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Innovia Wealth · 6 hours ago

Finance Intern

171 Monroe Ave NW suite 800, Grand Rapids, MI 49503, USA

Internship

Onsite

Intern

Start in 2026 Spring

Innovia Wealth is a collaborative firm focused on growth and mentorship. As a Finance Intern, you will support the financial planning team with portfolio management workflows and contribute to various financial projects while gaining hands-on experience in a professional environment.

AdviceRetirementWealth Management

Responsibilities

Assist with financial analysis and reporting on portfolio performance

Contribute to planning projects such as cash-flow planning, scenario analysis, and forecasting

Support the development and delivery of financial presentations to key decision-makers, including executive leadership

Work cross-functionally to gather and interpret financial data and insights

Identify opportunities to improve processes and efficiencies within the finance department

Manage and prioritize multiple projects and deadlines while maintaining accuracy and attention to detail

Work closely with financial planners and internal teams to support portfolio and planning workflows

Learn the ins and outs of portfolio management systems and planning tools

Contribute to planning preparation and assist in maintaining documentation and reporting consistency

Qualification

Financial analysisPortfolio managementAnalytical skillsCommunication skillsOrganizational skillsProblem-solvingTeam collaboration

Required

Currently pursuing a Bachelor's degree in Business, Finance, Accounting, Economics, or related field

Strong analytical and problem-solving skills with excellent attention to detail

Excellent written and verbal communication skills, including the ability to present data clearly and confidently

Ability to work collaboratively in a team environment and independently when needed

Professional, trustworthy, and able to handle confidential information

Strong organizational skills with the ability to balance multiple priorities

Company

Innovia Wealth

Innovia Wealth is a wealth management firm that offers financial strategies, retirement, and estate planning services.

Founded in 2001

Grand Rapids, Michigan, USA

11-50 employees

https://innoviawealth.com

Funding

Current Stage

Early Stage

Leadership Team

Bobbi Jo Blanton

Chief Operations Officer

Michael Berkemeier

Managing Director - Founder

Company data provided by crunchbase