Client Advisory Intern: Wealth Strategy & Portfolio Analysis

Bessemer Trust; Boston (MA); On-site; USD 55,000 - 62,000; Full time

Job summary

Bessemer Trust is seeking a Client Advisory Intern to work with Client Advisory and Wealth Advisory professionals serving high‑net‑worth clients. You will gain hands‑on experience in asset allocation, portfolio analyses, tax transitions, cash management, and client presentations.

The internship includes training on proprietary and licensed software, culminating in a capstone presentation to senior management that integrates wealth advisory components. Boston and New York offices host the program.

Qualifications

• Pursuing a Bachelor's degree with rising senior status.
• Strong interest in financial services; exposure to private wealth management or related fields preferred.
• Excellent analytical and problem‑solving skills; attention to detail.
• Effective written and verbal communication; professional discretion.
• Strong organizational skills and ability to manage multiple priorities.
• Collaborative mindset; able to work well in a team.
• Proficiency in Microsoft Office applications.

Responsibilities

• Support Wealth Advisory with reporting, analysis, and presentation requests for prospective clients.
• Collaborate with the Quantitative Analysis group to provide portfolio analyses and models.
• Assist across Investment, Tax, Estate Planning, and other professionals to understand client portfolios and goals.
• Prepare customized client reports, schedules, analyses, and presentation materials.
• Assist with client meeting materials and day‑to‑day service needs.
• Participate in projects to showcase Bessemer’s wealth management approach.

Skills

Analytical skills

Attention to detail

Communication skills

Organizational skills

Team player

Discretion with confidential info

Microsoft Office

Learning mindset

Strong interest in financial services

Education

Bachelor’s degree (rising senior)

Tools

Microsoft Office Suite

Job description

Bessemer Trust is seeking a Client Advisory Intern to work with Client Advisory and Wealth Advisory professionals serving high‑net‑worth clients. You will gain hands‑on experience in asset allocation, portfolio analyses, tax transitions, cash management, and client presentations.

The internship includes training on proprietary and licensed software, culminating in a capstone presentation to senior management that integrates wealth advisory components. Boston and New York offices host the program.