Required Qualifications ● Pursuing a degree in Finance, Economics, Accounting, or related field. ● Proficiency in Excel and financial modeling; Python or R is a strong plus. ● Strong written communication and analytical thinking. ● Interest in venture capital, equity markets, and emerging technology. Overview: Quantum Financial Advisors (QFA) manages over $600 million in client assets, sourcing public and private products from global leaders including Blackstone, J.P. Morgan, PIMCO, and Cliffwater. As a Financial Consulting Intern at QFA, you will gain exposure to the advisory side of wealth management and institutional consulting. This internship offers hands-on experience in client strategy, financial planning, and business consulting, bridging investment expertise with problem-solving for individuals, families, and organizations. Key Responsibilities: ● Support the development of client-facing financial strategies, including retirement, estate, and cash flow planning. ● Assist in preparing consulting presentations, proposals, and customized financial analyses. ● Conduct research on industry best practices, regulatory changes, and competitive benchmarking. ● Collaborate with consultants and advisors to identify client challenges and craft actionable solutions. ● Help draft internal strategy documents and frameworks to enhance QFA’s consulting services. ● Attend client meetings and strategy sessions; summarize key action items and insights. ● Contribute to Requests for Proposal (RFPs) and institutional consulting projects, including plan design and investment menu evaluation. Areas of Focus: ● Financial Planning & Wealth Strategy ● Institutional Consulting & RFP Development ● Retirement & Benefit Plan Advisory ● Competitive Benchmarking & Market Research ● Risk Management & Regulatory Awareness ● Client Communications & Presentation Development ● Public and Private Investment Product Evaluation