Summary from listing
Bessemer Trust is hiring a Client Advisory Intern to support its Wealth Advisory and Client Advisory teams serving high-net-worth and ultra-high-net-worth individuals and families. The internship provides hands-on experience in asset allocation modeling, portfolio analysis, cash management, reporting, client communications, and presentations, along with exposure to investment, tax, estate planning, and new business development. The intern will work with proprietary and licensed software, collaborate across the firm, and complete a capstone presentation for senior management. The program is a summer internship with coaching and career development at the firm’s New York headquarters.
