Haven Wealth Group, LLC
1111 North Loop West Suite 1110
Houston, TX 77008
713-980-8820, ext 209
Haven Wealth Group is a Registered Investment Advisor (RIA) with expertise in wealth management, investment management, and comprehensive financial planning. Our target market includes high net worth individuals, corporations, pension plans, and foundations with liquid assets of $1 million or more. Haven invests in all asset classes, including equities, fixed income, real estate, and alternative investments. We rely exclusively on our own internal research to select individual stocks, bonds, and exchange traded funds, rather than investing through mutual funds.
Interns hired to be part of our team assist with financial analysis and valuation of equity securities. Interns receive one on one training in valuation using our models and present their findings to an investment committee. Interns have the ability to attend weekly analyst meetings during which a review of economic news and market performance is conducted with our Chief Investment Officer. Analysis of markets by capitalization, GICS sectors, and industry group is conducted in addition to a thorough review of each equity position held. Analyst meetings blend economic trends and technical analysis with fundamental research. As part of the research process, interns gain experience with Refinitiv Eikon, Bloomberg, and other institutional grade research programs.
Part Time Position
$15 per hour
Haven is seeking an undergraduate or graduate student majoring in Accounting or Finance. 6 to 9 hours completed accounting course work is required. Flexible Schedule Monday – Friday 8:00am – 6:00pm.
The initial internship tenure is 3 months. A minimum commitment of 15 hours per week is required.
Full-time positions can be offered to those who represent a good fit and display interest and talent at a time we are looking to expand our permanent staff. We have also found success helping interns transition to careers in banking and finance following their tenure with our firm and completion of their degree.