Wealth Advisory Intern: Portfolio & Client Support

bessemer; New York (NY); On-site; USD 55,000 - 62,000; Full time

Benefits offered by this job

Hourly pay $40-$45

Job summary

Bessemer Trust's Client Advisory Internship offers hands-on experience alongside Wealth Advisory professionals serving high-net-worth clients. You will gain exposure to investment management, wealth planning, tax and estate planning, client service, and new business development during the program.

The internship will provide hands-on experience in asset allocation modeling, portfolio analyses, tax transition portfolios, client communication, cash management, reporting, and client presentations.

Qualifications

• Pursuing a Bachelor’s degree with rising senior status.
• Strong interest in financial services, with exposure to wealth management line of business preferred.
• Demonstrated analytical and problem-solving abilities.
• Excellent attention to detail and organizational skills.
• Excellent written and verbal communication abilities.
• Comfort with multitasking and meeting deadlines.
• Collaborative mindset and ability to work in a team.
• Discretion when handling confidential information.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Support Wealth Advisory teams with reporting, analyses, and presentation requests for prospective clients.
• Collaborate with Quantitative Analysis to provide portfolio analyses and proprietary models.
• Work with Investment, Tax, Estate Planning, and other professionals to understand client portfolios and goals.
• Assist in preparing materials for prospective client meetings and presentations.
• Participate in projects to showcase Bessemer’s integrated wealth management approach.
• Handle other responsibilities as assigned.
• Support Client Advisory teams for client meetings and day-to-day service needs.
• Assist with routine communications and service requests involving clients and outside advisors.
• Perform cash management tasks and assist with processing payments and account activity.
• Prepare customized client reports, schedules, analyses, and presentations.
• Collaborate with specialists to provide comprehensive client advice.
• Gain exposure to multigenerational wealth management and coordination across advisory teams.
• Assist Client Advisory team with individual and group projects as needed.

Skills

Financial services interest

Analytical thinking

Attention to detail

Curiosity & learning

Written and verbal communication

Organization & prioritization

Team collaboration

Professional discretion

Microsoft Office proficiency

Education

Bachelor’s degree (rising senior)

Job description

Bessemer Trust's Client Advisory Internship offers hands-on experience alongside Wealth Advisory professionals serving high-net-worth clients. You will gain exposure to investment management, wealth planning, tax and estate planning, client service, and new business development during the program.

The internship will provide hands-on experience in asset allocation modeling, portfolio analyses, tax transition portfolios, client communication, cash management, reporting, and client presentations.