Wealth Management Intern

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. The program provides industry and organizational knowledge through daily interactions, job assignments, and projects.

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 such as summaries, presentations, and reports.
• Collaborate across teams to understand CSWM operations.
• Understand how the organization delivers financial solutions, supports growth, enhances advisor capabilities, and drives enterprise initiatives.
• Explore and apply AI tools for research, analysis, and daily tasks.
• Learn about the company’s purpose, values, operations, and offerings.
• Build a professional network and community with other interns and employees.

Requirements & Tech Stack

• Course of study in mathematics, economics, a business-related discipline (e.g., finance, accounting, marketing, management), or a related field.
• 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 employer sponsorship (now or in the future).

Preferred Qualifications

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