Summer Financial Analyst
Core
Nine-week summer program for rising college seniors to gain hands-on exposure to wealth management, client service, and investment analysis.
Role type
Summer Financial Analyst (Early Career Program)
Builds
Client reporting, portfolio-related activities, strategic firm initiatives, and client-facing presentations
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Financial analysis, scenario modeling, asset allocation research, Excel proficiency, PowerPoint proficiency, AI tool usage, data synthesis
Preferred skills
Finance coursework, wealth management interest, learning agility, analytical thinking, digital fluency
Technologies
Microsoft Excel, Microsoft PowerPoint, AI tools
Responsibilities
Support investment and portfolio analysis, partner on client reporting and day-to-day client service, contribute to cross-functional projects, prepare client-facing materials, develop financial tools
Seniority
Intern / Summer Program