Internship 2027

Whittier Trust Company; San Francisco (CA); On-site; USD 25,000 - 36,000; Full time

Job summary

Whittier Trust offers a 10-week internship across our California offices, including San Francisco, starting in Summer 2027. You will assist Client Advisors with daily account management and prepare reports to support client service.

Ideal candidates are pursuing a Finance or Economics degree, graduating in 2027 or 2028, with strong quantitative skills, Excel expertise and a genuine interest in wealth management.

Qualifications

• Excellent academic credentials.
• Progress toward 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.

Responsibilities

• 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.
• Administrative tasks for the Client Advisory team including presentation creation.
• Ad hoc tasks for Client Advisors as directed.
• Financial model building and updating, market research, and company research.
• Creating 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 and disseminating information.
• Providing research to create reports and graphs for client presentations.
• Assisting in analyzing portfolios to reflect Whittier Trust sector outlook.
• Maintaining and tracking composite performance.
• Support Portfolio Manager with presentations, printing and binding.
• Researching, writing and presenting major projects to Investment and WTC team.

Skills

Quantitative and analytical skills

Emotional intelligence and maturity

Strong interest in wealth management

Advanced Excel skills

Verbal and written communication

MS Office proficiency

Extra-curricular activities

Education

Bachelor’s Degree progress in finance or economics

Tools

Microsoft Office

Microsoft 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.

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 1st deadline.

Application Deadline: December 1st, 2026

Video screening Interviews: December 18th - 21st, 2026

Final Round Interviews: January 4th - January 11th, 2027

Offer Letters Sent: Friday, January 22nd, 2027

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.

Summary

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.