2027 Summer Intern - Global Wealth Management, Internal Sales Analyst, US
On-site · United States
Core
Support the Global Wealth Management sales team with project work on sales skills, portfolio construction, market research, and resource navigation.
Role type
Summer Intern, Internal Sales Analyst
Builds
Sales support materials, market research, and portfolio analysis for financial advisor clients
Domain
Fixed Income Investing / Wealth Management
Deliverable
product features
Required skills
Microsoft Excel proficiency, AI tools usage, verbal and written communication, client relationship building, multitasking, financial market interest
Responsibilities
Conduct market research, assist in portfolio construction, support sales team projects, participate in cross-divisional education and networking events, utilize AI-powered tools for problem solving