Wealth Management Intern

Position Responsibilities

• Aid in client performance reporting, trade and cash activity monitoring, and prepare periodic reports (e.g., transactions, cash flow, portfolio drift).
• Support Portfolio Managers with market research, manager meeting notes, and day-to-day client portfolio administration.
• Contribute to firm-wide initiatives as they arise, working with various teams such as Wealth Planning, Client Service, Operations, or others.

Background Requirements/Preferences

• Working towards a bachelor's degree in Finance, Business, or related field.
• Familiarity with markets and investments, including Mutual Funds, Stocks & Bonds, and Alternative investments (Hedge Funds & Private Equity).
• Proficiency in Word, Excel, and Outlook.
• Experience with Bloomberg and performance reporting software is a plus.
• Organized, detail-oriented, and able to multitask.
• Excellent written and verbal communication skills.
• Commitment to Legacy's Core Values of Client First, Work Hard, Excellence, Positive Attitude, Respect, and Always Do the Right Thing.