Wealth, Management-Intership

About the Role

This is a paid 10-week Summer 2027 internship in Wealth Management, offering hands-on experience in data analysis within a global financial services company.

Key Responsibilities

• Support projects and analyses for Client Solutions and Wealth Management (CSWM) areas.
• Gather, organize, and analyze data to identify trends and inform recommendations.
• Prepare clear deliverables (summaries, presentations, reports) for team and leadership.
• Collaborate across teams to build relationships and understand CSWM operations.
• Understand how the organization delivers financial solutions and drives initiatives.
• Explore and apply AI tools for research, analysis, and daily work.
• Learn from leaders, mentors, and team members.
• Understand the company’s purpose, values, operations, and offerings.
• Build a network with colleagues and other interns.

Requirements & Tech Stack

• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Excel, PowerPoint, and Word.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Collaborative mindset.
• Intellectual curiosity.
• Ability to manage multiple priorities in a fast-paced environment.
• Availability for the full program dates.
• Must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Qualifications

• Pursuing a degree in mathematics, economics, a business-related discipline (finance, accounting, marketing, management), or a related field.

Preferred Qualifications

• Familiarity with or hands-on experience using artificial intelligence (AI) tools for research, analysis, or improving work processes.