Wealth Management Internship — NYC Summer

AlTi Tiedemann Global; Manhasset (NY); Presencial; USD 41.000 - 58.000; A tiempo parcial

Descripción de la vacante

AlTi Tiedemann Global in New York offers a 10-week Wealth Management Internship for rising seniors in Finance, Economics, Business, or Accounting. You will rotate through Investment Management, Trust & Estate Planning, and Client Service while learning Addepar, Salesforce, and other wealth-management tools.

The program emphasizes hands-on training, project work, and final Capstone presentations, with mentorship and career development discussions and a potential path to future Associate Advisor

Formación

• Rising seniors pursuing a degree in Finance, Economics, Business, Accounting, or related field.
• Strong analytical skills, intellectual curiosity, and attention to detail.
• Excellent written and verbal communication skills.
• Team-oriented with a professional and proactive mindset.

Responsabilidades

• Participate in structured training and shadowing within the Client Advisory Team.
• Learn to use core wealth management tools and platforms (Addepar, Salesforce, Portfolio Rebalancing, Monte Carlo modeling).
• Support advisors in preparing client reports, proposals, and investment policy statements.
• Contribute to projects across firm teams, including learning the firm’s investment research philosophy and due diligence process.
• Gaining exposure to Trust & Estate planning and governance frameworks.
• Observing how the firm supports clients and Foundations with grantmaking, financial tracking, and cash flow management.
• Assisting in reviewing and updating RFPs, marketing decks, and other business development materials.
• Engaging in discussions around family values, legacy, financial education, and philanthropy.

Conocimientos

Analytical skills

Attention to detail

Written and verbal communication

Team-oriented

Educación

Finance/Economics/Business/Accounting

Herramientas

Addepar

Salesforce

Portfolio Rebalancing

Monte Carlo modeling

Descripción del empleo

AlTi Tiedemann Global in New York offers a 10-week Wealth Management Internship for rising seniors in Finance, Economics, Business, or Accounting. You will rotate through Investment Management, Trust & Estate Planning, and Client Service while learning Addepar, Salesforce, and other wealth-management tools.

The program emphasizes hands-on training, project work, and final Capstone presentations, with mentorship and career development discussions and a potential path to future Associate Advisor