Internship 2027

About the Role

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office.

Key Responsibilities

• Assisting Client Advisors with daily account management
• Creating custom reports such as cash flow analyses and balance sheets
• Assisting with organizing and streamlining client and business development information on Salesforce
• Assisting and attending client events
• Researching industry related topics and presenting where applicable
• Basic administrative tasks on behalf of the Client Advisory team including presentation creation and book binding
• Ad hoc tasks for Client Advisors as directed
• Financial model building and updating, market research, and company research
• Researching, creating and generating custom reports for Portfolio Managers to monitor accounts using Addepar, Bloomberg, FactSet, and Excel
• Assisting with collecting, synthesizing and organizing equity, fixed income, and economic research data
• Maintaining and ensuring accuracy of financial models
• Analyzing earnings conference calls to Analysts to assist in evaluating recent company performance and disseminating information to internal departments as applicable
• Providing research using Bloomberg, FactSet, and other data providers to create reports and graphs for client presentations as directed
• Assisting in analyzing portfolios to ensure they reflect Whittier Trust sector and security outlook
• Maintaining and tracking composite performance
• Assisting in some administrative tasks in relation to supporting the Portfolio Manager including, presentation creation, printing and binding
• Researching, writing and presenting major project to Investment and wider WTC team

Qualifications

• Excellent academic credentials
• Progress towards Bachelor’s Degree - finance or economics preferred but not essential
• Quantitative and analytical skills
• Intellectual curiosity
• Emotional intelligence and maturity
• Demonstrated strong interest in the wealth management industry
• Advanced computer skills across all Microsoft Office programs
• Advanced Excel skills
• Very strong verbal and written communication skills
• Extra-curricular activities outside of school

Program Details

• Duration: 10 weeks during Summer of 2027
• Expected Start Date: Monday, June 7th, 2027
• Priority: Students graduating in 2027 and 2028

Locations

• Pasadena, California
• Orange County, California
• West LA, California
• San Francisco, California
• San Diego, California
• Seattle, Washington
• Reno, Nevada

Application Process

• Application Deadline: December 1st, 2026
• Video Screening Interviews: December 18th - 21st, 2026
• Final Round Interviews: January 4th - January 11th, 2027
• Offer Letters Sent: Friday, January 22nd, 2027
• Work Authorization: Applicant(s) must be currently authorized to work in the United States. Working visa sponsorship is NOT available.
• Contact: We will be in contact with you after the December 1st deadline.