Teams at Crewe Advisors

Supports the Investment Team with fund and portfolio manager due diligence, investment research, market and manager monitoring, client investment projects, data management, report preparation, and a seven-week capstone project. The intern will gain experience evaluating investment opportunities, conducting industry research, developing recommendations, and contributing to compliance-focused deliverables while working onsite in Salt Lake City.

Supports wealth management operations through record keeping, client onboarding and offboarding, audits, vendor management, reporting in Tamarac, administrative tasks, process improvement, and internal projects. The intern will collaborate with Operations and Investment Operations teams and complete a seven-week capstone project. This is an on-site Spring 2026 internship in Salt Lake City requiring availability Tuesdays and Thursdays, with optional Fridays.

Supports HR operations including onboarding and offboarding, I-9 verification, new-hire filings, HRIS administration, employee records, benefits administration, COBRA notices, vendor coordination, and employee experience initiatives. Maintains confidential personnel data, manages documentation and e-signatures in BambooHR, coordinates training and orientations, and contributes to process improvements and workplace culture.