Wealth Advisory Intern: Portfolio & Client Strategy

bessemer; Greenwich (CT); On-site; USD 55,000 - 62,000; Part time

Job summary

Bessemer Trust invites a Client Advisory Intern to work with Wealth Advisory and Client Advisory professionals serving high-net-worth clients. You will gain hands-on exposure to investment management, wealth planning, tax planning, client service, and new business development.

The internship covers asset allocation, portfolio analysis, tax transitions, and client presentations, culminating in a capstone presentation to senior management.

Qualifications

• Pursuing a Bachelor’s degree with rising senior status.
• Interest in financial services; exposure to wealth management preferred.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and organizational abilities.
• Strong written and verbal communication skills.
• Collaborative mindset and ability to work in a team.
• Professionalism and discretion with confidential information.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Support Wealth Advisory reporting, analysis, and presentation requests for prospective clients.
• Collaborate with Quantitative Analysis to provide portfolio analyses and models.
• Work with Investment, Tax, Estate Planning teams to understand clients’ portfolios and goals.
• Prepare materials for prospective client meetings and presentations.
• Assist with individual and group projects to expose you to wealth management.
• Support Client Advisory teams with client meetings and service needs.
• Process cash management and routine account activity.
• Prepare customized client reports and analyses.

Skills

Financial services interest

Analytical skills

Attention to detail

Communication skills

Organizational skills

Team collaboration

Discretion with confidential info

Education

Bachelor’s degree (rising senior)

Tools

Microsoft Office Suite

Job description

Bessemer Trust invites a Client Advisory Intern to work with Wealth Advisory and Client Advisory professionals serving high-net-worth clients. You will gain hands-on exposure to investment management, wealth planning, tax planning, client service, and new business development.

The internship covers asset allocation, portfolio analysis, tax transitions, and client presentations, culminating in a capstone presentation to senior management.