Investment Analyst Intern

Who we are:

Our practice areas include healthcare, higher education, science and technology, and aviation. Deadlines cluster around permit submissions and bid sets.

About the role:

This is an Excel-heavy role. If you enjoy cleaning data and building models, apply. We are headquartered in Stockton and have been hiring remotely since 2020. This is a remote internship. You will work with our team in Stockton, and the stipend is paid monthly in USD. Our standups are at 9:00 AM Pacific. Please make sure you have dependable internet and backup power.

Day to day:

• Collect expense data from department heads and reconcile it with the books.
• Clean exported data from Zoho Books, Tally or QuickBooks for analysis.
• Track vendor payments and upcoming dues in a cash flow sheet.
• Maintain the monthly closing checklist and chase pending items.
• Build and update financial models for revenue, costs and cash runway.

What we're looking for:

• Women returning to work after a career break are welcome to apply.
• Have their own laptop and a reliable internet connection.
• Can start right away or within the next two weeks.
• Laptop with desktop MS Excel installed (not only the web version) and stable internet.
• Clear written English for reports and emails.
• Able to keep financial information confidential.
• Pursuing BCom, BBA or MBA (Finance), or studying for CA, CMA, ACCA or CFA, with expected completion in 2027.
• Strong MS Excel: VLOOKUP or XLOOKUP, SUMIFS, pivot tables and basic charts.
• Understanding of the three financial statements and how they link.

What you get out of it:

• Month-end close and variance analysis in practice.
• You will present a short finance update to the founders at least once.
• How a growing company budgets, forecasts and reports to investors.

Duration: 2 months

Start date: Within 2 weeks

Stipend: $300 - $350 monthly

Perks:

• Performance bonus.
• Internet allowance.
• Laptop provided for the internship.

Please submit your CV in English.

Duration: 2 months. Start: Within 2 weeks.

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