Wealth Management Intern

About the Role

This is a paid 10-week summer internship program providing hands-on experience in data analysis within a global financial services company. Interns will gain industry and organizational knowledge through daily business interactions, job assignments, and projects that directly affect the company's business. The program includes interactions with senior leaders and networking opportunities.

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 deliverables such as summaries, presentations, and reports for team and leadership audiences.
• Collaborate across teams and build relationships.
• 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 daily work.
• 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 foster a sense of community with other interns.

Requirements & Tech Stack

• Comfort working in Microsoft Excel, PowerPoint, and Word.
• Familiarity with, or hands-on experience using, artificial intelligence (AI) tools for research, analysis, or work improvement.

Qualifications

• A course of study in mathematics, economics, a business-related discipline (such as finance, accounting, marketing, or management), or a related field.
• Strong analytical and problem-solving skills.
• 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 eligible to work in the U.S. without company sponsorship, now or in the future.
• Must be available for the full program dates.

Note: The company is not sponsoring employment-based visas for this position.