Top Tech Jobs & Startup Jobs

Software Engineering Interns will assist with designing, developing, testing, debugging, and maintaining software applications for wealth management services. They will collaborate with business analysts, testers, and business teams, troubleshoot technical issues, participate in code reviews, and gain exposure to front-end development, APIs, back-end systems, cloud computing, and generative AI.

Supports fee operations by setting up client fee arrangements, analyzing fee and account data, assisting with fee calculations and revenue validation, and identifying opportunities to automate and improve processes. The intern gains exposure to financial services operations, business controls, data management, artificial intelligence, robotic process automation, and Microsoft productivity tools.

Supports Client Advisory and Wealth Advisory professionals serving high-net-worth clients. Responsibilities include portfolio and asset allocation analysis, reporting, cash management, client communications, presentation preparation, and coordination with investment, tax, and estate planning specialists. The intern gains exposure to comprehensive wealth management and completes individual, group, and capstone projects while using proprietary software and databases.

Support senior engineers in managing, monitoring, troubleshooting, and optimizing enterprise WAN, LAN, wireless, SD-WAN, firewall, and security infrastructure. Assist with Cisco, Meraki, Arista, and Palo Alto environments; contribute to network automation using Ansible and Python; evaluate networking technologies; document processes; test configurations; and support firewall policy implementation during a 10-week internship.

Leads the Bill Pay team, overseeing high-volume client bill and expense processing, approvals, enrollment, internal controls, and platform workflows across BILL and CMS. Manages team development, resolves complex client issues, partners with advisors, mitigates operational risks, and supports process improvements, system upgrades, integrations, and special projects.

Develop and maintain relationships with ultra-high-net-worth clients, coordinate services across wealth management teams, and support account administration, investment management, and trust administration. Responsibilities include client communications, meeting preparation, account transactions, regulatory reviews, investment rebalancing and reporting, trust distributions, charitable gifts, tax coordination, and maintaining accurate client records.

Provides administrative and client service support to a Client Advisory team at a private wealth management firm. Responsibilities include managing client cash transactions and bill payments, screening communications, coordinating calendars and meetings, maintaining Salesforce records, preparing client materials and reports, processing expenses and travel, supporting account administration, coordinating asset transfers, assisting with tax information, and responding to compliance and audit requests. Requires frequent client communication, financial transaction processing, bookkeeping, and cross-functional coordination.

Provides high-level administrative and organizational support to the President of Bessemer Trust. Responsibilities include complex calendar management, stakeholder liaison, meeting and board logistics, event coordination, Salesforce relationship tracking, presentation and correspondence preparation, travel arrangements, expense and invoice processing, and special projects. The role requires discretion with confidential information, excellent communication and organization, strong attention to detail, and the ability to manage competing priorities in a fast-paced financial services environment.

Supports fund, investment, and firm-level accounting for a private equity firm, including financial statements, capital accounts, capital calls, distributions, investor reporting, treasury, accounts payable, portfolio valuations, carried interest, tax compliance, budgeting, audits, and transaction-related activities. The role also helps improve finance processes, systems, reporting, and internal controls while progressively taking ownership across a lean team.

Leads enhancements to the client advisory service model across investment management, wealth planning, and family office services. Prioritizes initiatives, defines scopes and features, supports eMoney adoption, tracks metrics, gathers advisor feedback, prepares leadership reporting, and coordinates partner relationships and rollout planning.