Hybrid Wealth & Asset Management Intern (Summer 2027)

Dow Jones; New York (NY); Hybrid; USD 32,000 - 45,000; Full time

Job summary

Dow Jones offers a Summer 2027 Internship – Barron’s Advisor Intern in New York City. This 10-week program runs June 7, 2027 to August 13, 2027 with in-office work during the AMER dates.

You will join a hybrid team, gain hands-on experience, and contribute to advisor summits and content management. You will assist with research, compile invitation lists, maintain attendee databases, and support communications with attendees and speakers, while developing professional skills and mentorship

Qualifications

• Completed at least two years towards your Bachelor’s Degree
• Proficiency in Excel (can perform complex functions) or Google Sheets
• Familiarity with financial data
• A dynamic and engaging demeanor and the ability to gain expertise and earn trust with our clients
• Organizational skills and attention to detail
• The ability to manage multiple tasks and deadlines
• An interest in finance, computer science, business administration, wealth management

Responsibilities

• Assist with research projects related to the wealth management industry
• Support compiling invitation lists from Advisor Database for Advisor Summits
• Update database of attendees to clean up duplicates and outdated information
• Remove outdated reports and videos from database
• Personal Outreach to summit invitees (via phone or email)
• Help answer conference inquiries (website, email and phone) and filter to the correct department
• Provide information and support to attendees as it relates to Advisor Summits, Regional events, and Advisor Rankings
• Help with communications to conference speakers
• Help maintain data for conference speakers and content submissions
• Update the accuracy of conference content in internal databases, websites, and printed materials
• Support and organize the Continuing Education Credit application process
• Work in systems to manage projects, including FileMaker and Cvent

Job description

Dow Jones offers a Summer 2027 Internship – Barron’s Advisor Intern in New York City. This 10-week program runs June 7, 2027 to August 13, 2027 with in-office work during the AMER dates.

You will join a hybrid team, gain hands-on experience, and contribute to advisor summits and content management. You will assist with research, compile invitation lists, maintain attendee databases, and support communications with attendees and speakers, while developing professional skills and mentorship