Wealth & Asset Mgmt Summer Intern — NYC Hybrid

Dow Jones; New York (NY); Ibrido; USD 33.000 - 44.000; Tempo pieno

Descrizione del lavoro

Dow Jones is offering a Summer 2027 internship in New York City with Barron’s Wealth & Asset Management. The role involves research, attendee data management for Advisor Summits, and outreach to invitees.

You’ll work with internal databases, assist with inquiries, and help coordinate Continuing Education Credit processes. You will report to the Managing Director and participate in a hybrid environment that emphasizes mentorship, professional development, and client-facing support.

Competenze

• Completed at least two years towards your Bachelor’s Degree.
• Proficiency in Excel (can perform complex functions) or Google Sheets.
• Familiarity with financial data.
• Dynamic and engaging demeanor and the ability to gain expertise and earn trust with our clients.
• Organizational skills and attention to detail.
• Ability to manage multiple tasks and deadlines.
• Interest in finance, computer science, business administration, wealth management.

Mansioni

• Assist with research projects related to the wealth management industry.
• Support compiling invitation lists from Advisor Database for Advisor Summits.
• Update database of attendees to clean up duplicates and outdated information.
• Remove outdated reports and videos from database.
• Personal outreach to summit invitees (via phone or email).
• Help answer conference inquiries (website, email and phone) and filter to the correct department.
• Provide information and support to attendees as it relates to Advisor Summits, Regional events, and Advisor Rankings.
• Help with communications to conference speakers.
• Help maintain data for conference speakers and content submissions.
• Update the accuracy of conference content in internal databases, websites, and printed materials.
• Support and organize the Continuing Education Credit application process.
• Work in systems to manage projects, including FileMaker and Cvent.

Conoscenze

Excel

Financial data

Client relations

Formazione

Two years of undergraduate study

Strumenti

FileMaker

Cvent

Google Sheets

Descrizione del lavoro

Dow Jones is offering a Summer 2027 internship in New York City with Barron’s Wealth & Asset Management. The role involves research, attendee data management for Advisor Summits, and outreach to invitees.

You’ll work with internal databases, assist with inquiries, and help coordinate Continuing Education Credit processes. You will report to the Managing Director and participate in a hybrid environment that emphasizes mentorship, professional development, and client-facing support.