Asset Management & Portfolio Analytics Intern

Program Overview: Interns in the private wealth management track will learn how advisors develop customized
strategies for individuals and families with significant assets. The experience includes exposure
to investment management, lending, trust administration, and estate planning, while working in
a team-oriented environment alongside experts in banking, fiduciary services, and wealth
strategy.
What you'll be doing:
● Perform or assist the core activities of the group by applying knowledge learned to drive
business results (e.g., deal, sales, or process support, internal or external customer
interaction, or supporting internal projects).
● Participate in social learning within the organization (e.g., identifies and networks with
business representatives and peers, participates in mentoring, job shadowing and
community outreach).
What we need to see:
● A bachelor’s degree in Finance, Accounting, Economics, Marketing, HR, Management,
Communications, Business, Psychology, Industrial Engineering and/or Actuarial
Sciences.
● Minimum GPA 3.2.
● Must be
● Accuracy and Attention to Detail.
● Analytical Thinking.
● Effective Communications.
● Flexibility and Adaptability.
● Information Capture.
● Initiative.
● Products and Services.
● Self-Directed Growth.
● Development.
Salary:
The compensation for the position is $18-35 / hr.
Important: The successful application submission for the above role(s) will be conditional to
your profile evaluation by our Recruitment Specialists using the AI system.
If you meet the eligibility criteria, please apply and our recruitment team will help you
understand your strengths and strategize your career ahead