Summer Wealth Advisory Internship – New York

AlTi Global, Inc.; New York (NY); On-site; USD 43,000 - 56,000; Full time

Job summary

AlTi Global, Inc. in New York offers a Wealth Management Internship for Summer 2027 to rising seniors. You will rotate through Investment Management, Trust & Estate Planning, Family Office Services, Marketing, Governance, and Operations while shadowing the Client Advisory Team.

The program provides hands-on training, projects, and a final Capstone case, with mentors and performance feedback guiding your development toward associate advisory roles.

Qualifications

• Rising seniors pursuing a degree in Finance, Economics, Business, Accounting, or related field.
• Strong analytical skills, intellectual curiosity, and attention to detail.
• Excellent written and verbal communication skills.
• Team-oriented with a professional and proactive mindset.

Responsibilities

• Participate in structured training and shadowing within the Client Advisory Team.
• Learn to use core wealth management tools and platforms (Addepar, Salesforce, Portfolio Rebalancing, Monte Carlo modeling).
• Support advisors in preparing client reports, proposals, and investment policy statements.
• Contribute to projects across firm teams, including investment research and due diligence.
• Gaining exposure to trust & estate planning and wealth transfer concepts.
• Observe governance and family office service support for philanthropy and financial tracking.

Skills

Analytical skills

Written and verbal communication

Team orientation

Attention to detail

Education

Finance, Economics, Business, Accounting or related field

Tools

Addepar

Salesforce

Portfolio Rebalancing

Monte Carlo modeling

Job description

AlTi Global, Inc. in New York offers a Wealth Management Internship for Summer 2027 to rising seniors. You will rotate through Investment Management, Trust & Estate Planning, Family Office Services, Marketing, Governance, and Operations while shadowing the Client Advisory Team.

The program provides hands-on training, projects, and a final Capstone case, with mentors and performance feedback guiding your development toward associate advisory roles.