About Optima Capital Management:
Optima Capital Management is a wealth management firm that serves as an independent fiduciary and family office to clients. We provide our clients with objective-based advice, transparency, high-touch service, and utilize a goal-driven process for managing wealth.
As a fintech startup, our firm focuses on cloud-based technology, digital marketing, and operational efficiency. We foster and promote an entrepreneurial mindset to develop young professionals into the next generation of business leaders.
Our team of professionals seeks driven college undergraduates who desire a part-time internship that will give them real-world career experience and allow them to develop their business skills. Our goal is to help undergraduates build professional connections and gain a solid understanding of how the financial service industry works. We offer a flexible schedule and the capability to work remotely from anywhere.
Students should consult with academic faculty to determine if this unpaid experience will earn credit.
The objective of the business analyst internship is to learn, improve, and document our core business processes. The intern will gain knowledge of a business functioning in the financial services industry as well as the operating procedures of any business. The role is informative on how to start or manage a business. In addition, the role will cover the following activities.
● Help design our CRM workflows, templates, and automations
● Prepare weekly team reporting and presentations to support progress toward business goals
● Analyze marketing data to uncover industry, company, and prospect opportunities
The intern should be an effective communicator and have an interest in business operations or management. The intern preferably has experience in compliance and small business operations. The intern should have interest in gaining knowledge of business operations as well as starting a business.
eager to learn and take on new challenges; strong work ethic; enthusiasm for business; excellent time management skills; strong creative thinking skills.