美国尔湾实习-财富管理分析师 & 投资银行分析师 & 量化风险与数据实习生
发布时间：2025年04月12日18：00时
公司介绍
公司致力于通过提供全面的金融咨询服务，帮助客户实现财务目标，以“Empowering Your Financial Journey”为座右铭，秉持诚信、创新和包容的价值观。公司提供金融预测、审计与鉴证、股票交易、战略规划、债券与商品投资、税务与效率优化等服务。其亮点和优势在于提供个性化、精准的金融策略，运用创新的生成式人工智能(GenAl)解决方案和前瞻性建议助力客户达成目标，且服务性价比高。过往的合同项目涵盖财务报告、保险金融、商业增长方案等领域。客户对其创新策略、个性化建议、专业指导以及诚信透明的合作态度给予高度评价。
实习形式
线上/线下（尔湾）
实习时长
8周
财富管理分析师实习生 Wealth Management Analyst Intern
岗位职责
● Integrate Al into wealth management services to enhance the support provided to the private client group. As a Wealth Management Intern, you will assist in utilizing Al for comprehensive financial analysis, client service, and the execution of specialized projects.This role is ideal for someone passionate about combining finance with emerging technologies to offer sophisticated,personalized financial advice and services.
● Collaborate with experienced Financial Advisors, leveraging Al to analyze client portfolios and assist in developing customized investment strategies.
● Shadow Financial Planning Associates, learning how Al tools can enhance financial planning and client advisories.
● Interact with team members across departments to deliver exceptional client service.using Al to streamline processes and improve response times.
● Assist in preparing for client meetings, including the utilization of Al to analyze financial data and generate insights for presentations.
岗位要求
● Proficiency in MS Office with a keen interest in Al and machine learning applications in finance.
● A collaborative spirit with the drive to innovate and leverage technology in finance.
● Ability to work independently and in a team, with excellent communication,organizational,and interpersonal skills.
● Strong attention to detail and follow-through capabilities.
投资银行分析师实习生 Investment Banking Analyst (lBD)Intern
岗位职责
● Embrace the future of investment banking by integrating Al into capital raising,M&A, and corporate finance services. This role offers the opportunity to work on Al-assisted financial models and analytics to support decision-making processes.
● Develop Al-enhanced financial models for various transactions.
● Use Al tools for valuation and market analysis.
● Assist in creating Al-driven presentations and reports for financing clients
岗位要求
● Strong mathematical and programming skills, including familiarity with Al and machine learning frameworks.
● Interest in financial marketßs and Al applications.
● Analytical and critical thinking skills, with a keen interest in Al-driven analytics.
量化风险与数据实习生 Ouant Risk & Data lntern
岗位职责
● As a Quantitative Analyst Intern, you'l dive into the integration of Al and machine learning in financial models to drive investment, pricing, and risk management decisions. This role involves both developing new Al-driven models and enhancing traditional quantitative analysis methods
● Apply large language model in developing financial models.
● Research and implement Al tools for portfolio optimization, performance measurement, and pricing models.
● Collaborate on Al projects to enhance trading algorithms and risk management strategies.
岗位要求
● Strong mathematical and programming skills, including familiarity with Al and machine learning frameworks.
● Interest in financial markets and Al applications.
● Analytical and critical thinking skills, with a keen interest in Al-driven analytics.
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