16 часов назад
2027 Summer Intern – Global Wealth Management, Private Client Group 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 Client Group Analyst, US (Finance): Supporting account managers with client-specific projects, RFPs, due diligence requests, and market research for high-net-worth individuals, family offices, and financial advisors with an accent on investment analysis, client service, and financial markets. Focus on analyzing market trends, monitoring client portfolios, solving client-specific problems, and applying AI-powered tools to improve outcomes.
Location: Onsite positions in Newport Beach, California; Austin, Texas; or New York, New York, USA. The 10-week internship runs from early June to mid-August, with full availability required. A transition bonus supports relocation to one of the office locations.
Hourly rate: $43.26
Company
is an active fixed-income investment management firm serving individual and institutional investors.
What you will do
- Support account managers with client-specific projects and team-wide initiatives.
- Prepare responses to RFPs and customized due diligence requests.
- Research market trends relevant to client objectives.
- Assist with the analysis and monitoring of client portfolios.
- Support service delivery for high-net-worth individuals, family offices, and financial advisors.
Requirements
- Must be pursuing an undergraduate degree and enrolled at a university during Fall 2027.
- Must be able to begin full-time employment at a office between January 2028 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, and investment finance.
- Solid foundations in finance and economics, familiarity with financial statements and basic investment concepts, strong communication, organization, adaptability, and attention to detail.
Nice to have
- Proficiency in Excel.
- Relevant coursework, certifications, internships, professional organization, or campus club participation.
- Experience using emerging technologies and AI tools in work or school projects.
Culture & Benefits
- Fundamentals Training during the first week.
- Mentorship from a supervisor, peer mentor, senior leaders, and the team.
- Cross-divisional education, networking, and social events.
- Hands-on experience with AI-powered tools and related training resources.
- Formal feedback at the midpoint and end of the summer, plus competitive compensation and a transition bonus for relocation.
Hiring process
- Resume review followed by a cognitive assessment and one-way video interview.
- Final live video interviews typically covering behavioral and technical questions.
- Applications are reviewed in phases, with earlier applications encouraged.
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