Summer Wealth Management Internship 2027

Whittier Trust Company

Newport Beach (CA)

On-site

USD 27,552,000 - 34,440,000

Full time

2 days ago

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Job summary

Whittier Trust Company invites rising finance or economics students to join its 10-week Summer Internship. Positions are available across Pasadena, Orange County, West LA, San Francisco, San Diego, in California, plus Seattle and Reno.

The program emphasizes hands-on account management support, client reporting, and research tasks within the Portfolio Advisory team. Applicants should be on track to graduate in 2026 or 2027, with strong quantitative skills, advanced Excel, and a genuine interest

Qualifications

Excellent academic credentials.
Progress toward a Bachelor's Degree in finance or economics preferred but not essential.
Strong quantitative and analytical skills.
Advanced Excel and MS Office skills.
Excellent verbal and written communication abilities.

Responsibilities

Assist Client Advisors with daily account management.
Create custom reports such as cash flow analyses and balance sheets.
Organize and streamline client and business development information on Salesforce.
Attend client events and participate in research projects.
Build financial models and conduct market and company research.
Prepare reports and graphs for client presentations using Bloomberg, FactSet and Excel.