LATAM Investments Internship (Bilingual English/Portuguese) | Unpaid | Hybrid

Company: Wealth Warden PartnersLocation: Tampa, FL 33602Type: Unpaid Internship (Part-Time, Flexible Hours)Start Date: April 2026Duration: Summer 2026 (with potential to extend)Industry: Financial ServicesEmployment Type: InternshipWealth Warden Partners is a comprehensive financial services firm providing investment research, wealth management, and advisory solutions to independent financial advisors and private clients. We are pleased to offer the Summer 2026 LatAm Investments Internship, designed for a bilingual (Portuguese–English) student or recent graduate seeking hands-on experience in investment analysis, financial markets, and client-focused advisory services.This internship provides exposure to market research, portfolio strategy, and investment evaluation while supporting engagement with Portuguese-speaking clients. The program is structured to develop both analytical and professional skills within a collaborative investment environment.Key Responsibilities:• Conduct market research and assist with macroeconomic, sector, and investment analysis.• Support the preparation of investment memoranda, presentations, and portfolio commentary.• Assist in evaluating asset allocation strategies and monitoring portfolio performance.• Prepare research reports and client-facing materials in English and Portuguese, as needed.• Participate in internal investment meetings and contribute to periodic market updates.• Support CRM maintenance, client onboarding preparation, and data organization initiatives.• Assist in translating financial communications to ensure clarity and accessibility for Portuguese-speaking clients.• Contribute to ongoing research projects and analytical assignments across asset classes.Qualifications:• Fluency in Portuguese and English (spoken and written) is required.• Demonstrated interest in investment analysis, financial markets, or asset management.• Strong analytical, organizational, and attention-to-detail skills.• Proficiency in Microsoft Excel and PowerPoint; familiarity with financial research platforms (e.g., Morningstar, Bloomberg, Portfolio Visualizer) is a plus.• Ability to manage confidential information with professionalism and discretion.• Currently pursuing, or recently completed, a degree in Finance, Economics, Business, or a related discipline (preferred but not required).Program Benefits:• Direct mentorship from experienced investment professionals.• Exposure to real-world portfolio strategy, research processes, and investment decision-making.• Flexible, student-friendly schedule with hybrid opportunities in Tampa.• Hands-on experience producing professional research and analytical materials.• Opportunity to receive academic credit and/or a letter of recommendation.• Foundational experience relevant to careers in Wealth Planning, Asset Management, or Financial Advisory.Requirements:• Ability to commute to the Tampa, FL location (hybrid schedule available).• High School Diploma required; current college enrollment preferred.• Bilingual proficiency in Portuguese and English is mandatory.