Black Diamond Financial, LLC is a private wealth management firm focused on preserving and enhancing wealth. We are seeking to add a Summer Intern for our Baltimore, Maryland office. The intern will provide significant support to members of the firm. This position will work closely with the investment team on presentation creation, investment analysis, and research.
Key responsibilities include, but are not limited to, the following:
• Understanding and articulating our index investing philosophy
• Utilizing Excel and PowerPoint for financial modeling and presentation creation
• Utilizing Morningstar to assist in development of investment plans
• Assisting with the review of investments and client facing presentations
• Drafting publication and marketing materials including a quarterly market update
• Communicating the strategy, positioning, and performance of our methodologies and solutions
Required Background:
Candidates for this role will have a history of high achievement demonstrated by a proven record of rapid advancement in exceeding goals and outperforming peers. The ideal candidate has applicable finance related experience and has worked in a professional or entrepreneurial setting.
Other Required Qualifications:
The ideal candidate will bring to the role significant financial knowledge, a team-oriented approach, and a strong work ethic.
Other success attributes candidates should possess are:
• Pursuing a bachelor’s degree in Business, Finance, Accounting, or Economics
• Strong analytical ability and demonstrated sound judgment in external communications
• Highly organized and must possess exceptional technical, verbal and written communication skills
• Excellent decision-making capabilities with the ability to independently manage and interpret data
• Knowledge of financial modeling in Excel and presentation generation in PowerPoint
• Team player with the flexibility to independently manage work and complete time sensitive tasks
• High professional standards, honesty, and integrity
• Very high attention to detail
About Black Diamond Financial, LLC
• Pursuing a bachelor’s degree in Business, Finance, Accounting, or Economics
• Strong analytical ability and demonstrated sound judgment in external communications
• Highly organized and must possess exceptional technical, verbal and written communication skills
• Excellent decision-making capabilities with the ability to independently manage and interpret data
• Knowledge of financial modeling in Excel and presentation generation in PowerPoint
• Team player with the flexibility to independently manage work and complete time sensitive tasks
• High professional standards, honesty, and integrity
• Very high attention to detail
About Black Diamond Financial, LLC
Black Diamond Financial, LLC is a fee-only registered investment advisor with a unique focus on preserving and enhancing wealth. Our mission is to help you achieve your financial goals through the use of low cost, tax efficient investment strategies. We create individualized investment portfolios for each client that are risk-appropriate, returns optimized, and tax-efficient. Furthermore, we believe cost is a critical factor in any successful investment strategy and therefore offer fully transparent pricing that is well-below industry standard. As an employee-owned firm focused on our fiduciary duty, we make our clients’ interests our highest priority.
To Apply:
Visit Careers4Terps: https://careers.umd.edu/careers4terps
Search for Job ID 178614
