13 часов назад
2027 Summer Intern – Global Wealth Management, Private Family Capital Analyst, US (Finance)
43$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
2027 Summer Intern – Global Wealth Management, Private Family Capital Analyst, US (Finance): Supporting client-specific projects, due diligence requests, investment research, and client materials for single-family offices and ultra-high-net-worth investors with an accent on alternative investments, financial markets, and tailored investment solutions. Focus on researching investment strategies and market themes, preparing strategic materials, and using AI tools to solve problems and improve client outcomes.
Location: Onsite at offices in Newport Beach, California; Austin, Texas; or New York, New York, with a strong preference for Newport Beach. A transition bonus is provided to support relocation to an office location.
Hourly rate: $43.26
Company
is a global active fixed-income investment manager providing investment returns, solutions, and services to clients.
What you will do
- Support Account Managers with client-specific projects, team initiatives, and customized due diligence requests.
- Prepare client materials, briefing materials, and strategic projects supporting the growth of the Private Family Capital business.
- Research investment strategies, market themes, industry trends, and prospective clients.
- Support client engagement and portfolio discussions for single-family offices and other ultra-high-net-worth investors.
Requirements
- Must be pursuing an undergraduate degree and remain enrolled at a university during the Fall 2027 semester.
- Must be available for the full 10-week internship from early June to mid-August 2027.
- Must be able to begin full-time employment at a office between January and August 2028.
- Minimum 3.2 cumulative GPA on a 4.0 scale, or equivalent, at an accredited four-year college or university.
- Business proficiency in English.
- Strong interest in financial markets, macroeconomics, investment finance, and alternative investments; solid foundations in finance and economics.
Nice to have
- Proficiency in Excel.
- Experience using emerging technologies and AI tools in work or academic projects.
- Relevant coursework, certifications, internships, professional organizations, or campus club experience.
Culture & Benefits
- Ten-week internship with Fundamentals Training during the first week.
- Mentorship and guidance from a supervisor, peer mentor, senior leaders, and the team.
- Cross-divisional education, networking, social, and volunteering opportunities.
- Hands-on experience with AI-powered tools and related training resources.
- Mid-summer and end-of-summer formal performance reviews.
- Competitive compensation and a transition bonus supporting relocation to a office.
Hiring process
- Initial resume review.
- Cognitive assessment and one-way video interview.
- Final live video interviews covering behavioral and technical topics.
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