A.G.P. / Alliance Global Partners
A.G.P./Alliance Global Partners is a national investment firm whose broker dealer affiliation has been a member of FINRA and registered with the SEC for the past 37 years. A.G.P. has full-service capabilities with a global ability to trade domestically as well as internationally. A.G.P. prides itself on providing its clients with boutique services along with the comfort of knowing their accounts are custodied at Fidelity Clearing. Whether a client is looking for wealth management advice, Institutional services or investment banking and corporate advice, we have a track record and a proven team to assist. A.G.P. provides capital markets and corporate services. We offer advanced market expertise and deep industry knowledge to institutional clients. The core members of our team have been among the most active in investment banking specializing in small to mid-size offerings.
Internship Description:
Your duties may include the following:
§ Performing administrative tasks directed by the Wealth Management team
§ Assisting Senior Financial Advisors with new business development process primarily done through prospecting efforts and effective reporting
§ Conducting product, market, and client research utilizing using the Web and/or Bloomberg. He/ She will gain a detailed understanding of various investment products and current macro themes.
§ Reading business/financial publications such as Barron’s and The Wall Journal and providing a bulleted summary of current events; may be asked to present work to Senior Advisors.
§ Ad hoc projects such as creating and maintaining database of global high net worth investors
How will I be provided guidance and support?
§ Interns will be taught professional networking, wealth management strategies, how to interact with clients, and sales skills
§ We will work together to create a flexible work schedule around your classes and daily activities (sports, clubs, etc.) that will allow you, as an intern, to balance both school and this program
What are we looking for?
§ We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and can execute in a way that encourages creativity and continuous improvement.
Eligibility:
§ Part-time students
Location:
§ This branch office is located at 40 Wall Street in downtown New York City. Interns are expected to be in person.
Requirements:
§ Bachelor’s degree in Business, Finance or related areas preferred, but not required
Core Competencies:
§ Effective written and verbal communication skills are required, especially via phone
§ Highly proficient with Microsoft Excel, Word