Verde Capital Management, Inc.
Internship Program – Summer 2021
General Outline
Weeks 1-3: Intro to Verde Capital Management and our process; general onboarding and compliance training; set unique internship goals; and introduction to firm operations. Shadow each Operations Team member. Explore the client experience. Software training (eMoney, Black Diamond, Salesforce, etc.). Assignment of special projects.
Weeks 4-8: Shadow each Service Advisor. Learn the ins/outs of the Verde Client Portal. File as needed. Work on special projects as assigned. Learn how to rebalance portfolios and review accounts with Service Advisors. Watch Service Advisors execute block trades and trade orders.
Weeks 9-13: Learn how to build and maintain a client base. Assist Investment Advisors to prepare for client meetings. Work on special projects as assigned. Sit in on client meetings with each Investment Advisor. Review unique internship goals; wrap up projects; draft letter to the next intern(s).
Specific Projects
(Sample of potential individual and/or group projects)
Investment Research – Review current models and investments, then research and evaluate current holdings with other options, weighing factors such as: performance, cost, alpha, beta, and volatility. Draft presentations and make educated recommendations.
Collaboration – Coordinate with VCM team members and/or fellow interns on group projects.
Client Experience – Learn about and review the client experience from start to finish; look for ways to improve the process, streamline it, and make it more efficient. This includes remote and in-office experiences, client communications, and client interactions with technology.
Marketing & Presentations – Work with members from the whole team on researching and building presentations and marketing campaigns on timely content. Learn how to manage and execute social media campaigns on Facebook, Instagram, LinkedIn, and the VCM website and blog.
Fitness Center & Real Estate Management – Learn how to manage the supplies and schedules for the Verde Real Estate Fitness Center. Work with current trainers and resources to plan special events promoting the Fitness Center to building tenants. Help plan and execute tenant appreciation events. Delve into the world of guest experiences and real estate management with several short-term rental properties in the local area.
Events – Help to organize and attend (schedule permitting) Verde Capital Management employee events, client events, and volunteer days in the local community.
Educational Content – Research and build presentations geared towards educating VCM clients and prospects on various topics including: finance, retirement, the economy, etc.
Compliance – Assist the Chief Compliance Officer and Compliance Manager in testing current Compliance procedures related to social media, quarterly reporting, and transaction reports; assist in drafting and revising procedures as needed.