Wealth Management Investment Analyst Intern - Summer 2027 (Lancaster Office)

RKL Wealth Mgmt LLC; Lancaster (Lancaster County); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Health benefits

401(k) with employer match

Paid time off

Job summary

RKL Wealth Mgmt LLC in Pennsylvania is seeking a student pursuing a degree in Finance or related field to join our Wealth Management team as an internship/entry role. You will gain exposure to investment strategies, conduct research, and support portfolio reviews.

You will collaborate with Investment Analysts and Wealth Advisors on portfolio-related tasks, and participate in development workshops and community outreach. A strong academic record is expected.

Qualifications

• Pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Management or related field.
• Minimum GPA of 3.0.
• Desire to pursue a career within wealth management.
• Excellent communication and analytical skills required.
• Strong technical skills with the ability to problem-solve in a fast-paced environment.

Responsibilities

• Gain exposure to a variety of investment strategies and wealth management solutions.
• Support investment research and analysis across asset classes, investment strategies, managers, funds, and individual securities.
• Assist with reviewing client portfolios, asset allocations, investment objectives, risk profiles, and performance.
• Help prepare investment reports, portfolio analyses, and materials for internal and client meetings.
• Conduct market and economic research to support the team’s investment decision making.
• Collaborate with Investment Analysts and Wealth Advisors on portfolio related assignments and special projects.
• Work with team leadership to identify opportunities to improve investment processes and operating efficiencies.
• Build relationships with peers and team members at all levels of the organization.
• Participate in team building exercises, community outreach activities, and continuous learning and leadership development workshops.

Skills

Excellent organization

Multi-tasking

Verbal and written communication

Analytical skills

Autonomous under pressure

Education

Bachelor’s or Master’s in Finance/related field

Job description

Success Factors Responsibilities

• Gain exposure to a variety of investment strategies and wealth management solutions.
• Support investment research and analysis across asset classes, investment strategies, managers, funds, and individual securities.
• Assist with reviewing client portfolios, asset allocations, investment objectives, risk profiles, and performance.
• Help prepare investment reports, portfolio analyses, and materials for internal and client meetings.
• Conduct market and economic research to support the team’s investment decision making.
• Collaborate with Investment Analysts and Wealth Advisors on portfolio related assignments and special projects.
• Work with team leadership to identify opportunities to improve investment processes and operating efficiencies.
• Build relationships with peers and team members at all levels of the organization.
• Participate in team building exercises, community outreach activities, and continuous learning and leadership development workshops.

People Management/Relationships

• Take initiative to be a team player (seeks out opportunities to help others)
• Treat everyone with respect
• Develop loyalty and trust with the team
• Successfully adapt to different personalities and working styles
• Proactively and effectively communicate information regarding status issues to team members
• Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions

Required Skills

• Excellent organization skills and strong attention to detail
• Multi-tasker with the ability to prioritize work accordingly
• Excellent verbal and written communication skills
• Strong analytical and interpersonal skills
• Ability to work autonomously under the pressure of tight deadlines and multiple priorities

Education, Experience and Certifications

• Currently pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Management and/or related field
• Minimum GPA of 3.0
• Desire to pursue a career within wealth management
• Excellent communication and analytical skills required
• Strong technical skills with the ability to problem-solve in a fast-paced environment

Essential Functions

• Must be able to remain in a stationary position as needed
• The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Ability to communicate in a professional manner and exchange information with internal and external actors as needed
• Ability to lift/carry up to 20 pounds
• Ability to work outside of normal business hours and weekends as needed
• Ability to travel to local and non-local clients as needed, overnight travel may be required

Salary Range: What makes RKL a dynamic professional services leader and an employer of choice in Pennsylvania? A focus on people, whether that’s earning the trust and respect of our clients, growing as people and professionals, serving our communities or forming bonds with colleagues. Our people are the best of us and they fuel RKL’s continued growth and success. Fostering a workplace culture that fulfills our team members both personally and professionally is central to the RKL mission. That’s why we offer robust learning and development, diverse career paths and experiences, abundant community service opportunities and social, team-building activities.

Benefits You’ll Receive

• RKL promotes a recognized culture of health and offers an extensive array of benefits to meet individual lifestyles, including but not limited to medical/dental/vision insurance, life insurance, flexible spending accounts for medical and dependent day care expenses and short‑term/long‑term disability.
• You’ll also receive competitive paid time off to pursue your interests or rest and recharge, and a 401(k) with employer match and profit‑sharing to invest in your future.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

It is RKL’s policy to make reasonable accommodation for qualified individuals with disabilities.