Wealth Advisory Intern: Client Strategy & Analytics

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

Job summary

Bessemer Trust Company, N.A. is offering a Client Advisory Intern position in the Chicago area.

The internship provides hands-on experience across wealth advisory and client advisory functions, with exposure to asset allocation, portfolio analysis, reporting, and client presentations. The program includes training on proprietary and licensed software, collaboration with specialists, and a capstone presentation to senior management.

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 a 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 the Wealth Advisory team with 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 across the firm to develop a thorough understanding of prospective clients’ portfolios, goals, and broader financial situations.
• Assist with the preparation of materials used in prospective client meetings and presentations.
• Participate in individual and group projects designed to provide exposure to Bessemer’s comprehensive approach to wealth management.
• Other responsibilities as assigned.
• Support Client Advisory teams in preparing for client meetings and responding to day-to-day client service needs.
• Assist with routine communications and service requests involving clients and their outside advisors.
• Perform cash management functions and assist with the processing of payments and other account activity.
• Prepare customized client reports, schedules, analyses, and presentation materials.
• Work with Investment, Tax, Estate Planning, and other specialists across the firm to support comprehensive advice for clients.
• Gain exposure to the management of complex, multigenerational wealth and the coordination required across a client’s broader advisory team.
• Assist the Client Advisory team with individual and group projects as needed.

Skills

Analytical skills

Strong communication

Attention to detail

Organizational skills

Team collaboration

Discretion with confidential info

Microsoft Office proficiency

Interest in financial services

Problem-solving

Education

Bachelor’s degree (rising senior)

Tools

Microsoft Office Suite

Job description

Bessemer Trust Company, N.A. is offering a Client Advisory Intern position in the Chicago area.

The internship provides hands-on experience across wealth advisory and client advisory functions, with exposure to asset allocation, portfolio analysis, reporting, and client presentations. The program includes training on proprietary and licensed software, collaboration with specialists, and a capstone presentation to senior management.