Stratos Investment Management Intern

Stratos Investment Management Intern

Job Description

Stratos Investment Management (SIM), a wholly owned subsidiary of Stratos Wealth Partners in Beachwood, Ohio is looking for an enthusiastic, responsible college student to perform various administrative tasks and support all aspects of our Investment Management Operations. This will be a 15-25 hour a week position with flexible hours, full time hours are available during school breaks with career employment, potentially. Ultimately, you will assist in investment and operational functions of SIM across several different topics and business initiatives.

You will participate in Stratos's intern program which gives interns an opportunity to meet with and learn from our Executive team and also Sr. Directors in all departments of our company. An excellent opportunity for a student who is looking to pursue a career in Business and/or Finance.

Qualifications:

General -

· Support investment functions by providing excellent service to internal and external stakeholders.

· Ability to work comfortably with all levels within the organization from entry-level to investment advisors to senior management.

· Ability to operate with the highest level of confidentiality and discretion.

· Must be able to multi-task, prioritize, and meet deadlines, and have a friendly, positive personality. Previous office experience a plus.

· Proficiency with technology and software, including the Microsoft suite of software.

· Perform operational and marketing / advertising duties: taking memos, maintain files, and organize documents; powerpoint, photocopy, fax, etc. as needed.

Specific -

· Knowledge of Business ( Finance / Marketing / Investment ) principals.

· Familiarity with Portfolio monitoring, attribution, and reporting.