Summer Wealth Management Analyst: Portfolio & Strategy

Publicis Sapient; Carmel (IN); On-site; USD 28,000 - 41,000; Full time

Job summary

Sapient Capital in Indianapolis, with offices in New York, Miami, Chicago, and Los Angeles, is seeking Summer Analysts for a 2027 program. The 10-week, in-office internship offers hands-on work in wealth management, portfolio analysis, and client strategy, with a capstone presentation at the end.

Eligible students must be enrolled in a bachelor’s or master’s degree with GPA 3.2+, and strong Excel skills; familiarity with Python or SQL is a plus. Full-time, in-office attendance is required.

Qualifications

• Active enrollment in a bachelor’s or master’s degree program with a GPA of 3.2 or higher.
• Rising seniors majoring in finance, financial planning, economics, accounting, investment management, or equivalent program strongly preferred.
• Strong analytical and quantitative skills, with comfort in Excel; familiarity with financial modeling or data tools (Python, SQL) is a plus, not a requirement
• Genuine interest in markets, investing, and the wealth-management industry.
• Clear, professional verbal and written communication skills.
• A collaborative, low-ego mindset and a strong sense of ownership over your work
• Discrete and able to follow all guidelines for confidentiality and professionalism.

Responsibilities

• Gain exposure to wealth management, client advisory, and portfolio insights by working on varied projects that influence business decisions.
• Prepare and analyze reports and financial models to support client financial plans and goals.
• Assist with data entry, document management, and administrative tasks.
• Support investment research and portfolio analysis for client and firm strategies.
• Assist in preparing client-facing materials, performance reports, and market commentary.
• Collaborate with advisors on planning models and scenario analysis.
• Contribute to ad-hoc projects for the wealth strategy and investment teams.

Skills

Analytical skills

Quantitative skills

Communication skills

Teamwork

Confidentiality

Education

Bachelor’s/Master’s program enrollment (GPA 3.2+)

Tools

Excel

Python

SQL

Job description

Sapient Capital in Indianapolis, with offices in New York, Miami, Chicago, and Los Angeles, is seeking Summer Analysts for a 2027 program. The 10-week, in-office internship offers hands-on work in wealth management, portfolio analysis, and client strategy, with a capstone presentation at the end.

Eligible students must be enrolled in a bachelor’s or master’s degree with GPA 3.2+, and strong Excel skills; familiarity with Python or SQL is a plus. Full-time, in-office attendance is required.