2027 Wealth & Asset Management Intern
Core
10-week paid summer internship providing foundational knowledge in wealth and asset management through project management, process development, and financial analysis.
Role type
Summer Intern (Wealth & Asset Management)
Builds
New/revised products and services, cost-saving recommendations, and project execution for clients.
Domain
Financial Services / Wealth & Asset Management
Deliverable
product features
Required skills
Financial/accounting concepts, quantitative and qualitative analysis, financial modeling, Excel proficiency, project management basics
Preferred skills
Interest in finance/investment management, communication and presentation skills, problem-solving, teamwork, Office 365 proficiency
Responsibilities
Perform research and analysis for new products/services, estimate costs and benefits of recommendations, compile information for projects, co-lead project teams, act as project liaison
Seniority
Intern