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Investment Analyst - Summer 2025 Internship

Beal BankPlano, Texas, United StatesOnsite

If you are looking for a summer internship that will allow you to utilize and sharpen your research, analytical and presentation skills, this is an excellent opportunity for you! 
CSG Investments, Inc., an affiliate of Beal Bank, is currently looking to hire undergraduate students for a summer 2025 internships. CSG is searching for candidates with superior academic performance, strong communication and interpersonal skills and outstanding quantitative ability. This is an on-site (non-remote) position based at our Plano, TX headquarters running from mid-June through early August, 2025.

Essential Duties & Responsibilities (included but not limited to):


  • Interns will work closely with the investment team to execute transactions
  • Involvement in the discovery, research and analysis of potential investments
  • Studying publicly filed documents and creating analytical models to understand the risk and return of an investment

 Qualifications (Education, Computer Skills, Certifications, Etc.):


  • Undergraduate students from leading universities and colleges in a business, financial or STEM discipline; rising Juniors and Seniors preferred
  • Strong analytical skills
  • Effective communication and presentation skills
  • Professional, positive attitude and demeanor
  • Ability to work independently and in teams
  • Ability to maintain a high degree of self-motivation, initiative, and time management

No relocation assistance provided.If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. Beal Bank, Beal Bank USA, and their affiliates are Equal Opportunity Employers. Beal Bank, Beal Bank USA, and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.All applicants have rights under federal employment laws.

To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLAEEOEPPANotice to California Residents: Beal Bank, Beal Bank USA, Beal Service Corporation, Beal Nevada Service Corporation, CLMG Corp., and CSG Investments, Inc. may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG InvestmentsCPRA Policy |  for details.

Life at Beal Bank

Beal Bank is Texas owned and headquartered in Plano, Texas with branch offices in Dallas, Houston and San Antonio, as well as California branch offices in Brentwood, Newport Beach, and San Francisco. Beal Bank is a Texas-based state savings bank with more than $6 billion in assets and $1.1 billion in equity capital.
Thrive Here & What We Value- Equal Opportunity Employer- Benefits options include medical, dental and vision coverage, 401K with company match, paid holidays, and up to 17 vacation/sick days per year- No relocation assistance provided.- All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against.- Benefits options include: Medical, dental, and vision coverage, 401K with company match, 10 paid holidays, and accrue up to 17 vacation/sick days per year in your first year on a pro rata basis.- Applicant may be eligible for annual discretionary bonus.</s>
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