Description and activities

Experience and be part of our Authentic Internship Programs at a wealth management firm that offers financial planning services for individuals, families, and small businesses.
 
Program Requirements
Schooling: Only active students in the 4th semester of the Bachelor's degree in Finance, Accounting, Business Administration, Economics.
 
Knowledge
English: Intermediate-Advanced
Excel: Advanced
 
Skills: Respect and empathy in all interactions, Professionalism, punctuality, Organizational skills, attention to detail, Proactivity, problem-solving skills, Tact and interpersonal skills for customer service, Ability to work under pressure, multitasking, good spelling, and critical and analytical thinking.
Excel, Power BI, corporate and personal finance
 
Activities

Preparation of financial statements for all of the company's clients

Making sales forecasts and financial models.

Detailed financial analysis and report generation.

Creation and maintenance of dashboards to facilitate decision-making.

Interpretation and presentation of financial information in a clear and accessible manner for clients.

Periodic bank reconciliations.

Preparation and monitoring of budgets versus actual results.

Development of profitability proposals for business decision-making.

Preparation of personalized budgets for personal finances.

Preparation of budgets for the purchase of raw materials and expenses for the company's clients.

Research and recommendation of sound investment portfolios for clients.

Maintaining effective and respectful communication with clients and the internal team. Identifying problems and proposing solutions in the operation.

 
We offer
Monthly scholarship $6,000 net + TDU + Digital platform “Mochu University” + Accident Insurance + Release of school procedures.
Schedule: Monday to Friday, from 9:00am to 2:00pm. Hybrid schedule.
Program period: 6 months
Area: Av. Miguel Hidalgo y Costilla 1995, Ladrón De Guevara, 44600 Guadalajara, Jalisco.
Experience and be part of our Authentic Internship Programs at a wealth management firm that offers financial planning services for individuals, families, and small businesses.
 
Program Requirements
Schooling: Only active students in the 4th semester of the Bachelor's degree in Finance, Accounting, Business Administration, Economics.