[Remote] Finance & Investment Analyst Intern

Note The job is a remote job and is open to candidates in USA. Advanceo is a unified advisory and investment organization supporting companies through financial, operational, strategic, and capital decisions. The Finance & Investment Analyst Intern will support advisory and investment activities through financial modeling, diligence, research, KPI monitoring, materials preparation, meeting note-taking, and follow-up execution. Responsibilities Investment support Research and screen AI-native data companies, review pitch decks, organize diligence materials, support market and competitive research, and help prepare investment memos Financial modelling and analysis Build revenue, cost, cash flow, scenario, and sensitivity models for advisory clients, investment opportunities, acquisitions, new ventures, and capital raise materials Client and advisory support Support the senior team with back-end analysis, KPI dashboards, business case development, meeting preparation, note-taking, and follow-up tracking for selected client mandates KPI and portfolio monitoring Build and maintain dashboards tracking client KPIs, portfolio milestones, burn rates, capital deployment, and key operating metrics Research and materials Prepare industry research, comparable company analysis, diligence summaries, presentation support, and concise written analysis for internal and external use Skills We are looking for a current student, recent graduate, or early-career candidate with a strong interest in finance, accounting, economics, business, or a related analytical field The right person is strong in Excel, comfortable building models from scratch, curious about how businesses actually work, and able to use AI tools intelligently to accelerate research, analysis, writing, and reporting You should be reliable, self-directed, detail-oriented, and comfortable with ambiguity This is a small firm environment when you receive a task, you own it, deliver it on time, and flag issues early Bilingual English/French is a strong plus given our Quebec client base, but is not required for U.S.-based candidates Part-time or full-time depending on availability and academic schedule, but candidates should be prepared for periods of heavier workload when live client, diligence, or transaction work requires it Prior exposure to investment banking, private equity, venture capital, M&A, transaction advisory, FP&A, accounting, family offices, or startup finance is a strong advantage Benefits Exposure to real advisory, investment, M&A, and capital allocation work rather than academic exercises. Direct exposure to the founder and senior team in a small, entrepreneurial environment. A chance to build technical, analytical, and execution skills across finance, investing, operations, and AI-enabled workflows. A serious path to a longer-term or permanent role for someone who earns trust, adds value, and grows with the firm. Possibility for hybrid, 1–2 days in person. Part-time or full-time depending on availability and academic schedule. Company Overview Advanceo is a management consulting firm based in Montreal, Canada that specializes in building small and medium business partnerships to drive long-term results. It was founded in 2014, and is headquartered in Montréal, Quebec, CAN, with a workforce of 2-10 employees. Its website is https//www.advanceo.ca/.

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