Financial Services Internship Application

Financial Services Internship Application Form Template

Finding the right talent for financial services internships requires more than just reviewing resumes—you need to assess technical skills, academic performance, and analytical thinking in one streamlined process. This Financial Services Internship Application template is designed specifically for investment banks, asset management firms, private equity funds, wealth management companies, and financial advisory practices that need to evaluate candidates thoroughly and efficiently.

Why Paperform is Perfect for Financial Services Recruiting

Traditional application processes for finance internships often involve multiple rounds of emails, scattered spreadsheets, and disconnected assessment tools. With Paperform, you can create a professional, on-brand application experience that captures everything you need in one place—from GPA verification and coursework details to Excel proficiency tests and case study responses.

This template is built for HR teams, recruiting managers, talent acquisition specialists, and hiring partners at financial institutions who want to move faster without sacrificing quality. Instead of piecing together documents, Google Forms, and email chains, you get a single, sophisticated form that works like a conversation with your candidates.

What Makes This Template Different

This isn't a generic job application—it's purpose-built for finance roles where technical competency and analytical rigor matter from day one. The form includes:

• Academic verification fields that capture GPA, major, graduation date, and relevant coursework in finance, accounting, economics, and quantitative methods
• CFA Program tracking to identify candidates pursuing or planning to pursue the Chartered Financial Analyst designation
• Excel proficiency self-assessment covering functions, pivot tables, financial modeling, and data analysis skills that are essential for finance roles
• Case study response section where candidates demonstrate their analytical thinking by responding to a realistic financial scenario
• Work authorization and availability questions to streamline compliance and scheduling

The form uses conditional logic to adapt based on candidate responses—if someone indicates CFA involvement, additional fields appear to capture their level and exam status. If they're still completing their degree, you'll see expected graduation dates. This intelligent branching keeps the experience relevant for each applicant.

Designed for Financial Services Workflows

Financial institutions need forms that match their professional standards. This template uses a clean, document-style layout with a professional color scheme that conveys credibility and attention to detail—exactly what you want candidates to experience when interacting with your brand.

You can easily customize the theme to match your firm's colors and fonts, embed the form on your careers page, or send it as a standalone link through your recruiting campaigns. Because Paperform forms are mobile-responsive, candidates can complete applications on any device, increasing completion rates and reaching students who browse opportunities between classes or on commutes.

Automate Your Internship Pipeline with Stepper

Once applications start flowing in, you don't want them sitting in a spreadsheet waiting for manual review. Connect this form to Stepper, Paperform's AI-native workflow automation platform, to instantly route qualified candidates through your hiring pipeline.

Set up workflows that automatically:

• Send applications to your ATS or recruiting software like Lever, Greenhouse, or Workday
• Score candidates based on GPA thresholds, CFA status, or Excel proficiency levels
• Route applications to different hiring managers based on the division or role they're interested in
• Trigger email sequences with next steps, interview scheduling links, or rejection notices
• Add candidates to Slack or Teams channels for quick team review
• Update tracking spreadsheets in Google Sheets or Airtable with new submission data

This means your recruiting team spends less time on administrative work and more time engaging with top talent—exactly what you need during competitive internship recruiting seasons.

Integration with Your Recruiting Stack

Paperform integrates seamlessly with the tools financial services firms already use. Push application data directly into your CRM, connect to Zapier or Make for advanced automations, send notifications to Slack when high-potential candidates apply, or sync with Google Sheets for custom reporting and analysis.

You can also use Paperform's built-in analytics to track application volume, completion rates, and drop-off points, helping you optimize your recruiting funnel over time.

Built for Finance Recruiting Teams

Whether you're a bulge bracket bank recruiting hundreds of summer analysts, a boutique advisory firm looking for a handful of exceptional interns, or an asset manager building your junior talent pipeline, this template gives you the structure and flexibility you need.

Investment banks can use it to screen for modeling skills and academic excellence. Wealth management firms can assess client-facing aptitude alongside technical competency. Fintech companies can evaluate both traditional finance knowledge and tech-forward thinking. Corporate finance teams can identify candidates with the right blend of accounting knowledge and analytical skills.

The form includes file upload fields for resumes, cover letters, and transcripts, so you have all supporting materials attached to each submission. You can make certain uploads required or optional depending on your process, and all files are securely stored within Paperform's SOC 2 Type II compliant infrastructure.

Customize for Your Specific Needs

While this template is ready to use immediately, you can easily adapt it to your firm's unique requirements. Add questions about specific software knowledge (Bloomberg Terminal, Capital IQ, FactSet), include diversity and inclusion questions to support your DEI initiatives, adjust the case study to reflect your business focus, or add video response fields where candidates can introduce themselves on camera.

Paperform's document-style editor makes customization intuitive—just type, format, and adjust as if you're editing a Word document, with no drag-and-drop complexity or confusing interfaces.

Trusted by Leading Organizations

Paperform is trusted by over 500,000 teams worldwide and maintains SOC 2 Type II compliance and GDPR standards—critical for financial institutions handling sensitive candidate data. With enterprise features like SSO, roles and permissions, and data residency controls available on higher plans, you can scale your recruiting operations confidently as your firm grows.

Start streamlining your financial services internship recruiting today with this comprehensive, professional application template. Get better candidates, faster decisions, and a recruiting experience that reflects the excellence of your organization.