Wealth Advisory Intern: Client Insights & Analysis

Bessemer Trust; New York (NY); On-site; USD 55,000 - 62,000; Full time

Job summary

Bessemer Trust is seeking a Client Advisory Intern to work alongside Wealth Advisory and Client Advisory professionals serving high-net-worth clients. You'll gain hands-on exposure to integrated wealth management, including investment management, wealth planning, tax and estate planning, client service, and new business development in our New York headquarters.

During the internship you will assist with reporting, portfolio analyses, client presentations, and collaboration across teams.

Qualifications

• Pursuing a Bachelor’s degree with rising senior status.
• 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 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 teams with reporting, analysis, and presentation requests for prospective clients.
• Work with the Quantitative Analysis group to provide portfolio analyses and proprietary models.
• Collaborate with Investment, Tax, Estate Planning, and other professionals to understand prospective clients’ portfolios, goals, and broader financial situations.
• Assist with the preparation of materials used in prospective client meetings and presentations.
• Participate in projects designed to provide exposure to Bessemer’s approach to wealth management.
• Other responsibilities as assigned.

Skills

Analytical skills

Problem solving

Attention to detail

Written and verbal communication

Organizational skills

Team collaboration

Microsoft Office proficiency

Education

Bachelor’s degree (rising senior)

Tools

Microsoft Office Suite

Job description

Bessemer Trust is seeking a Client Advisory Intern to work alongside Wealth Advisory and Client Advisory professionals serving high-net-worth clients. You'll gain hands-on exposure to integrated wealth management, including investment management, wealth planning, tax and estate planning, client service, and new business development in our New York headquarters.

During the internship you will assist with reporting, portfolio analyses, client presentations, and collaboration across teams.