2027 Summer Internship

About the Role

• 2027 Summer Internship Program within Global Wealth Management business.
• Location: Nashville, Tennessee.
• Program Duration: 10-week paid internship.

Key Responsibilities

• Assist with daily operational tasks supporting wealth management activities, including transaction processing, data reconciliation, and account maintenance.
• Support process improvement and AI initiatives that enhance efficiency and accuracy across the Operations team.
• Collaborate with cross-functional teams such as Client Services, Compliance, and Technology to resolve issues and streamline workflows.
• Participate in various projects and speaker series.

Requirements & Tech Stack

• Interest in the financial industry.
• Ability to evidence how experimental and responsible use of AI can improve outcomes and efficiency.
• Experience with analytical, organizational, and problem-solving skills.
• Values: hard-working, trustworthy, dedicated, and collaborative.
• Strategic thinker with strong communication skills.
• Motivated to work in a business with high demands and tight deadlines.
• Experience with AI and its application in improving outcomes and efficiency.

Qualifications

• Must be a student graduating with a Bachelor's degree between December 2027 and June 2028.
• All majors are welcome.

Program Details

• 10-week paid internship.
• Learn about the industry, clients, and the firm.
• Opportunities to develop new skills and make contacts.
• First week includes a thorough training course on professional development and technical skills.
• Work within the assigned team in Wealth Management Operations for the remaining 9 weeks.
• Mentorship provided.
• Potential for an offer to return after completing studies upon successful internship.