Wealth Management Intern: Finance, Research & Reports

Whittier Trust Company; Seattle (WA); On-site; USD 16,000 - 21,000; Part time

Job summary

Whittier Trust invites motivated undergraduates for a 10-week Summer Internship (2027) across our Seattle and west coast offices. You will support Client Advisors with daily account management, prepare cash flow analyses and balance sheets, and help organize client information in Salesforce.

Expect hands-on research using Bloomberg, Excel, Addepar, and FactSet, with opportunities to participate in client events.

Qualifications

• Excellent academic credentials.
• Progress towards Bachelor’s Degree - finance or economics preferred but NOT essential.
• Quantitative and analytical skills.
• Emotional intelligence and maturity.
• Demonstrated strong interest in the wealth management industry.
• Advanced computer skills across all Microsoft Office programs.
• Advanced Excel skills.
• Very strong verbal and written communication skills.
• Extra-curricular activities outside of school.

Responsibilities

• Assisting Client Advisors with daily account management.
• Creating custom reports such as cash flow analyses and balance sheets.
• Assisting with organizing and streamlining client and business development information on Salesforce.
• Assisting and attending client events.
• Researching industry related topics and presenting where applicable.
• Administrative tasks on behalf of the Client Advisory team including presentation creation.
• Ad hoc tasks for Client Advisors as directed.
• Financial model building and updating, market research, and company research.
• Creating reports for Portfolio Managers to monitor accounts using Addepar, Bloomberg, FactSet and Excel.
• Assisting with collecting, synthesizing and organizing data.
• Maintaining and ensuring accuracy of financial models.
• Analyzing earnings calls to Analysts and disseminating information.
• Providing research using Bloomberg, FactSet, and other data providers to create reports and graphs.
• Assisting in analyzing portfolios to reflect Whittier Trust outlook.
• Maintaining and tracking composite performance.
• Assisting in administrative tasks supporting the Portfolio Manager.
• Researching, writing and presenting major project to Investment and WTC team.

Skills

Quantitative skills

Analytical skills

Microsoft Excel

Communication skills

Teamwork

Education

Bachelor’s degree in progress (finance or economics preferred)

Pursuing bachelor’s degree

Tools

Salesforce

Addepar

Bloomberg

Microsoft Excel

Job description

Whittier Trust invites motivated undergraduates for a 10-week Summer Internship (2027) across our Seattle and west coast offices. You will support Client Advisors with daily account management, prepare cash flow analyses and balance sheets, and help organize client information in Salesforce.

Expect hands-on research using Bloomberg, Excel, Addepar, and FactSet, with opportunities to participate in client events.