Wealth Advisory Intern: Client Strategy & Analytics

Bessemer Trust Company, N.A.; New York; Hybrid; USD 80,000 - 96,000; Part time

Job summary

Bessemer Trust, a leading private wealth manager, is seeking a Client Advisory Intern in New York. The role supports Wealth Advisory and Client Advisory teams serving high-net-worth clients and offers exposure to investment management, wealth planning, tax and estate planning, client service, and business development.

You will gain hands-on experience in asset allocation, portfolio analysis, client reporting, and preparing materials for meetings, while training on proprietary software and

Qualifications

• Pursuing a Bachelor’s degree with rising senior status.
• Interest in financial services and wealth management.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and communication skills.
• Ability to manage multiple priorities and work in a team.
• Proficiency in Microsoft Office.

Responsibilities

• Support Wealth Advisory reporting, analysis, and presentation requests.
• Provide portfolio analyses and models with the Quantitative Analysis group.
• Collaborate with Investment, Tax, Estate Planning to understand client portfolios.
• Prepare materials for prospective client meetings and presentations.
• Assist with projects to showcase Bessemer’s wealth-management approach.
• Support Client Advisory for client meetings and service needs.
• Assist with cash management and processing account activity.
• Prepare customized client reports and analyses.
• Work with specialists across the firm to advise clients.
• Gain exposure to multigenerational wealth management coordination.
• Assist with team projects as needed.

Skills

Analytical thinking

Problem-solving

Attention to detail

Written and verbal communication

Organizational skills

Team collaboration

Professionalism and discretion

Microsoft Office proficiency

Education

Bachelor’s degree, rising senior

Tools

Microsoft Office Suite

Job description

Bessemer Trust, a leading private wealth manager, is seeking a Client Advisory Intern in New York. The role supports Wealth Advisory and Client Advisory teams serving high-net-worth clients and offers exposure to investment management, wealth planning, tax and estate planning, client service, and business development.

You will gain hands-on experience in asset allocation, portfolio analysis, client reporting, and preparing materials for meetings, while training on proprietary software and