Accounting & Wealth Management Internship

The Milwaukee Company; Thiensville (WI); On-site; USD 28,000 - 40,000; Full time

Job summary

The Milwaukee Company in Thiensville, Wisconsin is offering an Accounting & Wealth Management Internship for a college student expected to graduate with a bachelor’s degree in finance or accounting between December 2027 and May 2028.

The intern will support firm accounting and operations, assist with investment research, portfolio analysis, client reporting, and financial planning, gaining hands-on experience in a wealth management environment.

Qualifications

• Pursuing a degree in accounting or finance.
• Strong interest in corporate accounting, investments, financial markets, and wealth management.
• Comfort working with numbers and routine financial tasks.
• Self-directed, detail-oriented, and able to work independently.
• Initiative, curiosity, and a willingness to learn.
• High ethical standards and professionalism.

Responsibilities

• Firm Accounting & Operations — work with the Office Manager on bookkeeping, account reconciliation, financial reporting, expense management, budgeting, accounts payable and other aspects of TMC's own financial operations.
• Wealth Management — work with members of the portfolio management and Family Office Services teams on investment research, portfolio analysis, client reporting, financial planning or other projects.

Skills

Numerical skills

Detail-oriented

Independent work

Initiative

Ethical standards

Education

Accounting or Finance degree

Job description

Accounting & Wealth Management Internship. The Milwaukee Company is seeking a college student expected to receive a bachelor’s degree in finance or accounting between December 2027 and May 2028 for an internship at our Thiensville, Wisconsin office starting summer 2027. This is a unique opportunity to gain hands-on experience in both the business operations of a wealth management firm as well as the management of wealth for high-net-worth clients. Our intern will work with our Office Manager on firm accounting and our financial operations and with members of our portfolio management and Family Office Services teams on investment research, portfolio analysis, client reporting, financial planning, and other projects.

Accounting & Wealth Management Intern

Location: Thiensville, Wisconsin

About The Milwaukee Company: The Milwaukee Company is a registered investment advisor managing over $1.3 billion in assets primarily for high net-worth individuals and families. We develop and utilize innovative, evidence-based, systematic investment strategies designed to help long-term investors preserve and grow their wealth.

Position Overview: This position offers the unique opportunity to gain experience in both the business operations of a wealth management firm and the management of client wealth. It will provide hands-on experience in office administration, portfolio management, and client service in a collaborative, professional environment.

Responsibilities:

• Firm Accounting & Operations — work with the Office Manager on bookkeeping, account reconciliation, financial reporting, expense management, budgeting, accounts payable and other aspects of TMC's own financial operations.
• Wealth Management — work with members of the portfolio management and Family Office Services teams on investment research, portfolio analysis, client reporting, financial planning or other projects.

Qualifications:

• Pursuing a degree in accounting or finance.
• Strong interest in corporate accounting, investments, financial markets, and wealth management.
• Comfort working with numbers and routine financial tasks.
• Self-directed, detail-oriented, and able to work independently.
• Initiative, curiosity, and a willingness to learn.
• High ethical standards and professionalism.

Commencement and Compensation

• Commencement – Full-time Summer 2027.
• Compensation - $- 25.00/hour