Shelter Rock Management, LLC (www.shelterrockmanagement.com) is a boutique independent SEC registered investment advisory firm based in Jericho, New York. We actively manage retirement and taxable accounts for high net worth and corporate clients. We manage our client’s Fidelity brokerage accounts in conservative through aggressive strategies that are invested in stocks and bonds. We also perform 401(k) retirement planning services for small corporations.
The 8-week part-time internship will be working directly with the firms CEO on multiple projects to be assigned that will provide entry-level experience in wealth management and investment management. Projects may include assisting with marketing, recruiting and/or investment research in stocks, bonds, mutual and index funds.
Our office is located in Jericho (Long Island.) The work will be mostly remote… up to 1-day per week or two in the office (or more) and the rest of the time remote.
- Up to 10 hours a week
- 8-week internship
- MBA student; marketing/entrepreneurship w/finance/accounting minor and/or coursework
- Positive attitude, team player, detail oriented and entrepreneurial
- Interest in the financial markets
- Computer skills (word processor, excel, power point)