Wealth Management Internship - Summer 2027

Whittier Trust Company; Reno (NV, KY); On-site; USD 25,000 - 30,000; Full time

Job summary

Whittier Trust invites dedicated finance/economics students for a 10-week Summer Internship across multiple California offices and Reno, NV. You will assist Client Advisors, generate cash flow analyses and bespoke reports, and support Portfolio Managers using Addepar, Bloomberg, FactSet and Excel.

The program emphasizes learning in a collaborative, client-focused environment. Priority will be given to students graduating in 2027 and 2028, with strong academic credentials and Excel skills.

Qualifications

• Excellent academic credentials
• Progress towards Bachelor’s Degree - finance or economics preferred but NOT essential
• Quantitative and analytical skills
• Intellectual curiosity
• 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
• Basic administrative tasks on behalf of the Client Advisory team including presentation creation and book binding
• Ad hoc tasks for Client Advisors as directed
• Financial model building and updating, market research, and company research
• Researching, creating and generating custom reports for Portfolio Managers to monitor accounts using Addepar, Bloomberg, FactSet and Excel
• Assisting with collecting, synthesizing and organizing equity, fixed income, and economic research data
• Maintaining and ensuring accuracy of financial models
• Analyzing earnings conference calls to Analysts to assist in evaluating recent company performance and disseminating information to internal departments as applicable
• Providing research using Bloomberg, FactSet, and other data providers to create reports and graphs for client presentations as directed
• Assisting in analyzing portfolios to ensure they reflect Whittier Trust sector and security outlook
• Maintaining and tracking composite performance
• Assisting in some administrative tasks in relation to supporting the Portfolio Manager including, presentation creation, printing and binding
• Researching, writing and presenting major project to Investment and wider WTC team

Skills

Quantitative skills

Analytical thinking

Advanced Excel

Microsoft Office

Strong communication

Client service interest

Education

Bachelor’s degree (finance or economics) in progress

Tools

Salesforce

Addepar

Bloomberg

FactSet

Excel

Job description

Whittier Trust invites dedicated finance/economics students for a 10-week Summer Internship across multiple California offices and Reno, NV. You will assist Client Advisors, generate cash flow analyses and bespoke reports, and support Portfolio Managers using Addepar, Bloomberg, FactSet and Excel.

The program emphasizes learning in a collaborative, client-focused environment. Priority will be given to students graduating in 2027 and 2028, with strong academic credentials and Excel skills.