The Wealth Management Investment Analyst Intern works closely with Investment Analysts and Wealth Advisors who help clients invest, manage, and deploy their financial assets. The intern gains exposure to a range of clients including individuals, business owners, and families with sophisticated investment and wealth management needs.
Success Factors
Responsibilities
- Gain exposure to a variety of investment strategies and wealth management solutions.
- Support investment research and analysis across asset classes, investment strategies, managers, funds, and individual securities.
- Assist with reviewing client portfolios, asset allocations, investment objectives, risk profiles, and performance.
- Help prepare investment reports, portfolio analyses, and materials for internal and client meetings.
- Conduct market and economic research to support the team's investment decision making.
- Collaborate with Investment Analysts and Wealth Advisors on portfolio related assignments and special projects.
- Work with team leadership to identify opportunities to improve investment processes and operating efficiencies.
- Build relationships with peers and team members at all levels of the organization.
- Participate in team building exercises, community outreach activities, and continuous learning and leadership development workshops.
People Management/Relationships
- Take initiative to be a team player (seeks out opportunities to help others)
- Treat everyone with respect
- Develop loyalty and trust with the team
- Successfully adapt to different personalities and working styles
- Proactively and effectively communicate information regarding status issues to team members
- Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions
Required Skills
- Excellent organization skills and strong attention to detail
- Multi-tasker with the ability to prioritize work accordingly
- Excellent verbal and written communication skills
- Strong analytical and interpersonal skills
- Ability to work autonomously under the pressure of tight deadlines and multiple priorities
Education, Experience and Certifications
- Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, Business Management and/or related field
- Minimum GPA of 3.0
- Desire to pursue a career within wealth management
- Excellent communication and analytical skills required
- Strong technical skills with the ability to problem-solve in a fast-paced environment
Essential Functions
- Must be able to remain in a stationary position as needed
- The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
- Ability to communicate in a professional manner and exchange information with internal and external actors as needed
- Ability to lift/carry up to 20 pounds
- Ability to work outside of normal business hours and weekends as needed
- Ability to travel to local and non-local clients as needed, overnight travel may be required
- This job description is subject to change at any time and employee will be given additional responsibilities as assigned
Salary Range: