Wealth Advisory Intern: Portfolio Analysis & Client Support

Bessemer Trust; Miami (FL); On-site; USD 55,000 - 62,000; Full time

Job summary

Bessemer Trust offers a Client Advisory Intern role designed to support both Wealth Advisory and Client Advisory teams. Interns gain hands-on experience in portfolio analysis, cash management, and client reporting while collaborating with tax, estate planning, and investment professionals.

The program emphasizes real-world learning, access to proprietary tools, and exposure to multigenerational wealth management.

Qualifications

• Pursuing a bachelor’s degree with rising senior status.
• Strong interest in financial services and wealth management.
• Excellent attention to detail and problem-solving ability.
• Effective written and verbal communicator with strong organizational skills.
• Professionalism and discretion when handling confidential information.

Responsibilities

• Support Wealth Advisory with reporting, analysis, and presentations for prospective clients.
• Collaborate with Quantitative Analysis for portfolio analyses and models.
• Assist with materials for prospective client meetings and presentations.
• Work with Investment, Tax, Estate Planning, and other professionals to understand client portfolios and goals.
• Gain exposure to multigenerational wealth management and cross-team coordination.
• Assist with individual and group projects as needed.

Skills

Analytical skills

Problem-solving

Written and verbal communication

Organizational skills

Team collaboration

Discretion with confidential info

Learning mindset

Education

Bachelor’s degree (rising senior)

Tools

Microsoft Office

Job description

Bessemer Trust offers a Client Advisory Intern role designed to support both Wealth Advisory and Client Advisory teams. Interns gain hands-on experience in portfolio analysis, cash management, and client reporting while collaborating with tax, estate planning, and investment professionals.

The program emphasizes real-world learning, access to proprietary tools, and exposure to multigenerational wealth management.