Wealth Advisory Intern: Client Strategy & Analysis

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

Job summary

Bessemer Trust invites a Client Advisory Intern to work with Wealth Advisory and Client Advisory professionals serving high-net-worth clients. The internship covers wealth management, investment analysis, tax planning, and client service, culminating in a capstone presentation to senior management.

You will learn to prepare materials for meetings and develop a deep understanding of a comprehensive advisory approach.

Qualifications

• Pursuing a Bachelor’s degree with rising senior status.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite.
• Attention to detail and organizational skills.
• Collaborative mindset and ability to work in a team.

Responsibilities

• Support Wealth Advisory team with reporting, analysis, and presentation requests.
• Provide portfolio analyses and models with the Quantitative Analysis group.
• Collaborate with Investment, Tax, Estate Planning, and other professionals to understand client portfolios.

Skills

Bachelor’s degree

Analytical skills

Communication skills

MS Office

Attention to detail

Team player

Education

Bachelor’s degree (rising senior)

Tools

Microsoft Office Suite

Job description

Bessemer Trust invites a Client Advisory Intern to work with Wealth Advisory and Client Advisory professionals serving high-net-worth clients. The internship covers wealth management, investment analysis, tax planning, and client service, culminating in a capstone presentation to senior management.

You will learn to prepare materials for meetings and develop a deep understanding of a comprehensive advisory approach.