Internship 2027

Whittier Trust is the oldest privately owned multi‑family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high‑net‑worth individuals and their families. Our dedicated professionals deliver a broad array of services including investment management, fiduciary, philanthropic, and family office support. The firm’s culture emphasizes client focus, collaboration, performance, accountability, and long‑term career satisfaction.

Responsibilities

• Assist Client Advisors with daily account management.
• Create custom reports such as cash‑flow analyses and balance sheets.
• Organize and streamline client and business‑development information on Salesforce.
• Support client events and attend as needed.
• Perform basic administrative tasks for the Client Advisory team, including presentation creation and book binding.
• Complete ad‑hoc tasks for Client Advisors as directed.
• Build and update financial models; conduct market and company research.
• Research, create, and generate custom reports for Portfolio Managers using Addepar, Bloomberg, FactSet, and Excel.
• Collect, synthesize, and organize equity, fixed‑income, and economic research data.
• Maintain accuracy of financial models.
• Analyze earnings conference calls to assist in evaluating recent company performance and disseminate information to internal departments.
• Provide research using Bloomberg, FactSet, and other data providers to create reports and graphs for client presentations.
• Assist in analyzing portfolios to ensure alignment with Whittier Trust sector and security outlook.
• Maintain and track composite performance.
• Support Portfolio Managers with administrative tasks such as presentation creation, printing, and binding.
• Research, write, and present major projects to the Investment and wider Whittier Trust team.

Qualifications

• Excellent academic credentials; progress toward a Bachelor’s degree—finance or economics preferred but not essential.
• Strong quantitative and analytical skills.
• Intellectual curiosity and emotional intelligence.
• Maturity and demonstrated interest in the wealth‑management industry.
• Advanced proficiency with Microsoft Office, especially Excel.
• Very strong verbal and written communication skills.
• Active involvement in extracurricular activities outside of school.
• Priority given to students graduating in 2027 or 2028.

Locations

• Pasadena, CA
• Orange County, CA
• West Los Angeles, CA
• San Francisco, CA
• San Diego, CA
• Seattle, WA
• Reno, NV

Duration

The internship program runs for 10 weeks during the Summer of 2027, with an expected start date of Monday, June 7 2027.

Application Process

• Attach your most recent transcript (unofficial transcripts are acceptable).
• Working‑visa sponsorship is NOT available; applicants must be authorized to work in the United States.
• Application deadline: October 31 2026.
• Video‑screening interviews: November 16‑20 2026.
• Final‑round interviews: November 30‑December 11 2026.
• Offer letters sent: Friday, December 18 2026.