Top Tech Jobs & Startup Jobs

Supports the private equity investment lifecycle by evaluating opportunities, researching companies and industries, conducting due diligence, building financial models, performing valuations, preparing transaction materials, and monitoring portfolio-company performance. Collaborates with senior investors, portfolio leaders, colleagues, and external advisors. Requires at least two years of investment banking or private equity experience, strong analytical and communication skills, sound judgment, and a strong academic record.

Supports Financial Advisors by coordinating client onboarding, account opening, paperwork, transactions, communications, CRM maintenance, meetings, and client events. Handles inquiries, prepares reports and presentations, monitors investment opportunities, supports regulatory compliance, and helps improve team effectiveness. The role requires strong organization, communication, technology proficiency, attention to detail, and securities licensing or willingness to obtain required licenses.

Supports Financial Advisors by analyzing client data, preparing customized financial plans, delivering planning recommendations, educating clients, identifying investment solutions, and advancing business opportunities. The role also involves client relationship management, financial planning research, opportunity tracking, and occasional travel to branches.

Executes and reviews equity, ETF, mutual fund, fixed income, and advisory transactions; resolves trade exceptions; maintains records and reports; supports compliance, process improvements, and advisory solution identification. Requires securities licenses, investment product knowledge, brokerage operations experience, and proficiency with Thomson One.

Summer 2027 interns support private wealth management teams through financial planning, market research, report review, client meeting preparation, paperwork processing, administrative tasks, basic client inquiries, and branch marketing initiatives. The role provides hands-on exposure to Financial Advisors and requires full-time office work in Waukesha, Wisconsin, from June 2027.

Summer 2027 private wealth management intern supporting financial advisors with report review, research, client meeting preparation, financial planning, market research, administrative tasks, client inquiries, marketing initiatives, and document processing. The role is full-time onsite in Mequon, Wisconsin and offers hands-on exposure to financial advisory operations.

Analyze and advance firm-wide IT strategy and transformation initiatives, partnering with the CIO, senior IT leaders, and business stakeholders. Responsibilities include strategic analysis, current/future-state assessments, roadmaps, resource planning, executive scorecards, Excel modeling, stakeholder interviews, change management, executive communications, presentations, and technology trend evaluation.

Supports Private Wealth Management internal communications by drafting, editing, and publishing news, presentations, and other content. Coordinates meetings and calls, maintains the communications calendar, researches stories, and assists with strategic communications planning. The intern collaborates with PWM teams and Marketing & Communications while working full time during summer and part time during academic semesters.

Supports continuous improvement initiatives by researching end-user questions, testing workflow solutions, tracking metrics, monitoring system logs, documenting processes, and identifying efficiency opportunities. Collaborates with Operations and Business Process teams to improve client and associate experiences, update guides and training materials, and provide technical support. This hybrid internship requires full-time summer and part-time semester availability in Milwaukee.

Provides advanced financial planning and client service support for Financial Advisors and wealth management clients. Responsibilities include creating financial plans in MoneyGuidePro, managing onboarding and account operations, processing transactions, maintaining CRM systems, supporting compliance, reviewing investment opportunities, coordinating client meetings and events, and assisting with business development. Requires securities licenses, financial planning expertise, strong analytical and communication skills, and familiarity with wealth management technology platforms.