Summer Retirement Investments Intern

Work180

Denver (CO)

On-site

USD 28,000 - 30,000

Full time

3 days ago
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Job summary

Wealthspire is seeking a Summer Internship in Denver, CO for a rising senior to gain hands-on experience with a wealth management technology team, working on data gathering, research, and production-ready coding practices.

You will contribute to investment-related projects, learn capital markets concepts, and get exposure to IT/AI initiatives, with a base hourly pay and potential incentives.

Qualifications

  • Rising senior of a four-year university preferred.
  • Demonstrated leadership experience in college, community, internship, or co-op experience.
  • Knowledge of Microsoft Outlook, Excel, PowerPoint, and Word.
  • Interest in Investment Advisor and/or Financial Services Industry.

Responsibilities

  • Assist the Investment Team with gathering, organizing, and tracking data related to retirement income products.
  • Develop a foundational understanding of capital markets, asset allocation, and key investment concepts.
  • Support quarterly investment updates, research initiatives, and other team projects.
  • Contribute ideas and insights while building knowledge of retirement investments.
  • Assist the Investment Team with ongoing, proactive due diligence on investment managers.

Education

Rising senior of a four-year university

Tools

Outlook
Excel
PowerPoint
Word

Job description

Wealthspire is seeking a Summer Internship in Denver, CO for a rising senior to gain hands-on experience with a wealth management technology team, working on data gathering, research, and production-ready coding practices.

You will contribute to investment-related projects, learn capital markets concepts, and get exposure to IT/AI initiatives, with a base hourly pay and potential incentives.

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