Stratos Investment Management Summer Intern

The Summer Internship Program at Stratos Wealth Partners is designed to provide interns with comprehensive exposure to the industry, combining professional development and personal enrichment.

Stratos Investment Management (SIM), a wholly owned subsidiary of Stratos Wealth Partners in Beachwood, Ohio is looking for an enthusiastic, responsible college student to perform various administrative tasks and support all aspects of our Investment Management Operations this summer. Ultimately, you will assist in investment and operational functions of SIM across several different topics and business initiatives.

What you’ll be doing:

• Support investment functions by providing excellent service to internal and external stakeholders.

• Ability to work comfortably with all levels within the organization from entry-level to investment advisors to senior management.

• Ability to operate with the highest level of confidentiality and discretion.

• Must be able to multi-task, prioritize, and meet deadlines, and have a friendly, positive personality. Previous office experience a plus.

• Proficiency with technology and software, including the Microsoft suite of software.

• Perform operational and marketing / advertising duties: taking memos, maintain files, and organize documents; PowerPoint, photocopy, fax, etc. as needed.

• Knowledge of Business (Finance / Marketing / Investment) principals.

• Familiarity with Portfolio monitoring, attribution, and reporting.

The internship program spans the summer, offering a blend of structured learning, hands-on experience, and engaging activities. Interns are integrated into the daily operations of Stratos Wealth Partners, working alongside experienced professionals and contributing to meaningful projects.

Meetings with Executives and Leaders

One of the highlights of the program is the unique opportunity for interns to meet with company executives and leaders. These sessions are designed to provide interns with insights into the career journeys and struggles faced by seasoned professionals. Through candid discussions and Q&A sessions, interns gain a deeper understanding of the challenges and triumphs experienced in the financial services industry.

Workshops and Skill Development

Throughout the program, interns attend a series of workshops aimed at enhancing their professional skills. Topics range from financial analysis and market research to effective communication and leadership. These workshops provide interns with valuable knowledge that will serve them well in their future careers.

Fun Events

Recognizing the importance of a balanced experience, Stratos Wealth Partners also organizes a variety of fun events for their interns. These events are designed to foster camaraderie and create lasting memories among participants. From team-building activities to social outings, interns have numerous opportunities to connect with their peers and enjoy their time outside the office.

End-of-Summer Party

The internship program culminates in an end-of-summer party, celebrating the achievements and hard work of the interns. This event provides a chance for interns to reflect on their experiences, share their accomplishments, and bid farewell to their colleagues. It is a fitting conclusion to a summer filled with growth, learning, and unforgettable moments.

Conclusion

The Summer Internship Program at Stratos Wealth Partners is a transformative experience that equips interns with the skills, knowledge, and connections needed to succeed in the financial services industry. By combining professional development with personal enrichment, the program ensures that interns leave with a sense of accomplishment and readiness for their future careers.