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; meet and present to clients and prospects; participate in investment meetings and business development; collaborate with client administrators and contribute to firm growth.