Intern - Wealth Management Research

Gulf Coast Bank & Trust Company; Metairie (LA); On-site; USD 67,000 - 100,000; Full time

Benefits offered by this job

Final Internship Presentation in New |

Learning opportunities

Job summary

Gulf Coast Bank & Trust Company in Metairie, LA, invites you to join its Summer Internship Program as a Trust & Wealth Management intern. The program runs Monday, May 17 through Friday, July 23, with a potential extension to mid-August and a Final Internship Presentation in New Orleans on Thursday, July 22.

Candidates must be available for the full duration to gain a comprehensive learning experience. You will participate in wealth management operations, prepare market research, support

Qualifications

• Minimum GPA of 3.0.
• Pursuing a Bachelor’s or Master’s degree.
• Business majors preferred.
• Strong analytical and problem‑solving skills.
• Demonstrates communication and teamwork skills.
• Ability to travel if required for job functions.
• Ability to work under stress and meet deadlines.
• Ability to read and interpret documents.

Responsibilities

• Prepare weekly deliverables summarizing market developments and economic trends.
• Research allowable fixed‑income securities for the bank’s investment portfolio.
• Support portfolio monitoring through data analysis.
• Update Excel spreadsheets and reports as needed.
• Complete a comprehensive research project on an assigned topic.
• Interact with professionals both internally and externally.
• Perform other duties as assigned.

Skills

Analytical thinking

Problem solving

Communication

Teamwork

Self-starter

Initiative

Reading & interpretation

Work under pressure

Education

Bachelor’s degree

Master’s degree

Business major preferred

Job description

Description

Summary

This full-time position is part of GCB's Summer Internship Program, which is scheduled to run from Monday, May 17th through Friday, July 23rd, potentially extending through mid-August based on the decision of the hiring manager and department. Additionally, interns must participate in a Final Internship Presentation located in New Orleans on Thursday, July 22nd. Candidates must be available for the full duration of the program to ensure a consistent and meaningful learning experience.

The Trust & Wealth Management intern will participate in wealth management operations and various department initiatives. The intern is responsible for contributing to a variety of initiatives and projects while gaining robust knowledge on the subjects covered. Responsibilities are listed below.

Responsibilities

• Prepare weekly deliverables summarizing market developments and economic trends
• Research allowable fixed-income securities for the bank’s investment portfolio
• Support portfolio monitoring through data analysis
• Update Excel spreadsheets and reports as needed
• Complete a comprehensive research project on an assigned topic
• Interact with professionals both internally and externally
• Perform other duties as assigned

Requirements

Required Skills/Experience/Education

• Minimum preferred cumulative GPA of 3.0.
• Currently pursuing a Bachelor’s degree or Master’s degree.
• Business Majors preferred.
• Be a highly motivated self-starter who takes initiative.
• Demonstrates strong analytical and problem-solving skills.
• Possesses critical thinking, communication, and teamwork skills.
• Essential Mental & Physical Requirements
• Ability to travel if required to perform the essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to read and interpret a document if required to perform the essential job functions.
• Prolonged periods of sitting at a desk and working on a computer may be required.

Essential Mental & Physical Requirements

• Ability to travel if required to perform the essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to read and interpret a document if required to perform the essential job functions.
• Prolonged periods of sitting at a desk and working on a computer may be required.
• Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.