Equity Research Intern

Who we are

Since 1977, the agency has placed crop and farm coverage across California. Most of our book is personal lines, with a growing share of small commercial accounts. Continuing education credits are tracked and reimbursed.

About the role

Help the FP&A build budgets, track spend against plan and prepare investor-ready reports. We are headquartered in San Jose and have been hiring remotely since 2020. Remote internship with a team based in San Jose. The stipend is paid at the end of each month. Our standups are at 9:00 AM Pacific.

Day to day

• Review invoices for accuracy before they go to accounts payable
• Collect expense data from department heads and reconcile it with the books
• Maintain the monthly closing checklist and chase pending items
• Build and update financial models for revenue, costs and cash runway
• Support pricing analysis for new plans or products
• Track vendor payments and upcoming dues in a cash flow sheet
• Write short notes explaining trends in revenue and spending
• Analyse unit economics such as CAC, LTV and contribution margin by product line

What we're looking for

• Women wanting to start or restart their career can also apply
• Own a laptop and have stable internet at home
• Students currently pursuing B.Tech, BE, BCA, MCA, B.Sc or a related degree, or fresh graduates (2027 batch)
• Are able to join within 15 days
• Able to keep financial information confidential
• Good with numbers and careful with details. Small errors in finance cause big problems
• Comfortable asking questions when the data does not add up
• Pursuing BCom, BBA or MBA (Finance), or studying for CA, CMA, ACCA or CFA, with expected completion in 2027

Preferred

• Financial modelling course or case competition experience
• CFA Level 1 cleared or in progress

Duration: 3 months

Start date: Immediately

Stipend: $400 - $420 per month

What we offer

• Informal dress code
• Laptop provided for the internship
• Job offer on successful completion
• Free access to paid learning courses
• Internet allowance
• Mentorship from senior team members

Applications are reviewed weekly.

Duration: 3 months. Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Washington Underwriters.