Wealth Advisory Intern: Client Insight & Portfolio Analysis

Bessemer Trust; Dallas (TX); On-site; USD 55,000 - 62,000; Full time

Job summary

Bessemer Trust offers a Client Advisory Internship supporting Wealth and Client Advisory teams for high‑net‑worth clients. You will assist with reporting, analyses, and presentations while learning integrated wealth management, including investment management, tax, and estate planning.

You will work with professionals across the firm on client portfolios, goals, and financial situations, gaining exposure to multigenerational wealth management and new business development.

Qualifications

• Strong analytical and problem‑solving skills.
• Excellent attention to detail.
• Intellectual curiosity and enthusiasm for learning.
• Effective communicator with written and verbal communication skills.
• Strong organizational skills and ability to manage multiple priorities.
• Collaborative mindset and team player.
• Professionalism and discretion with confidential information.
• Proficiency in the Microsoft Office Suite.

Responsibilities

• Support Wealth Advisory reporting, analysis, and presentation requests for prospective clients.
• Provide portfolio analyses and models with the Quantitative Analysis group.
• Collaborate across Investment, Tax, Estate Planning, and other professionals to understand client portfolios and goals.
• Prepare materials for prospective client meetings and presentations.
• Participate in projects to showcase Bessemer's wealth‑management approach.
• Assist with day‑to‑day client service needs and routine communications.
• Perform cash management functions and process payments and account activity.
• Produce customized client reports, schedules, analyses, and presentations.
• Gain exposure to management of multigenerational wealth and cross‑team coordination.

Skills

Analytical thinking

Problem solving

Attention to detail

Written communication

Verbal communication

Organization

Team collaboration

Discretion with confidential info

MS Office proficiency

Education

Bachelor's degree in progress

Job description

Bessemer Trust offers a Client Advisory Internship supporting Wealth and Client Advisory teams for high‑net‑worth clients. You will assist with reporting, analyses, and presentations while learning integrated wealth management, including investment management, tax, and estate planning.

You will work with professionals across the firm on client portfolios, goals, and financial situations, gaining exposure to multigenerational wealth management and new business development.