Wealth Management & Accounting Internship

The Milwaukee Company; Thiensville (WI); On-site; USD 28,000 - 40,000; Full time

Job summary

The Milwaukee Company in Thiensville, Wisconsin is offering an Accounting & Wealth Management Internship for a college student expected to graduate with a bachelor’s degree in finance or accounting between December 2027 and May 2028.

The intern will support firm accounting and operations, assist with investment research, portfolio analysis, client reporting, and financial planning, gaining hands-on experience in a wealth management environment.

Qualifications

• Pursuing a degree in accounting or finance.
• Strong interest in corporate accounting, investments, financial markets, and wealth management.
• Comfort working with numbers and routine financial tasks.
• Self-directed, detail-oriented, and able to work independently.
• Initiative, curiosity, and a willingness to learn.
• High ethical standards and professionalism.

Responsibilities

• Firm Accounting & Operations — work with the Office Manager on bookkeeping, account reconciliation, financial reporting, expense management, budgeting, accounts payable and other aspects of TMC's own financial operations.
• Wealth Management — work with members of the portfolio management and Family Office Services teams on investment research, portfolio analysis, client reporting, financial planning or other projects.

Skills

Numerical skills

Detail-oriented

Independent work

Initiative

Ethical standards

Education

Accounting or Finance degree

Job description

The Milwaukee Company in Thiensville, Wisconsin is offering an Accounting & Wealth Management Internship for a college student expected to graduate with a bachelor’s degree in finance or accounting between December 2027 and May 2028.

The intern will support firm accounting and operations, assist with investment research, portfolio analysis, client reporting, and financial planning, gaining hands-on experience in a wealth management environment.