Intern - Wealth Management Research
Gulf Coast Bank and Trust Company · Metairie, LA · 4 days ago
FinanceVolunteer
About the role
This full-time position is part of GCB's Summer Internship Program, scheduled to run from Monday, May 17th through Friday, July 23rd, potentially extending through mid-August based on the hiring manager and department's decision. Interns must participate in a Final Internship Presentation in New Orleans on Thursday, July 22nd. Candidates must be available for the full duration of the program to ensure a consistent and meaningful learning experience.
The Trust & Wealth Management intern will participate in wealth management operations and various department initiatives, contributing to a variety of projects while gaining robust knowledge on the subjects covered.
Responsibilities
- Prepare weekly deliverables summarizing market developments and economic trends
- Research allowable fixed-income securities for the bank's investment portfolio
- Support portfolio monitoring through data analysis
- Update Excel spreadsheets and reports as needed
- Complete a comprehensive research project on an assigned topic
- Interact with professionals both internally and externally
- Perform other duties as assigned
Requirements
- Minimum preferred cumulative GPA of 3.0
- Currently pursuing a Bachelor's degree or Master's degree
- Business majors preferred
- Highly motivated self-starter who takes initiative
- Strong analytical and problem-solving skills
- Critical thinking, communication, and teamwork skills
Physical requirements
- Ability to travel if required to perform essential job functions
- Ability to work under stress and meet deadlines
- Ability to read and interpret documents as required
- Prolonged periods of sitting at a desk and working on a computer may be required
- Ability to lift/move/carry approximately 15 pounds if required; accommodation provided without undue hardship if unable to meet this requirement