Wealth Analyst Intern
Rothschild Wealth Partners
Chicago, ILFresher29m agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 1 year · Bachelor's degree
- Must know
- OperationsCustomer service
- Work
- On-site in Chicago · internship
- Pay
- Not stated by the employer.
- Skill demand
- Operations27%Customer service26%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 12, 2026 · still open
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About the Role
Rothschild Wealth Partners is looking for a Wealth Analyst Intern to join their Client Advisory teams for an 8 to 10-week summer program. The internship aims to pair emerging talent with experienced advisors, allowing interns to contribute to client strategies and gain practical skills in wealth management.
Key Responsibilities
- Research investments, markets, and planning topics, and synthesize findings into actionable analysis.
- Assist in building financial plans and portfolio proposals for both public and private markets.
- Collaborate with advisors, operations staff, and outside partners on projects supporting firm growth.
- Attend information sessions covering various aspects of the wealth management industry, including financial planning, investment management, operations, compliance, and client service.
Requirements & Tech Stack
- Pursuing a bachelor’s degree in finance, economics, or a related field.
- Graduation expected in 2027.
Qualifications
- Strong analytical skills and genuine curiosity about markets, investing, and business growth.
- Ability to manage multiple assignments and take initiative.
- A passion for helping people and a drive to build a career in wealth management.
- Grit and resilience: ability to see challenging work through, welcome feedback, and continuously improve.
- Demonstrated leadership in student organizations, athletics, work, or the community.