Investments & Trading Summer Internship — Operations

Tschetter Group; Bellevue (WA); On-site; USD 21,000 - 30,000; Part time

Job summary

Tschetter Group, Bellevue, WA, is offering a Summer Internship Program focused on Investments, Trading, and Operations for June–August 2027. This internship provides hands-on experience supporting trading workflows, data reconciliation, and reporting while learning wealth management foundations.

You will work with investments, trading and operations teams, contribute to research, and help automate internal processes.

Qualifications

• Bachelors candidate with anticipated graduation May 2028 or earlier.
• Strong analytical and problem-solving skills are essential.
• Proficiency with Microsoft Office, particularly Excel.
• Detail-oriented with ability to manage multiple tasks and priorities.
• Drive and client-first mindset; willingness to serve clients.
• Interest in wealth management and markets; eager to learn.

Responsibilities

• Support trading workflows, data reconciliation and reporting.
• Assist with investment research and data analysis.
• Contribute to projects that improve and automate internal processes.
• Learn foundations of wealth management and firm operations; collaborate with investments, trading and operations teams.

Skills

Analytical skills

Problem solving

Excel proficiency

Detail oriented

Client-first mindset

Collaborative mindset

Interest in investments

Time management

Education

Bachelor's degree in finance, economics, business or related field

Tools

Microsoft Office (Excel)

Job description

Tschetter Group, Bellevue, WA, is offering a Summer Internship Program focused on Investments, Trading, and Operations for June–August 2027. This internship provides hands-on experience supporting trading workflows, data reconciliation, and reporting while learning wealth management foundations.

You will work with investments, trading and operations teams, contribute to research, and help automate internal processes.