2027 Private Wealth Management Summer Internship
Core
10-week summer internship supporting ultra-high net worth clients with investment advisory, capital allocation, and values-based wealth planning.
Role type
Summer Intern, Private Wealth Management
Builds
Client meeting materials, account onboarding support, portfolio reporting, and data analysis for family offices.
Domain
Private Wealth Management / Ultra-High Net Worth Family Offices
Deliverable
client delivery
Required skills
Excel (advanced formulas, multi-sheet analysis), PowerPoint, asset management industry knowledge, equity and fixed income markets understanding, client onboarding support, portfolio reporting, data analysis, problem identification and escalation, prioritization
Preferred skills
Leadership experience, creative and strategic thinking, teamwork
Technologies
Excel, PowerPoint
Responsibilities
Support day-to-day activities for a dedicated client base, assist with new client onboarding and account opening, create client meeting materials, support implementation of core portfolio activities, troubleshoot client account issues and data requests
Seniority
Student Intern (Junior/Senior year)
