Wealth Advisory Intern: Client Portfolios & Analytics

Bessemer Trust Company of FL; Miami (FL); On-site; USD 55,000 - 62,000; Part time

Job summary

Bessemer Trust is seeking a Client Advisory Intern in Miami, FL to work with Wealth Advisory professionals serving high-net-worth clients. You will gain exposure to wealth management, including investment management, tax and estate planning, client service, and new business development.

The internship covers asset allocation modeling, portfolio analysis, cash management, reporting, and client presentations, culminating in a capstone presentation to senior management.

Qualifications

• Pursuing a Bachelor’s degree; rising senior required.
• Strong analytical and problem-solving skills.
• Excellent attention to detail.
• Intellectual curiosity and eagerness to learn.
• Effective written and verbal communication skills.
• Strong organizational skills and ability to manage multiple priorities.
• Collaborative mindset and ability to work well in a team.
• Discretion when handling confidential information.
• Proficiency in the Microsoft Office Suite.

Responsibilities

• Support Wealth Advisory with reporting, analysis, and presentations for prospective clients.
• Collaborate with the Quantitative Analysis group to provide portfolio analyses and models.
• Work with Investment, Tax, Estate Planning and other professionals to understand client portfolios and goals.
• Assist in preparing materials for prospective client meetings and presentations.
• Participate in projects to showcase the firm’s wealth management approach.
• Perform routine client service tasks and assist with account activity.

Skills

Analytical skills

Written and verbal communication

Attention to detail

Organizational skills

Team collaboration

Professional discretion

Education

Bachelor's degree in progress

Tools

Microsoft Office

Job description

Bessemer Trust is seeking a Client Advisory Intern in Miami, FL to work with Wealth Advisory professionals serving high-net-worth clients. You will gain exposure to wealth management, including investment management, tax and estate planning, client service, and new business development.

The internship covers asset allocation modeling, portfolio analysis, cash management, reporting, and client presentations, culminating in a capstone presentation to senior management.