Spring Intern

Company DescriptionForte Capital Group specializes in providing independent financial solutions and personalized investment opportunities tailored to clients' unique objectives. As a division of Ceros Financial Services, we uphold the highest standards of integrity while offering innovative and diversified investment strategies. We collaborate with affiliates such as AtCap Partners, LLC, a Registered Investment Advisor with the SEC, and leverage partnerships with institutions like National Financial Services LLC, a Fidelity Investments® Company. Located in New York, NY, Forte Capital Group is committed to delivering exceptional financial services within a highly regulated and client-focused environment.Role DescriptionThis is a part-time, on-site Spring Intern role located at 199 Water St, NY. The Spring Intern will support the team with tasks including conducting financial research, cold-calling for leads, providing administrative assistance, and assisting with client communications. Interns will gain hands-on experience in the financial services industry by participating in diverse investment-related projects and learning about financial products and strategies under the guidance of experienced professionals.QualificationsStrong analytical and research skills related to financial data and market trendsProficiency in Microsoft Office (Excel, PowerPoint, Word) and financial software toolsEffective communication and interpersonal skills for client and team interactionsAbility to work collaboratively and execute tasks within deadlinesKeen interest in financial education, strategies, and investment opportunitiesCurrently pursuing a bachelor’s degree in Finance, Economics, Business, or a related fieldPrevious experience or coursework in financial services is a plusHighly motivated with the ability to thrive in a fast-paced, client-focused environment