Private Wealth Summer Intern

About the role

Bernstein Private Wealth Management is a premier investment management firm advising high net worth and ultra-high net worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Summer Interns are client service-minded individuals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, support the growth of our Private Wealth Management Platform. Interns will play a key role working with Financial Advisors and their teams to provide support in all aspects of the business, including asset allocation recommendations, capital markets positioning, portfolio analytics, and wealth and legacy planning for high-net-worth individuals and families.

Responsibilities

• Partner with Financial Advisors to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.
• Complete ad-hoc business projects.
• Participate in a focus on client service excellence, partnership and communication training to provide an exceptional client experience.
• Engage in career management, mentorship and one-on-one coaching to achieve professional success beyond the Internship program.
• Take part in networking opportunities and social outings.
• Successful interns could have the opportunity to continue their career as a full-time Private Wealth Associate upon graduation.

Requirements

• Bachelor's degree candidates graduating between December 2027 and June 2028.
• Cumulative GPA of 3.0 or better, as well as strong leadership experience.
• Strong analytical and communication skills (both written and verbal) and an ability to build relationships.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced atmosphere.
• Proficiency in Word and Excel preferred.
• Must be a U.S. Citizen or Permanent Resident.
• Must be available to work full-time from June to August.
• Cannot simultaneously take academic classes or hold other employment that will conflict with the internship schedule.
• Selected candidates will need to successfully complete a thorough background check.

Qualifications

• Relevant internship experience preferred.
• Some coursework in finance and economics preferred.
• Having the Security Industry Essentials (SIE) certification is a valuable asset.

About the company

AB is a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you.