2027 Quantitative Masters Internship Program - Sales & Relationship Management - Institutional Wealth - Chicago
Core
Intern role focused on sales and relationship management for institutional wealth clients, supporting the creation and delivery of options-based investment solutions and risk management strategies.
Role type
Quantitative Master's Intern (Sales & Relationship Management)
Builds
Customized options overlay strategies and investment solutions for wealth management clients
Domain
Asset Management / Wealth Management / Derivatives
Deliverable
client delivery
Required skills
Relationship management, data synthesis, project management, Microsoft Office proficiency (Excel, PowerPoint), critical thinking
Preferred skills
Curiosity about financial markets, enthusiasm for AI and emerging technologies, learning agility
Responsibilities
Cultivating relationships with key distributors of investment products, developing marketing strategies for new business growth, communicating investment solutions to clients
Seniority
Intern