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Internship

2025 Wealth Management Summer Analyst Program - New York

🚀 Summer Internship

New York

AI generated summary

  • The candidate must have an expected graduation date between December 2025 and June 2026, a minimum 3.5 GPA, basic knowledge and interest in finance, strong analytical skills, ability to multi-task, a positive team player attitude, and strong oral and written communication skills. Legal authorization to work in the US without sponsorship for employment visa status is required.
  • The candidate will collaborate with their team and larger division in a variety of wealth management disciplines to create tailored solutions for clients.

Summer Internship

Banking & FinanceNew York

Description

  • The Wealth Management training program consists of a curriculum designed to equip Summer Analysts with the fundamental skills they need in order to be successful in Wealth Management. The Program is one week long and includes a Firmwide orientation, business overviews, professional development, technical training and networking events. Senior and peer speaker series are also a part of the overall training and are run throughout the duration of the Program

Requirements

  • You are pursuing an undergraduate degree with an expected graduation date between December 2025 and June 2026.
  • Minimum 3.5 GPA.
  • You have basic knowledge and a keen interest in finance.
  • You are analytical, results-driven, able to multi-task, and a team player with a positive attitude.
  • You possess strong oral and written communication skills.
  • To qualify, applicants must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.

Education requirements

Currently Studying
Undergraduate

Area of Responsibilities

Banking & Finance

Responsibilities

  • Responsibilities vary according to the Home Office group you are placed in. You will collaborate with your team and larger division to create tailored, custom solutions for our clients.
  • Potential Wealth Management Home Office roles cover a wide range of disciplines and may include but are not limited to:
  • Product development and management
  • Investment research and due diligence
  • Analytics & Data
  • Field services
  • Financial Wellness
  • Marketing
  • Business Development
  • Strategy
  • Portfolio Construction
  • Sales Engagement
  • Digital Strategy

Details

Work type

Full time

Work mode

office

Location

New York