16 часов назад
2027 Summer Intern - Global Wealth Management, Strategic Accounts Analyst, US (Finance)
43$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
2027 Summer Intern - Global Wealth Management, Strategic Accounts Analyst, US (Finance): Conducting market, competitor, economic, portfolio, and investment product research while analyzing client and market data to support strategic account planning, with an accent on financial markets, client solutions, and data-driven decision-making. Focus on developing client business plans, identifying market trends, analyzing complex data, and building strategic partnerships with financial intermediaries.
Location: New York, NY or Newport Beach, CA, United States; office-based
Salary: $43.26 per hour
Company
is an active fixed-income investment management firm serving investors and financial intermediary clients globally.
What you will do
- Research market trends, competitor offerings, economic indicators, and investment products to help differentiate client solutions.
- Use data analytics tools to analyze client portfolios, investment performance, and market data.
- Support internal strategic decision-making and service existing intermediary clients.
- Assist with developing and executing client business plans alongside Global Wealth Management sales and product strategy stakeholders.
- Collaborate with Product Strategy, Portfolio Management, Sales, Marketing, Legal & Compliance, and Operations.
Requirements
- Must be pursuing an undergraduate degree and enrolled at a university during the Fall 2027 semester.
- Must be able to begin full-time employment from a office between January 2028 and August 2028.
- Minimum 3.3 cumulative collegiate GPA on a 4.0 scale, or equivalent, at an accredited four-year college or university.
- Business proficiency in English required.
- Strong interest in financial markets, macroeconomics, investments, finance, and economics.
- Ability to research and analyze complex data, communicate ideas clearly, build client relationships, and use Microsoft Office, including Excel and PowerPoint.
Nice to have
- Financial modeling proficiency.
- Relevant coursework, certifications, internship or work experience, professional organizations, or campus clubs.
- Experience with emerging technologies and AI tools in work or school projects.
- Progress toward an MBA or CFA participation is beneficial for the broader Strategic Accounts track.
Culture & Benefits
- Ten-week internship running from early June through mid-August, with full-program availability expected.
- Foundational training during the first week and ongoing 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 feedback through a formal review process.
- Competitive compensation and a transition bonus to support relocation to a office location.
Hiring process
- Resume review followed by a cognitive assessment and one-way HireVue video interview.
- Final-round live video interviews typically include behavioral and technical questions.
- Applications are reviewed in phases, with early application encouraged.
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