Wealth Advisory Intern: Client Strategy & Analysis

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

Job summary

Bessemer Trust in Washington, DC, seeks a Client Advisory Intern to work with Wealth Advisory professionals, gaining exposure to investment management, planning, tax and client service. The internship covers asset allocation modeling, portfolio analysis, tax transitions, and client communications, culminating in a capstone presentation to senior management.

You will also be trained in using proprietary and licensed software and databases as part of hands-on experience across components of wealth

Qualifications

• Pursuing a Bachelor's degree; rising senior required.
• Strong interest in financial services; PM/wealth fields preferred.
• Strong analytical and problem-solving skills.
• Excellent attention to detail.
• Excellent written and verbal communication.
• Strong organizational skills; ability to manage multiple priorities.
• Collaborative team player; professionalism with confidential information.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Support Wealth Advisory with reporting, analysis, and presentation requests for prospective clients.
• Work with Quantitative Analysis to provide portfolio analyses and models.
• Collaborate across Investment, Tax, Estate Planning to understand client portfolios and goals.
• Assist in preparing materials for prospective client meetings and presentations.
• Participate in projects illustrating Bessemer’s wealth-management approach.
• Other responsibilities as assigned.

Skills

Analytical skills

Problem-solving

Attention to detail

Communication skills

Organization

Teamwork

Discretion

Microsoft Office

Education

Bachelor's degree in progress

Job description

Bessemer Trust in Washington, DC, seeks a Client Advisory Intern to work with Wealth Advisory professionals, gaining exposure to investment management, planning, tax and client service. The internship covers asset allocation modeling, portfolio analysis, tax transitions, and client communications, culminating in a capstone presentation to senior management.

You will also be trained in using proprietary and licensed software and databases as part of hands-on experience across components of wealth