Summer Analyst
Core
10-week summer internship providing real ownership of work across multiple business units in wealth management technology and advisory services.
Role type
Summer Analyst (Intern)
Builds
Proprietary middle and back-office support, technology, growth platforms, and investment solutions for independent financial advisors (RIAs).
Domain
Wealth Management / Financial Services Technology
Required skills
Project management, trade execution, financial statement preparation, CRM management, M&A transaction support, data analysis, regulatory compliance, brand management, portfolio analysis, AI tooling usage, budgeting and forecasting
Preferred skills
Client-facing experience, Salesforce proficiency, financial modeling, investment research, software engineering, AI development
Technologies
Salesforce, Dynasty AI Suite, Dynasty Virtual Assistant, frontier AI development tooling
Responsibilities
Onboarding new advisors and client accounts, account servicing and lifecycle management, preparing financial statements and budgets, managing CRM data and pipeline, supporting M&A transactions and pitch books, conducting compliance checks, creating marketing content, performing portfolio analysis, working with data and AI engineering teams, evaluating corporate development opportunities
Seniority
Intern