Investment Analyst Intern

Institutional clients include pension funds, endowments and insurance companies. We're looking for an Investment Analyst Intern. This is an Excel-heavy role. If you enjoy cleaning data and building models, apply. Our headquarters is in Philadelphia, and about a third of the team works remotely from other countries. This is a remote internship. You will work with our team in Philadelphia, and the stipend is paid monthly in USD. You will need at least 4 hours of overlap with US Eastern time. You will need a reliable internet connection and a quiet place to work.

What you will do:

• Clean exported data from Zoho Books, Tally or QuickBooks for analysis
• Support pricing analysis for new plans or products
• Review invoices for accuracy before they go to accounts payable
• Prepare monthly budget versus actual reports and explain major variances
• Create charts and summary slides for monthly management and board meetings

You should be:

• Have a working laptop and a stable internet connection
• Students currently pursuing B.Tech, BE, BCA, MCA, B.Sc or a related degree, or fresh graduates (2028 batch)
• Understanding of the three financial statements and how they link
• Available 25 to 40 hours a week for at least 3 months
• Laptop with desktop MS Excel installed (not only the web version) and stable internet

3 months, starting Jan 2027. Stipend: $350-$400 per month.

Perks: Job offer on successful completion, Internet allowance, Flexible work hours, Informal dress code, Performance bonus, Mentorship from senior team members.

Please submit your CV in English.

Duration: 3 months. Start: Jan 2027.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Palmetto Financial LLC.