Wealth Management Internship Opportunity
6 days ago
We are seeking a highly motivated and detail-oriented Financial Services Professional to join our team at Clearstead. As a Financial Services Intern, you will have the opportunity to gain hands-on experience in the finance and wealth management field, working closely with our senior leadership team.
Key Responsibilities- Research and Analysis
- Support research coverage for all strategies, including quarterly performance and attribution assessment of investment managers.
- Create written reports for all strategies within assigned asset class.
- Conduct economic and market research and analysis as needed.
- Institutional Consulting
- Research and solve client issues, addressing clients' investment and financial needs.
- Coordinate and assist with RFP responses.
- Conduct investment research projects and analyze/evaluate data to provide sound investment recommendations.
- Coordinate and finalize client meeting materials.
- Portfolio Management
- Participate in research meetings to gain a firm understanding of investment strategies.
- Develop knowledge of clients by attending team meetings, reviewing CRM notes, and studying client files.
- Proactively review investment portfolios for clients and prepare trades using Tamarac Rebalancer software.
- Work on special projects related to portfolio management and trading.
- Financial Planning and Tax Strategy
- Review and update client net worth report for use in client presentation.
- Assist in various financial analysis for clients using eMoney software.
- Work on special projects related to personal financial, estate, tax, or charitable planning.
- Working toward a Bachelor's Degree or MBA in Finance.
- Pursuit of the CFA designation is a plus.
- Ability to work under pressure, organize, and manage multiple priorities in a demanding environment.
- Excellent interpersonal and communication skills, written and verbal.
- Ability to conduct quantitative analysis with a critical eye.
- Enjoy working in a team environment.
We are an equal opportunity employer and welcome applications from diverse candidates. Clearstead is committed to building a culturally diverse workforce and fostering a collaborative environment.
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