Investment Intern
Waldron Private Wealth (Waldron) is looking for an Investment Intern to be apart of an Internship Program that is a multi-semester program in which students will have the opportunity to learn the wealth management industry and perform job functions within our Investments department. This role will help you develop a thorough understanding of the wealth management process for clientele, including financial planning and investment management responsibilities.
In this role you will:
- Develop a thorough understanding of the wealth management process for clientele, including financial planning and investment management responsibilities.
- Prepare a wide range of client reports, including investment updates, investment portfolio analysis, portfolio commentary, tax estimates, and allocation proposals.
- Execute internal reports and processes, including trade reconciliation, activity reports, and other operational functions.
- Assist in the preparation of complex investment portfolio rebalancing decisions and recommendations.
- Attend and participate in Investment Department team meetings.
- Research technical advisory issues and writing entries for internal-use wiki.
- Assist with research and writing firm publications.
- Currently enrolled as an undergraduate or graduate student.
- Must be able to commit to the internship for multiple semesters.
- Must have reliable transportation to and from our office in Wayne, PA.
- Ability to work a minimum of 15 hours per week during the school year and 35-40 hours per week during the summer months.
- Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
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