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 training in proprietary and licensed software. The intern will collaborate with investment, tax, estate planning, and other specialists and complete a capstone presentation for senior management. The role requires a rising senior pursuing a bachelor’s degree, strong analytical and communication skills, and Microsoft Office proficiency; compensation is $40-$45 per hour depending on grade level and work experience.
