2027 Summer Internship - BMTA Investment Research & Strategies

WSFS Bank; Oklahoma; On-site; USD 25,000 - 29,000; Full time

Benefits offered by this job

Mentorship

Executive exposure

Networking events

Volunteer initiatives

Job summary

WSFS Bank offers a paid 10-week Summer Internship Program designed for ambitious college students pursuing a career in financial services. Interns will gain hands-on experience across Investment Research disciplines and other bank departments, with mentorship and executive exposure.

Participants will support data gathering, documentation, and presentation materials while engaging in real business initiatives. Networking events and volunteer activities are included.

Qualifications

• Must be at least 18 years old.
• Business-related or related college major preferred.
• Must have a high school diploma or equivalent.
• Must have completed at least one full year of college by May 2027.
• Must have reliable transportation.
• Must be available for in-person and virtual interviews.
• Must be able to work up to 5 days on-site at a physical office location within the WSFS Bank footprint.
• Must be able to participate in this full-time position (40 hours per week) within a continuous program, starting first week of June and ending early to mid-August.
• Fundamental computer proficiency, including Microsoft Office.
• Excellent oral and written communication is required.
• Must have critical thinking and analytical skills.
• Must have organizational skills and proven ability to work independently and collaboratively.

Responsibilities

• Assist data gathering and documentation.
• Support process improvement initiatives.
• Prepare presentation materials.
• Gain exposure to investment research, portfolio analysis.
• Collaborate with Investment Research teams.

Skills

Communication skills

Analytical thinking

Organizational skills

Microsoft Office

Interviews (in-person/virtual)

Education

High school diploma

College first year by May 2027

Business-related major preferred

Job description

Job Description

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.

We are seeking ambitious, high-performing College students with a strong interest in pursuing a career in financial services to join the WSFS Bank 2027 Summer Internship Program. This paid, 10 week internship provides a dynamic and engaging experience featuring meaningful project work, one-on-one mentorship, executive exposure, professional development opportunities, volunteer initiatives, networking events, and collaboration with fellow interns. Interns will gain valuable hands‑on experience while working alongside industry professionals and contributing to real business initiatives across a variety of bank departments. This is an exciting opportunity to build your skills, expand your professional network, and explore rewarding career paths with one of the region’s leading financial institutions.

Investment Research - The intern will support Investment Research teams across multiple disciplines, including Fixed Income, Equity Research, Asset Allocation, and Investment Operations. Responsibilities include assisting with data gathering, documentation, process improvement initiatives, and presentation materials. This role provides hands‑on exposure to investment research, portfolio analysis, and the investment decision‑making process.

What Our Internships Offer

Work alongside professionals across multiple business lines and gain exposure to real-world projects, operations, and strategic decision‑making. Follow a comprehensive learning program that includes personal and professional development activities and resources. Opportunity to support and present on projects, research, or operational activities within an assigned business area to Senior Leaders. Build meaningful connections through dedicated mentorship and collaboration with peers and experienced professionals. Engage with leaders across the organization through networking events, panel discussions, and career‑focused conversations. Participate in volunteer initiatives, employee resource groups, and social exclusive events designed to foster connection and professional growth. High‑performing interns may be considered for continued employment opportunities with WSFS Bank upon successful completion of the program.

Minimum Qualifications

• Must be at least 18 years of age.
• A business‑related or related college major is preferred.
• Must have a high school diploma or equivalent.
• Must have completed a minimum of one (1) full year of college by May 2027
• Must have reliable transportation.
• Must be available for in‑person and virtual interviews.
• Must be available for in‑person orientation with Human Resources.
• Ability to work up to 5 days on‑site at a physical office location within the WSFS Bank footprint.
• Must be able to participate in this full‑time position (40 hours per week) within a continuous program, starting first week of June and ending early to mid‑August.
• Fundamental computer proficiency, including Microsoft Office, is required.
• Excellent oral and written communication is required.
• Must have critical thinking and analytical skills.
• Must have organizational skills and proven ability to work independently and collaboratively.

Work Authorization

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range

$18.00 - $21.00 Per Hour Individual base pay may vary on additional factors such as the candidate’s experience, job‑related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula‑based incentive and retention awards.

Benefits

• Medical, dental, and vision coverage;
• A 401(k) plan;
• Life, accident, and disability insurance;
• Flexible spending accounts (FSAs) and health savings accounts (HSAs);
• Wellness programs.
• Paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays.

WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

Company Culture & Inclusion

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [e-mail]. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

About Bryn Mawr Trust

Bryn Mawr Trust is part of WSFS, the oldest and largest locally headquartered bank and trust company in the Greater Philadelphia and Delaware region. Our organizations know that when we work together and move forward with purpose, a brighter future lies ahead. Please view our job openings if you’d like to be part of a collaborative team focused on Clients and community.

When it’s time to take your career the next level, it’s time to look at Bryn Mawr Trust. Bryn Mawr Trust is part of WSFS, the oldest and largest locally‑headed bank and trust company in the Greater Philadelphia and Delaware region.

WSFS Financial Corporation (WSFS) is a multibillion‑dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally‑headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration. WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, Powdermill® Financial Solutions, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.