Wealth Advisory Intern: Portfolio Analysis & Client Service

bessemer; Chicago (IL); On-site; USD 55,000 - 62,000; Full time

Benefits offered by this job

Coaching & guidance from supervisor

Career development sessions

Networking with interns

Job summary

The Client Advisory Intern at Bessemer Trust will work with Wealth Advisory and Client Advisory professionals serving high-net-worth clients, gaining exposure to integrated wealth management services including investment management, planning, tax and estate planning, and client service.

During the internship, you will engage in asset allocation modeling, portfolio and fixed income analyses, tax transition reviews, client communication, cash management, reporting, and presentation development,

Qualifications

• Pursuing a Bachelor's degree with rising senior status.
• Interest in financial services and exposure to Private Wealth Management or Investment Management preferred.
• Strong analytical, problem-solving, and communication skills.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Support reporting, analysis, and presentation requests for prospective clients.
• Provide portfolio analyses and models to the Wealth Advisory team.
• Collaborate with Investment, Tax, Estate Planning to understand client portfolios.
• Prepare materials for prospective client meetings and presentations.
• Participate in projects showcasing the firm's wealth management approach.
• Assist with client meetings and day-to-day service needs.
• Handle routine communications with clients and outside advisors.
• Perform cash management tasks and process payments.
• Prepare customized client reports and analyses.
• Support comprehensive advice across the advisory team.

Skills

Analytical skills

Problem-solving

Attention to detail

Written and verbal communication

Organization

Team collaboration

Discretion with confidential info

Education

Bachelor's degree candidate (rising senior)

Tools

Microsoft Office Suite

Excel

Proprietary research tools

Job description

The Client Advisory Intern at Bessemer Trust will work with Wealth Advisory and Client Advisory professionals serving high-net-worth clients, gaining exposure to integrated wealth management services including investment management, planning, tax and estate planning, and client service.

During the internship, you will engage in asset allocation modeling, portfolio and fixed income analyses, tax transition reviews, client communication, cash management, reporting, and presentation development,