your firm.

    My experience as a Research Intern at the Yale Office of Development has provided me with a tremendous hands-on introduction to economics, finance and marketing. While working at Yale, I have been able to perform many interesting forms of research and valuations on a wide variety of individuals and companies. Through this research I have developed both an interest for finance and marketing while gaining a broad exposure to many different problems associated with the accumulation of capital. Both as part of a team and on my own, I was faced with many unfamiliar challenges while working at Yale. In order to overcome these difficulties I drew on my experience as a member of the lightweight crew team in order to adapt and solve the problems I was faced with. Moreover, the work that I completed while in this position enabled me to further hone my research and analytical skills. This experience, along with my previous employment in customer service, ensures that I have the quantitative, interpersonal, computer based and problem-solving skills required at your company.

    Throughout my years rowing as a Varsity athlete and current Captain of Yale’s Lightweight Rowing Team, I have developed a relentless work ethic and strong ability to adapt to new problems. These experiences will enable me to excel as a member of your team. I have just completed my ninth year rowing and fulfilled my responsibilities as Captain of the Lightweight team. I am extremely proud of my contribution to the team, having led the team to win the Head of the Charles Regatta in the Lightweight Men’s Four, the Princeton Chase in the Lightweight Men’s Eight, a 2nd place finish at the National Championships and a 2nd place finish in the Prince Albert Cup at the Henley Royal Regatta. This invaluable experience as a member of an elite athletics team has taught me how to set goals and achieve results within a highly competitive atmosphere. Furthermore, my role as Captain has taught me the importance of creating a dynamic team environment where teammates at all levels of skill and commitment enjoyed being members of the team. I am confident that the drive, devotion, and experience I have will enable me to make a significant contribution to your business.

    I believe that my experience and education, coupled with my enthusiastic and dedicated personality, will allow me to excel as an Intern at your company. I am genuinely excited about the unique opportunity presented by your company and look forward to discussing the position and my suitability in more detail. Thank you for your time and consideration.

    Sincerely,

    Daniel Ensslen


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