2027 Summer Intern - Global Wealth Management, Internal Sales Analyst, US
Core
Support the US Global Wealth Management sales team by executing projects on sales skills, portfolio construction, market research, and resource navigation.
Role type
Summer Intern, Internal Sales Analyst
Builds
Sales enablement materials, market research reports, and portfolio analysis for financial advisor clients
Domain
Fixed Income Investment / Wealth Management
Deliverable
product features
Required skills
Microsoft Excel proficiency, AI tool usage, verbal and written communication, client relationship building, multitasking
Preferred skills
Interest in macroeconomics and investment finance, curiosity about emerging technologies
Technologies
Microsoft Excel, AI-powered tools
Responsibilities
Conduct market research, assist in portfolio construction, support sales team with resource navigation, participate in cross-divisional education and networking events
Seniority
Intern