Private Wealth Summer Analyst - Client Advisory & Analytics

AllianceBernstein; Chicago (IL); On-site; USD 59,000 - 72,000; Full time

Job summary

Bernstein Private Wealth Management is seeking Summer Interns to assist Financial Advisors and their teams in portfolio analysis, account setup, and client meetings. The program emphasizes client service, communication, and relationship-building within a rigorous learning environment.

Successful interns could transition to a full-time Private Wealth Associate role after graduation. Applicants should be rising bachelors’ degree candidates with strong academics, leadership, and analytical skills.

Qualifications

• Bachelor’s degree candidates graduating between December 2027 and June 2028.
• GPA 3.0 or better with strong leadership experience.
• Strong analytical and communication skills, relationship-building ability.
• U.S. Citizen or Permanent Resident and available to work full-time June–August.

Responsibilities

• Partner with Financial Advisors to provide service and support functions.
• Prepare portfolio analysis, account creation and maintenance, client/prospect meeting prep.
• Complete ad-hoc business projects and focus on client service excellence.
• Participate in mentorship, coaching and networking opportunities.

Skills

Word

Excel

SIE Certification

Education

Bachelor's degree

Job description

Bernstein Private Wealth Management is seeking Summer Interns to assist Financial Advisors and their teams in portfolio analysis, account setup, and client meetings. The program emphasizes client service, communication, and relationship-building within a rigorous learning environment.

Successful interns could transition to a full-time Private Wealth Associate role after graduation. Applicants should be rising bachelors’ degree candidates with strong academics, leadership, and analytical skills.