The Retirement Group

The Retirement Group Reviews

39 Reviews
39 Reviews
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John Jastremski
28 Ratings

    Financial/Investment Analyst Intern

    Former Employee - Financial/Investment Analyst in San Diego, CA
    Former Employee - Financial/Investment Analyst in San Diego, CA

    I worked at The Retirement Group as an intern (less than a year)


    I was a Financial/Investment Analyst intern at TRG last quarter of 2013. Some of the pros of working at this firm are:
    -Very practical and hands on. As an intern you will not be getting coffee for the higher ups and stapling their paper work. You will work with actual client portfolios, perform cashflow analysis and asset allocation.
    -Develop professional relationships with Brokers and other Associates within the firm.
    -Learn about portfolio management, research and legal document interpretation.
    -Great support from fellow Interns as well as from management.
    -You will take on a role of a Financial Analyst, Research Analyst, Investment Analyst ... etc. extremely diverse an a well rounded program.

    I am glad I had a chance to learn and work at The Retirement Group. The knowledge I gained here has opened up a lot of doors for me.

    on a side note, all the negative comments are most likely from individuals who do not posses the work ethic required to succeed in this industry.

    -Yuriy C


    No real cons. A lot of work, but that's not really a con.... rather an opportunity to learn.

    Advice to ManagementAdvice

    Keep pushing your interns like you have been doing, It creates strong work ethic.

The Retirement Group Interviews

Updated Dec 21, 2014
Updated Dec 21, 2014

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty




    Financial Analyst Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online. The process took 3 weeksinterviewed at The Retirement Group.

    Interview Details

    I applied for the Financial Analyst Internship a few years ago. I applied to the position on the internet and after filling out an application and some basic questions I was contacted by the hiring manager. I was told I had to complete two projects to be considered for the position. After completing the projects, I was contacted and set up an interview.

    The interview was pretty simple and basic questions were asked. They are looking to see if you are really committed to working hard and if you are enthusiastic about the position. If you are motivated and prove it in the interview, there is really no reason that you wouldn't get hired. Having background experience gives you something to talk about in the interview, but it probably isn't necessary as this is an do-it-all entry level analyst internship position. Overall, it was a pretty smooth hiring experience.

    Interview Questions
    Accepted Offer

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Additional Info

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Headquarters San Diego, CA
Size 16 to 50 Employees
Founded Unknown
Type Company - Private
Industry Business Services
Revenue $5 to $10 million (USD) per year
Competitors Unknown

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