Teams at Whittier Trust Company

Summer 2027 finance internship supporting Client Advisors and Portfolio Managers through account management, financial modeling, cash flow and portfolio analysis, market and company research, performance tracking, and custom reporting. Interns will use Salesforce, Addepar, Bloomberg, FactSet, and Excel; prepare client presentations; organize investment research; attend client events; and present a major project. The role requires strong academics, analytical ability, communication skills, Excel proficiency, and interest in wealth management.

Manage diversified client portfolios (equities, fixed income, cash, alternatives) within guidelines; make and implement investment decisions; maintain allocations; participate in investment meetings; meet and present to clients and prospects; drive business development and collaborate with Client Administrators.

Senior client advisory role delivering wealth management, fiduciary, trust and estate services for high-net-worth families. Drive new business development, supervise client account administration, coordinate tax, operations and investment teams, participate in investment reviews, and provide high-touch client service. Serve on internal committees and mentor staff.