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About the Role
E&P Financial Group is offering an internship program for penultimate or final-year students seeking real-world experience in finance and wealth management. This program serves as a primary pathway to graduate opportunities within their Private Wealth Management teams.
Responsibilities
- Compile research and prepare formal investment recommendations.
- Support client meeting preparation.
- Prepare meeting documents and complete paperwork, including fact finders and applications.
- Manage client documentation.
- Assist with ad hoc administrative tasks.
- Develop investment knowledge.
- Complete system training for IAS and Agility.
- Gain hands-on experience with financial platforms like IRESS and Bloomberg.
Requirements
- Currently in your penultimate or final year of study in Accounting, Economics, Finance, Commerce, or a related discipline.
- A team player who thrives in a relationship-driven environment.
- Eager to apply academic knowledge in real-world situations.
- Strong written and verbal communication skills.
- Proactive with strong attention to detail.
Skills
- Financial analysis
- Client reporting
- Administrative support
- Investment knowledge
- System training (IAS, Agility)
- Financial platforms (IRESS, Bloomberg)
Location
- Sydney
- Melbourne
Work Type
- Full-time internship
- Onsite
Experience Level
- Internship
Education Level
- Penultimate year of study
- Final year of study
Salary/Compensations
- Competitive market rate
Benefits
- Mentorship program
- Professional network building
- Modern office facilities
- Collaborative culture
- Vibrant social calendar
- Daily healthy breakfast options
About the Company
- E&P Financial Group delivers market-leading financial solutions across wealth management, corporate advisory, institutional sales and trading, and research.
- They provide high-quality advice and insights to a diverse client base.
- Their Private Wealth Management teams focus on exceptional, personalised service.
Equal Opportunity
- E&P Financial Group is an equal opportunity employer that values inclusion and diversity.
- They are dedicated to fostering a diverse workforce and actively invite applications from First Nations People, individuals with disabilities, and people from culturally and linguistically diverse backgrounds.