Wealth Advisory Intern: Client & Portfolio Support

Bessemer Trust Company, N.A.; Boston (MA); On-site; USD 55,000 - 62,000; Part time

Job summary

Bessemer Trust invites motivated students to join its Client Advisory Internship in Boston. Work alongside Wealth Advisory and Client Advisory teams to gain hands-on experience in asset allocation modeling, portfolio analysis, and client presentations.

You'll be trained on proprietary software and contribute to multi-disciplinary client service across wealth management disciplines. The internship emphasizes real-world learning, capstone projects for senior management, and collaboration with

Qualifications

• Pursuing a bachelor’s degree; rising senior required.
• Interest in financial services and private wealth management preferred.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and organizational abilities.
• Effective written and verbal communication skills; professional demeanor.

Responsibilities

• Support Wealth Advisory with reporting, analysis, and presentations for prospective clients.
• Work with Quantitative Analysis to provide portfolio analyses and models.
• Collaborate with Investment, Tax, Estate Planning and other professionals to understand client portfolios and goals.
• Assist with preparation of materials for prospective client meetings and presentations.
• Participate in projects across the firm to showcase comprehensive wealth-management approaches.
• Perform routine duties and support client advisory team as needed.
• Assist with cash management and processing of payments and activities.

Skills

Analytical skills

Problem solving

Attention to detail

Written communication

Verbal communication

Organizational skills

Team collaboration

Discretion

Education

Bachelor’s degree in progress

Tools

Microsoft Office Suite

Job description

Bessemer Trust invites motivated students to join its Client Advisory Internship in Boston. Work alongside Wealth Advisory and Client Advisory teams to gain hands-on experience in asset allocation modeling, portfolio analysis, and client presentations.

You'll be trained on proprietary software and contribute to multi-disciplinary client service across wealth management disciplines. The internship emphasizes real-world learning, capstone projects for senior management, and collaboration with