Teams at Bolton

Supports investment consultants with retirement plan financial reporting, investment manager research, client reports, analyses, proposals, meeting materials, data collection, and process improvements. The role involves coordinating with colleagues and clients, meeting deadlines, and developing financial consulting and client management skills. This is a part-time fall internship based in Towson, Maryland, with flexible scheduling and minimal occasional travel.

Lead strategic Health & Welfare benefits consulting engagements, manage client relationships, conduct claims analysis and financial modeling, run RFPs and vendor negotiations, oversee implementations and open enrollment, present to executives, mentor junior staff, and support business development.

Support investment consulting across institutional retirement plan clients by conducting investment analysis, manager due diligence, performance reporting, and preparing investment memoranda. Serve as an analytical resource to consultants, coordinate service providers and recordkeepers, support IPS development and RFPs, and assist with plan operations, transitions, and business development.