Intern – Associate, Investment Products and Platforms
Core
Support investment products and platforms operations by managing account setups, trading support, and content management for wealth management clients.
Role type
Intern – Associate, Investment Products and Platforms
Builds
UMA and SMA accounts, trading operations, Wealthlink content
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Analytical skills, task execution rigor, multi-tasking, Excel, Bloomberg, AI tools (Copilot)
Preferred skills
University degree in related field, intermediate to advanced English proficiency
Technologies
Croesus, Wealthlink, Copilot
Responsibilities
UMA onboarding support, trading support and error resolution, account setup validations, content management on Wealthlink, operational and analytical support for advisor requests
Seniority
Intern
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