Wealthspire Retirement Intern - CO
Internship Description
Our 10-week Summer Intern Program is designed to provide students with a challenging, meaningful, and supportive experience with our Retirement team that closely replicates the role of a full-time Associate working alongside members of the national investment committee. Interns will build relationships with investment management company contacts, as well as other internal and external partners. The position involves day-to-day responsibilities in investment research and analysis, verbal communication with advisors in the field, and electronic and other written communications. Interns will also be responsible for completing a project at the direction of their supervisor and presenting their findings at the conclusion of the program. This is a hybrid position, with in-office flexibility a few days per week.
Essential Duties & Responsibilities
Assist investment team with data gathering and tracking on retirement income products
Establish an understanding of capital markets and asset allocation building blocks
Aid with investment quarterly updates and projects
Eagerness to learn about retirement investments and provide input where needed
Support investment team for on-going and proactive due diligence on investment managers
Knowledge, Skills, and/or Abilities
Ability to express ideas clearly in both written and verbal communications
Strong working knowledge of Microsoft office products, especially Microsoft Excel
Ability to work both independently and in a team environment with a positive attitude, proactive mindset, and entrepreneurial spirit
Ability to communicate and interface effectively with Investment professionals, Executive Staff, and Human Resources professionals
Exceptional attention to detail and time management skills
Ability to work on multiple projects concurrently and prioritize
Inquisitive by nature
Pursuing degree in Business, Economics or Finance (preferred)
Education and/or Experience
Rising senior of a four-year university preferred
Demonstrated leadership experience in college, community, internship, or co-op experience
Knowledge of Microsoft Outlook, Excel, PowerPoint, and Word
Interest in Investment Advisor and/or Financial Services Industry
What We Offer
The hourly salary range for this position is $18 to $22. The hourly salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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