Wealth Advisory Intern: Client Insights & Analysis

Bessemer Trust; Chicago (IL); On-site; USD 55,000 - 62,000; Full time

Job summary

Bessemer Trust offers a Client Advisory Intern role that works with Client Advisory and Wealth Advisory professionals to serve high-net-worth clients. Interns gain hands-on experience in asset allocation modeling, portfolio analysis, tax transition analysis, client communication, cash management, and reporting, culminating in a capstone presentation to senior management.

You'll be trained in proprietary software and databases and collaborate across Investment, Tax, and Estate Planning teams.

Qualifications

• Pursuing a Bachelor's degree with rising senior status.
• Strong interest in financial services; exposure to Private Wealth Management, Investment Management, Investment Banking, or a related field preferred.
• Strong analytical and problem-solving skills.
• Excellent attention to detail.
• Intellectual curiosity and an enthusiasm for learning.
• Effective communicator with excellent written and verbal communication skills.
• Strong organizational skills and ability to manage multiple priorities.
• Collaborative mindset and ability to work effectively as part of a team.
• Professionalism and discretion when working with confidential information.
• Proficiency in the Microsoft Office Suite.

Responsibilities

• Support Wealth Advisory reporting, analysis, and prospective client presentations.
• Collaborate with Investment, Tax, Estate Planning teams to analyze portfolios.
• Prepare materials for client meetings and presentations.
• Assist with cash management and processing account activity.
• Gain exposure to multigenerational wealth management and cross-team coordination.
• Capstone presentation to senior management focused on bringing together the various aspects of wealth advisory.
• Training in the use of proprietary and licensed software and databases.

Skills

Analytical skills

Attention to detail

Communication skills

Organizational skills

Team collaboration

Microsoft Office

Education

Bachelor's degree (rising senior)

Tools

Microsoft Office Suite

Job description

Bessemer Trust offers a Client Advisory Intern role that works with Client Advisory and Wealth Advisory professionals to serve high-net-worth clients. Interns gain hands-on experience in asset allocation modeling, portfolio analysis, tax transition analysis, client communication, cash management, and reporting, culminating in a capstone presentation to senior management.

You'll be trained in proprietary software and databases and collaborate across Investment, Tax, and Estate Planning teams.