Investment Intern - Wealth Management - Continuous Learning Opportunities

Title: INVESTMENTS INTERN

Location: NEW YORK, NEW YORK

(Hybrid opportunity - Students will work primarily remote but will be required to work in the NY office once a week, if local.)

Expected Internship Date: June 2024 – September/October 2024

(Expectation is 30+hrs during the summer months of June through August and 15-20/hrs once school starts in September).

Veris Wealth Partners is a leading impact wealth management firm, dedicated to providing clients with financial solutions that align with their values.  As an Investments Intern, you will have the opportunity to learn about the rapidly changing area of Sustainable, Responsible and Impact investing across all asset classes.

What You’ll Do:

• Work closely with the Investments Team on all aspects of investment research.
• Build knowledge and expertise of the impact investment ecosystem.
• Analyze and evaluate impact metrics reported by managers and funds.
• Assist in streamlining impact data collection and analysis using data analysis tools.
• Assist in preparing firmwide and client level impact reports and disclosures.
• Research advancements in impact measurement and management practices.
• Support the Invests team in sourcing and managing pipeline of investment properties.

What You’ll Need to Succeed:

• Commitment to impact investing and/or the advancement of environmental and social sustainable practices.
• Certification, Graduate or MBA program enrollment in finance, wealth management, sustainability, or related field preferred but not required.
• Knowledge of programming language like Python.
• Experience with data analytics and modeling preferred.
• Understanding of financial markets preferred but not required.
• Demonstrated aptitude for qualitative and quantitative analysis and ability to conduct comprehensive research related to sustainable and impact investing.
• Intermediate to Advanced skills in Microsoft Office, Word, Excel, and PowerPoint.
• Ability to work in a dynamic environment and manage multiple tasks and responsibilities.
• Strong oral and written communication skills.
• Intellectual curiosity and a demonstrated ability to work collaboratively.

What Veris Offers You:

• Sick Leave
• Professional development opportunities to enhance skills and knowledge.
• Networking opportunities to connect with professionals in the industry.
• Access to company resources for learning and growth.
• Opportunities to work on meaningful projects and gain hands-on experience.
• Flexible work arrangements, including hybrid work options to accommodate academic schedules.

Please note that these are just some potential examples and the specific benefits and perks offered may vary based on the position and location.

Compensation:

Salary range: $25.00 hourly

Compensation will be determined by a number of factors including educational background and experience.

About Veris:

Veris Wealth Partners is an independent, SEC registered, impact wealth management firm founded in 2007 that believes in aligning wealth with values to create meaningful impact. The firm offers ESG integrated investing, shareholder advocacy, and thematic investing through four impact themes – climate solutions and the environment, sustainable and regenerative agriculture, racial and gender equity, and community wealth building. Veris is recognized as a leader in sustainable, responsible and impact investing and is committed to creating an equitable, just, and sustainable world.  Veris is a proud B Corp and Best for the World Overall Honoree and have offices in New York City, San Francisco, and Portsmouth, NH.

For more information about the company, please visit our website: https://www.veriswp.com

Veris Wealth Partners provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Veris Wealth Partners complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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