Growth & Strategy Internship

Cabrillo Advisors is a boutique financial services firm that provides valuation services to clients across all industries. The company serves clients internationally, spanning across North America, Europe & Asia. We work with some of the most dynamic and innovative companies around the world, including venture or private equity-backed businesses and large private or public institutions. We are currently seeking an Intern to support the firm’s recent significant growth and drive special projects to continue the company’s trajectory. Preferred candidates have an ownership mindset with strong time-management skills to work in a fast-paced virtual environment and will possess advanced Microsoft Suite skills. Candidate will have the opportunity to work with CEO & Founder, Wade Hansen while building a foundation for their professional career.

Job Details

Salary: Unpaid Internship
Job Type: Part-Time, Full-Time, Temporary or Project Based. Remote/Virtual (Geographically Flexible)

Job Responsibilities

Primary responsibilities may include the following

  • Support the Growth & Development Team through emails, phone calls and meeting invitations
  • Assist in maintenance, tracking, organizing & reporting in Salesforce
  • Support and maintain LinkedIn and other social media and marketing outreach
  • Assist with internal and external event planning, coordination and follow up
  • Assist with preparing and distributing communication materials, mailers, constant contact and other branded materials and marketing projects
  • Support web development and maintenance projects

Requirements & Differentiators

  • Current or recent undergraduate or graduate student
  • Strong analytical and problem-solving skills
  • Knowledge of software packages including MS Word, Excel, and PowerPoint, Outlook
  • Excellent written and verbal communication skills
  • Experience working with diverse teams
  • Knowledge of a CRM database is a plus
  • Interest and/or relevant coursework pertaining to financial services

Candidate Qualities:

  • Organized
  • Intellectually curious
  • Self-motivated
  • Proactive problem solver
  • Solutions oriented
  • Extremely responsive
  • Excellent researcher
  • Able to balance many things at once
  • Assertive with follow up and taking ownership

Additional Information

Our Firm is a fully virtual workplace. Qualified candidates will be expected to have excellent time management and communication skills to work with partners and firm staff on a variety of projects with varying deadlines. Our firm offers the opportunity to collaborate with experienced professionals in a fast-paced, close-knit environment. Interested applicants should send both a resume and cover letter. No phone calls, please. The Firm intends to contact only those candidates chosen for interviews.

Schedule

  • Duration & hours negotiable
  • Primarily Monday to Friday and weekend coverage as needed