Teams at Whittier Trust Company

Summer 2027 finance internship supporting Client Advisors and Portfolio Managers through account management, financial modeling, market and company research, portfolio analysis, performance tracking, and custom reporting. Interns will use Salesforce, Addepar, Bloomberg, FactSet, and Excel; assist with client presentations and events; synthesize investment research; and present a major project to the Investment team.

Summer 2027 internship supporting Client Advisors and Portfolio Managers through account management, financial modeling, portfolio analysis, market and company research, performance tracking, and custom report creation. The intern will use Salesforce, Addepar, Bloomberg, FactSet, and Excel, assist with client presentations and events, synthesize investment research, and present a major project to the Investment team.

Summer 2027 wealth management internship supporting Client Advisors and Portfolio Managers. Responsibilities include account management, financial modeling, cash flow and balance sheet analysis, portfolio monitoring, market and company research, performance tracking, investment research, and client presentation preparation using Salesforce, Addepar, Bloomberg, FactSet, and Excel.