Wealth Management Internship 2027 – Finance and Analytics

Whittier Trust Company; San Francisco (CA); On-site; USD 18,000 - 36,000; Full time

Job summary

Whittier Trust, a West Coast-based private family office, offers a 10-week Summer Internship in 2027 across Pasadena, OC, West LA, San Francisco, San Diego and other offices. The program seeks students graduating in 2027/2028 with strong finance or economics interest and excellent academic credentials.

Ideal candidates will have advanced Excel and MS Office skills, quantitative acumen, and a client-service orientation.

Qualifications

• Strong academic performance and coursework.
• Pursuing a Bachelor's degree in finance or economics.
• Strong quantitative and analytical abilities.
• Excellent communication, both written and verbal.
• Demonstrated interest in wealth management.
• Advanced skills in Microsoft Office and Excel.
• Commitment to internship duration and start date.
• Must be authorized to work in the United States.

Responsibilities

• Assist Client Advisors with daily account management.
• Create custom reports such as cash flow analyses and balance sheets.
• Assist with organizing client and business development information on Salesforce.
• Attend client events and support Investment team activities.
• Research industry topics and present findings when applicable.
• Handle basic administrative tasks for the Client Advisory team.
• Build and update financial models and conduct market/company research.
• Generate reports and graphs for client presentations using Bloomberg, FactSet and Excel.
• Support portfolio analysis and performance tracking.

Skills

Quantitative analysis

Analytical skills

Advanced Excel skills

Verbal and written communication

Emotional intelligence

Interest in wealth management

Extra-curricular activities

Microsoft Office proficiency

Education

Pursuing Bachelor's degree in finance or economics

Tools

Microsoft Office

Job description

Whittier Trust, a West Coast-based private family office, offers a 10-week Summer Internship in 2027 across Pasadena, OC, West LA, San Francisco, San Diego and other offices. The program seeks students graduating in 2027/2028 with strong finance or economics interest and excellent academic credentials.

Ideal candidates will have advanced Excel and MS Office skills, quantitative acumen, and a client-service orientation.