Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Intern in our Newport Beach office. The ideal candidate will be responsible for assisting the Company’s multiple departments in a wide variety of projects. We are looking for an undergraduate student pursuing an economics degree, with an interest in learning more about the Registered Investment Advisor (RIA) industry. This is a paid internship and assumes a flexible schedule of approximately 30 hours per week.

Responsibilities

• Map new client investment statements into excel for analysis by lead advisors.
• Prepare PowerPoint presentations for new client meetings outlining Beacon Pointe’s value proposition.
• Work with internal operations team to ensure timely completion of paperwork and other requests for Newport Beach clients.
• Retrieve incoming faxes and distribute to advisory team for review.
• Update alternative investment performance data in Beacon Pointe’s system using statements provided by the investment manager.

Qualifications

• Excellent written and verbal communication skills
• Strong organization and interpersonal skills
• Ability to excel in a fast-paced, team environment
• Proficiency in Microsoft Office applications is a must