The role involves supporting investment advisors in client service, coordinating meetings, managing documentation, and assisting with client onboarding in the Wealth Management team.

The intern will support AML High Risk Client Management by conducting analyses and risk assessments, preparing reports, and evaluating high-risk clients to mitigate financial risks.

The Summer Analyst provides research and transactional support in municipal finance, working on cash flow projections, data analysis, and preparing materials for clients and transactions.