Overview
Location
On-site
Type
Internship/ Part-time
(Path to full-time)
February 15, 2026
Duration
16 weeks
Company Profile
California Securities is dedicated to providing high-quality capital market research, transaction structuring, and cross-border capital solution support for innovative enterprises, private equity funds, and professional investors. Centered on the capital needs of businesses at different stages of development, the company offers professional services including capital path planning, market and policy research, transaction architecture design, M&A and financing solution design, as well as fund structure and exit path research. We collaborate with U.S. licensed securities firms, investment advisors, and other financial service institutions to assist clients in advancing capital market projects within regulatory frameworks. Our core methodology is built on deep research, rigorous structuring, and a long-term perspective, serving clients such as IPO-bound enterprises, growth companies, and fund management teams.
Department Introduction | Asset Management & Investment Advisory Team
As a core business unit, this team focuses on non-transaction-oriented investment advisory services.
Key Responsibilities
Assisting with macro, industry, and securities research.
Analyzing stocks, ETFs, and other public market investment vehicles.
Supporting portfolio construction, asset allocation, and rebalancing analysis.
Preparing investment analysis charts, research summaries, and supporting materials.
Assisting in monitoring portfolio performance and risk metrics.
Participating in support work for client investment strategies and investment suitability analysis.
Assisting in the organization of investment advisory documents that comply with RIA (Registered Investment Advisor) requirements.
Required Skills & Qualifications
Currently pursuing a Bachelor’s or Graduate degree in Finance, Economics, Accounting, Business Administration, Statistics, Mathematics, or related fields.
MBA students or students with a clear interest in investment advisory/wealth management are welcome to apply.
Prior internship experience in investment research, asset allocation, or related fields is preferred.
Holding SIE/Series 7/63/65/66 licenses is a plus.
Language Requirements：Fluency in both English and Mandarin Chinese.
Knowledge & Skills
Strong interest in the Asset Management and Investment Advisory (RIA) business model.
Solid analytical skills and logical thinking.
Ability to process data and research tasks within structured workflows.
Excellent written and verbal communication skills.
Detail-oriented with a high sense of responsibility and professional ethics.
Proficiency in Microsoft Excel and PowerPoint.
Proactive learning ability and good teamwork spirit.