Logo of Huzzle

Home

Matches

Explore

Manage

Channel Management Wealth Summer Intern (Early Careers)

image

S&P Global

4d ago

  • Internship
    Full-time
    Summer Internship
  • Research & Development
    Banking & Finance
  • Chicago

AI generated summary

  • You must have a bachelor's degree by May 2026, interest in markets, excellent communication skills, Excel and PowerPoint proficiency, and the ability to manage projects and collaborate effectively.
  • You will assist in building advisor relationships, analyze distribution models, support client outreach, manage meeting schedules, resolve queries, and create presentation materials.

Requirements

  • A bachelor’s degree completed no later than May 2026
  • Demonstrates interest in math, equity, and fixed income market and investments
  • Manages own work with some supervision and strives for excellence.
  • Exceptional communications skills.
  • Ability to communicate complex ideas effectively verbally and in writing.
  • Ability to collaborate exceptionally across teams and at all levels in an organization.
  • Ability to balance daily duties and larger scale projects.
  • Advanced knowledge of Excel and PowerPoint.
  • This role is limited to persons with indefinite right to work in the United States.

Responsibilities

  • This role will assist the FA Channel team in building and maintaining relationships with financial advisors and ETF issuer sales teams.
  • You will gain an understanding of the distribution business model of our licensed partners, the index tracking product landscape and how advisors make investment portfolio decisions aligned to risk tolerance and to client goals.
  • You will enable team success by performing analysis, scheduling meetings and calls in close working relationships with global territory representatives and contributing to projects.
  • Support with client outreach alongside ETF sponsor partners.
  • Collaborate on reporting and creating actionable intelligence for managers, key internal stakeholders, and clients.
  • Learn Salesforce and enters meeting / call notes.
  • Resolve advisor and ETF sales consultant queries for content, data, and analysis.
  • Assist in planning, coordination with ETF sponsor partners and follow up for key client travel, presentations and meetings.
  • Assist in creation, delivery and updates of internal strategy and external client presentation decks.

FAQs

What is the duration of the internship?

The internship will run from June 2nd to August 8th.

What is the anticipated hourly wage for this internship position?

The anticipated hourly wage for this position is between $25 to $30, depending on the individual’s geographic location and experience level.

What educational qualification is required for this internship?

A bachelor’s degree must be completed no later than May 2026.

Is prior experience in the financial sector necessary for this role?

While prior experience is not explicitly required, a demonstrated interest in math, equity, and fixed income markets and investments is expected.

What are the main responsibilities of the Channel Management Wealth Summer Intern?

Responsibilities include assisting in building and maintaining relationships with financial advisors, performing analysis, scheduling meetings, supporting client outreach, collaborating on reporting, and assisting with presentations and travel coordination.

Will interns receive training or development opportunities?

Yes, the internship program offers personalized learning opportunities and networking to help you grow and develop your skills.

Does this internship require knowledge of specific software?

Yes, an advanced knowledge of Excel and PowerPoint is required, and you will also learn to use Salesforce.

What are the core values of S&P Global?

The core values of S&P Global are Integrity, Discovery, and Partnership.

What kind of work environment can interns expect?

Interns can expect to work collaboratively with various teams and at all levels of the organization, contributing to high-impact projects while developing their overall skills.

Is this position open to candidates without a permanent right to work in the United States?

No, this role is limited to persons with an indefinite right to work in the United States.

What benefits does S&P Global provide to its employees?

S&P Global offers a range of benefits including health care coverage, generous time off, continuous learning resources, competitive pay, retirement planning, and family-friendly perks.

How does S&P Global view diversity and inclusion?

S&P Global believes diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation, and they are committed to ensuring that their workforce reflects the communities they serve.

image

S&P Global

Finance
Industry
10,001+
Employees

Mission & Purpose

S&P Global (NYSE: SPGI) provides essential intelligence. We enable governments, businesses and individuals with the right data, expertise and connected technology so that they can make decisions with conviction. From helping our customers assess new investments to guiding them through sustainability and energy transition across supply chains, we unlock new opportunities, solve challenges and accelerate progress for the world. We are widely sought after by many of the world’s leading organizations to provide credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help the world’s leading organizations plan for tomorrow, today. For more information, visit www.spglobal.com. Our divisions include: – S&P Global Market Intelligence partners with customers to broaden their perspective and operate with confidence by bringing them leading data sources and technologies that embed insight in their daily work. – S&P Global Ratings offers critical insights for credit, risk and sustainable finance solutions that are essential to translating complexity into clarity, so market participants can uncover opportunities. – S&P Global Commodity Insights enables organizations to create long-term, sustainable value with data and insights for a complete view on the global energy and commodities markets. – S&P Global Mobility turns invaluable insights captured from automotive data to help our clients understand today’s market, reach more customers, and shape the future of automotive mobility. – S&P Dow Jones Indices provides iconic and innovative index solutions, bringing transparency to global capital markets. – S&P Global Engineering Solutions solves for tomorrow’s challenges today by transforming workflows and end-user experiences with data, insights and technology.