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.
Skills Required
- Currently enrolled as an undergraduate or graduate student
- Commit to the internship for multiple semesters
- Reliable transportation to and from the Wayne, Pennsylvania office
- Work at least 15 hours per week during the school year and 35 to 40 hours per week during summer months
- Authorized to work for any employer in the United States without employment visa sponsorship
What We Do
Waldron Private Wealth is a boutique wealth management firm that advises a select group of individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. For each of our select engagements, we build a team of experts with experience in the financial disciplines best suited for your specific circumstances. Among the titles and certifications held by our team members are Certified Financial Planner®, CPA, Chartered Financial Analyst, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs.
