2027 Private Wealth Management Summer Internship
Core
10-week summer internship supporting ultra-high net worth clients with investment advisory, capital allocation, and values-based wealth planning.
Role type
Summer Intern, Private Wealth Management
Builds
Client meeting materials, account onboarding support, portfolio reporting, and data analysis for family offices.
Domain
Private Wealth Management / Family Office Services
Deliverable
product features
Required skills
Excel (advanced formulas, multi-sheet analysis), PowerPoint, asset management industry knowledge, equity and fixed income understanding, client onboarding support, portfolio reporting, data analysis, problem identification, prioritization
Preferred skills
Leadership experience, creative strategic thinking, teamwork, communication
Technologies
Excel, PowerPoint
Responsibilities
Support new client onboarding and account opening processes, assist in creating client meeting materials, troubleshoot client account issues including portfolio reporting and data requests, support implementation of core portfolio activities, conduct multi-sheet analysis and link data across workbooks
Seniority
Undergraduate Junior/Senior (entering senior year in fall 2027)
