About this opportunity
Nepternship is connecting qualified students with a potential wealth management internship opportunity at a leading wealth management firm in New York. A role would offer hands-on exposure to portfolio construction, financial planning, and client relationship management across active private client accounts. Interns could work directly alongside financial advisors, portfolio managers, and private bankers and gain real-world experience in wealth management that goes well beyond the classroom.
Responsibilities
- Conduct in-depth market research and fund analysis to support active client portfolios
- Draft client review materials, portfolio summaries, and financial plans for review by senior advisors
- Assist with portfolio monitoring, asset allocation analysis, and performance reporting across client accounts
- Prepare materials for client meetings, quarterly reviews, and prospect presentations
- Collaborate with advisory teams on planning strategy and client communication
Qualifications
- Finance, Economics, or Accounting major
- Strong analytical and interpersonal skills
- Familiarity with financial markets, asset classes, and retirement planning basics
- Advanced Excel
- Exceptional writing ability