Summer Internship - Investments, Trading, & 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

Summer Internship Program
Focus: Investments, Trading, and Operations
June - August 2027

Tschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. We are seeking a motivated and detail-oriented intern to support our team.

As an intern, you will become a contributing member of the Tschetter Group team this summer. After a brief introductory period where you learn the foundations of wealth management and how the firm operates, you will work alongside our investments, trading, and operations teams. You will assist with trading workflows, data reconciliation and reporting, investment research, and projects focused on improving and automating internal processes. This experience will expose students to both investment decision-making and the systems and processes used to implement those decisions across the firm. Exceptional performance and cultural alignment may lead to consideration for a full-time position upon graduation.

As our team is still relatively small and focused on building a solid foundation for growth, we see it as of paramount importance to hire more than just skill and experience. We are also looking for entrepreneurial spirit, a strong alignment with our values and culture, and an excitement and enthusiasm in our mission to give clients optimism about life and money.

Qualifications

• Currently enrolled in a bachelor’s degree program in finance, economics, business, or a related field with an anticipated graduation date of May 2028 or earlier
• Strong analytical and problem-solving skills
• Proficiency with Microsoft® Office, particularly Excel
• Detail-oriented with the ability to manage multiple tasks and priorities
• Drive and desire to help and serve others with client-first mindset
• Strong desire to gain further understanding of the wealth management industry
• Can-do attitude and collaborative mindset
• Previous intern experience or coursework in finance/investing, or demonstrated interest in investments, markets, data/technology a plus

Tschetter Group is an Equal Opportunity Employer.