Internship 2027

Whittier Trust Company; San Diego (CA); On-site; USD 45,000 - 56,000; Part time

Job summary

Whittier Trust Company is seeking an intern to support the Client Advisory team in the San Diego and surrounding offices. You will assist in daily account management, create custom reports, and help organize client and business development information.

You will research industry topics, support portfolio management data, and prepare presentations with tools like Addepar, Bloomberg, FactSet and Excel. Strong academics and interest in wealth management are essential.

Qualifications

• Excellent academic credentials.
• Pursuing a Bachelor’s degree in finance or economics is preferred but not essential.
• Strong quantitative and analytical skills.
• Emotional intelligence and maturity.
• Demonstrated interest in the wealth management industry.
• Advanced computer skills across Microsoft Office programs.
• Advanced Excel skills.
• Strong verbal and written communication skills.
• Active participation in extra-curricular activities.

Responsibilities

• Assisting Client Advisors with daily account management.
• Creating custom reports such as cash flow analyses and balance sheets.
• Organizing and streamlining client and business development information on Salesforce.
• Attending client events and assisting with preparations.
• Researching industry topics and presenting findings.
• Administrative tasks for the Client Advisory team including presentations and binding.
• Ad hoc tasks for Client Advisors as directed.
• Financial model building and updating, market and company research.
• Generating reports for Portfolio Managers using Addepar, Bloomberg, FactSet and Excel.
• Collecting and organizing equity, fixed income, and economic research data.
• Maintaining accuracy of financial models and portfolio data.
• Analyzing earnings calls to assist evaluation and dissemination.
• Providing research and graphs for client presentations.
• Assisting in portfolio analysis to reflect Whittier Trust sector outlook.

Skills

Quantitative & analytical

Advanced Excel

Verbal & written communication

Microsoft Office proficiency

Emotional intelligence

Interest in wealth mgmt

Extracurriculars

Academic excellence

Education

Pursuing Bachelor's degree in Finance or Economics

Tools

Addepar

Bloomberg

FactSet

Excel

Job description

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.

Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.

Please attach your most recent transcripts. Unofficial transcripts are acceptable.

Essential Duties and Responsibilities May Include:

• Assisting Client Advisors with daily account management
• Creating custom reports such as cash flow analyses and balance sheets
• Assisting with organizing and streamlining client and business development information on Salesforce
• Assisting and attending client events
• Researching industry related topics and presenting where applicable
• Basic administrative tasks on behalf of the Client Advisory team including presentation creation and book binding
• Ad hoc tasks for Client Advisors as directed
• Financial model building and updating, market research, and company research
• Researching, creating and generating custom reports for Portfolio Managers to monitor accounts using Addepar, Bloomberg, FactSet and Excel
• Assisting with collecting, synthesizing and organizing equity, fixed income, and economic research data
• Maintaining and ensuring accuracy of financial models
• Analyzing earnings conference calls to Analysts to assist in evaluating recent company performance and disseminating information to internal departments as applicable
• Providing research using Bloomberg, FactSet, and other data providers to create reports and graphs for client presentations as directed
• Assisting in analyzing portfolios to ensure they reflect Whittier Trust sector and security outlook
• Maintaining and tracking composite performance
• Assisting in some administrative tasks in relation to supporting the Portfolio Manager including, presentation creation, printing and binding
• Researching, writing and presenting major project to Investment and wider WTC team

Qualifications

• Excellent academic credentials
• Progress towards Bachelor’s Degree - finance or economics preferred but -NOT essential
• Quantitative and analytical skills
• Emotional intelligence and maturity
• Demonstrated strong interest in the wealth management industry
• Advanced computer skills across all Microsoft Office programs.
• Advanced Excel skills
• Very strong verbal and written communication skills
• Extra-curricular activities outside of school

Priority will be given to students graduating in 2027 and 2028

Locations

Internships are available in our Pasadena, Orange County, West LA, San Francisco, San Diego, California offices along with Seattle, WA and Reno, NV offices.

Duration

The Internship Program will be run for 10 weeks during Summer of 2027. Our expected start date is Monday, June 7 th , 2027.

Application Process

A working visa sponsorship is NOT available. Applicant(s) must be currently authorized to work in the United States.

We will be in contact with you after the December 31st deadline.

Application Deadline: October 31st, 2026

Video screening Interviews: November 16th - 20th, 2026

Final Round Interviews: November 30th - December 11th, 2026

Offer Letters Sent: Friday, December 18th, 2026

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.