Wealth Advisory Intern: Client Insights & Analytics

bessemer; Washington (District of Columbia); On-site; USD 55,000 - 62,000; Full time

Job summary

Bessemer Trust is seeking a Client Advisory Intern to work with Wealth Advisory professionals serving high-net-worth families. You'll gain exposure to investment management, wealth planning, tax and estate planning, client service, and new business development during the internship.

The program provides hands-on experience in asset allocation modeling, portfolio analysis, tax transition analysis, client communication, cash management, reporting, and client and prospective client presentations,

Qualifications

• In pursuit of a Bachelor’s degree (rising senior required).
• 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 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 portfolios, goals, and broader financial situations.
• Assist with the preparation of materials used in prospective client meetings and presentations.
• Participate in individual and group projects designed to provide exposure to Bessemer’s comprehensive approach to wealth management.
• Other responsibilities as assigned.
• Gain exposure to multigenerational wealth management and cross-team coordination.

Skills

Analytical skills

Problem-solving

Attention to detail

Written and verbal communication

Organizational skills

Team collaboration

Discretion

MS Office

Education

Bachelor’s degree (rising senior)

Tools

Microsoft Office Suite

Job description

Bessemer Trust is seeking a Client Advisory Intern to work with Wealth Advisory professionals serving high-net-worth families. You'll gain exposure to investment management, wealth planning, tax and estate planning, client service, and new business development during the internship.

The program provides hands-on experience in asset allocation modeling, portfolio analysis, tax transition analysis, client communication, cash management, reporting, and client and prospective client presentations,