Summer Internship: Wealth Management & Research

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 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.