Investment Analyst

Job Listing: Financial Analyst-Data Analyst Intern

Company: AWM Global Advisors

Location: , Working on site applicants will be prioritized over Remote applicants. Remote role is not conducive to our needs.

Employment Type: Non paid Internship | Industry: Financial Services CPT and OPT applicants are welcome

About Us

AWM Global Advisors is a leading wealth management firm based in San Diego, dedicated to serving ultra-high-net-worth clients globally. Our mission is to empower clients in creating, growing, and protecting their wealth through holistic, fiduciary-driven strategies. We offer comprehensive services, including financial planning, investment management, tax/estate planning, and risk management, tailored to clients’ unique needs. With offices in San Diego and the Cayman Islands (via Alhambra Bank and Trust), we serve a diverse international clientele across the U.S., Caribbean, South America, Europe, and the Middle East.

Internship Overview

As Full Stack Developer and a Data Analyst Intern, you will support our executive team and advisors by transforming complex data into actionable insights and work with our developers. This role offers hands-on experience in financial analytics, client service, and global wealth management strategies.

Key Responsibilities

• Collaborate on data analysis projects using SQL, Python, R, and tools like Tableau/Power BI for visualization.
• Clean, prepare, and analyze datasets with Pandas/NumPy to ensure quality and uncover trends.
• Develop machine learning models and analytical tools to extract insights from large financial datasets.
• Create dynamic dashboards and reports to communicate findings to stakeholders.
• Assist in global client coverage, including U.S. and international clients with multi-jurisdictional needs.
• Support cross-functional teams, including marketing and fintech initiatives (e.g., blockchain payments, digital finance).

Qualifications

• Academic Background: Pursuing a degree in Data Science, Finance, Quantitative Finance, Marketing, Digital Marketing, or related fields.
• Technical Skills: Proficiency in Python, SQL, R; familiarity with data visualization tools (Tableau/Power BI).
• Soft Skills: Strong analytical, problem-solving, and communication skills (written/verbal).
• Attributes: Self-motivated, detail-oriented, and adaptable to shifting priorities.
• Bonus Skills: Exposure to machine learning, fintech, blockchain, or global macroeconomics.

Preferred Qualifications

• Fluency in Mandarin or Spanish (a plus, not required).
• Interest in global wealth management and cross-cultural client service.

Why Join Us?

• Gain exposure to a global client base with diverse socioeconomic backgrounds.
• Collaborate with experts in finance, law, and tax planning.
• Develop a macro-level understanding of international wealth strategies.

Equal Opportunity Employer

AWM Global Advisors is committed to diversity and inclusion. We do not discriminate based on age, race, gender, disability, sexual orientation, or any protected status under federal, state, or local law. OPT and CPT are welcome to apply.

How to Apply

Submit your resume and cover letter to [email protected] with the subject line “Investment Associate-Data Analyst Intern Application .

Phone: 619-225-7600 | Website: www.AWMGA.com

Join us in shaping the future of global wealth management