Wealth Intern, Management

About the Role

This internship provides an opportunity to gain hands-on experience in data analysis. The 2027 Summer Internship Program is a paid 10-week learning experience where you will be immersed in the daily environment of a global financial services company. You will gain industry and organizational knowledge through daily business interactions and job assignments, engage in projects that directly affect the company's business, interact with senior leaders, and network with employees and interns.

Key Responsibilities

• Support projects and analyses that advance the goals of one or more Client Solutions and Wealth Management (CSWM) areas.
• Gather, organize, and analyze data to identify trends and inform recommendations.
• Prepare clear, well-structured deliverables such as summaries, presentations, and reports for team and leadership audiences.
• Collaborate across teams and build relationships while learning how different areas of CSWM work together to serve customers and grow the business.
• Build an understanding of how the organization delivers financial solutions, supports distribution growth, enhances advisor capabilities, and drives transformational initiatives.
• Explore and apply AI tools to improve research, analysis, and day-to-day work where appropriate.
• Learn from supportive leaders, mentors, and team members.
• Learn about the company’s purpose, values, operations, and product/service offerings.
• Build a network of colleagues and a sense of community with other interns.

Requirements & Tech Stack

• Mathematics, economics, a business-related discipline (such as finance, accounting, marketing, or management), or a related field of study.
• Strong analytical and problem-solving skills.
• Comfort working 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.
• Must be available for the full program dates.
• Legally authorized to work in the United States without the need for employer sponsorship now or at any time in the future.

Qualifications

• Familiarity with, or hands-on experience using, artificial intelligence (AI) tools to research, analyze, or improve work processes.