2027 Private Wealth Management Summer Internship
Core
Support day-to-day activities for an ultra-high net worth client base, assist with onboarding, account reviews, and portfolio execution.
Role type
Summer Intern, Private Wealth Management
Builds
Client meeting materials, portfolio reports, and account data requests for ultra-high net worth families.
Domain
Private Wealth Management / Ultra-High Net Worth Family Office
Deliverable
client delivery
Required skills
Asset management industry knowledge, equity and fixed income markets understanding, advanced Excel and PowerPoint proficiency, client onboarding support, portfolio reporting, data analysis
Preferred skills
Leadership experience, strategic thinking, problem identification and resolution, teamwork
Technologies
Excel, PowerPoint
Responsibilities
Support new client onboarding and account opening processes, assist in creating client meeting materials, troubleshoot client account issues regarding portfolio reporting, support client data requests, expose to implementation of core portfolio activities
Seniority
Intern