Wealth Advisory Intern: Client Portfolio Analysis

bessemer; West Palm Beach (FL); On-site; USD 83,000 - 94,000; Full time

Benefits offered by this job

Mentorship program

Career development sessions

Networking with senior leaders

Job summary

Bessemer Trust invites a Client Advisory Intern to work with Wealth Advisory and Client Advisory teams, gaining exposure to integrated wealth-management services. You will assist in reporting, analyses, and client materials while learning from senior professionals across investment, tax, and estate planning.

The program emphasizes hands-on experience, capstone presentations, and training in proprietary tools, with mentorship and career-development sessions offered during the summer at our New

Qualifications

• In pursuit of a Bachelor's degree (rising senior required).
• Strong interest in financial services; exposure to Private Wealth Management, Investment Management, Investment Banking, or 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 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 preparing materials for prospective client meetings and presentations.
• Participate in projects to showcase Bessemer’s integrated wealth-management approach.
• Assist with other responsibilities as assigned.

Skills

Analytical skills

Attention to detail

Communication skills

Time management

Teamwork

Discretion

Professionalism

Curiosity/learning

Education

Bachelor's degree program (rising senior)

Tools

Microsoft Office Suite

Job description

Bessemer Trust invites a Client Advisory Intern to work with Wealth Advisory and Client Advisory teams, gaining exposure to integrated wealth-management services. You will assist in reporting, analyses, and client materials while learning from senior professionals across investment, tax, and estate planning.

The program emphasizes hands-on experience, capstone presentations, and training in proprietary tools, with mentorship and career-development sessions offered during the summer at our New