Financial Modelling Intern

CR Asset Management is an independent wealth management firm advising families, business owners and retirees. Our advisors handle retirement planning, investment management and estate coordination for about 900 households. Dress is business casual, and suits come out for client meetings.

The internship:

Remote finance internship for CA, CFA, MBA Finance or BCom students. Most of the work is in Excel and Google Sheets. This is a remote internship. You will work with our team in Cork, and the stipend is paid monthly in USD. Working hours overlap with UK business hours. We ship you a laptop and accessories before your first day.

What you'll do:

• Analyse unit economics such as CAC, LTV and contribution margin by product line
• Assist with investor data requests and keep the data room folder organised
• Create charts and summary slides for monthly management and board meetings
• Collect expense data from department heads and reconcile it with the books
• Clean exported data from Zoho Books, Tally or QuickBooks for analysis
• Build and update financial models for revenue, costs and cash runway
• Track vendor payments and upcoming dues in a cash flow sheet
• Research industry benchmarks and competitor financials from annual reports

Requirements:

• Have their own laptop and a reliable internet connection
• Are able to join within 15 days
• Students currently pursuing B.Tech, BE, BCA, MCA, B.Sc or a related degree, or fresh graduates (between December 2027 and June 2028 batch)
• Strong MS Excel: VLOOKUP or XLOOKUP, SUMIFS, pivot tables and basic charts
• Laptop with desktop MS Excel installed (not only the web version) and stable internet
• Pursuing BCom, BBA or MBA (Finance), or studying for CA, CMA, ACCA or CFA, with expected completion in between December 2027 and June 2028
• Available 25 to 40 hours a week for at least 3 months
• Comfortable asking questions when the data does not add up
• Able to keep financial information confidential

What you'll learn:

• Advanced Excel habits: clean structure, checks and documentation
• How a growing company budgets, forecasts and reports to investors

Duration: 6 months

Start date: Jan 2027

Stipend: $350 to $400 per month

Perks:

• Mentorship from senior team members
• Job offer on successful completion
• Pre-placement offer (PPO) for strong performers
• 5 days a week

Let us know your current notice period and salary expectations.

Duration: 6 months. Start: Jan 2027.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at CR Asset Management.