Internship 2025

Summary

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 work with clients and their families to deliver a broad array of services including investment management fiduciary philanthropic and family office. Our founding familys century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets our teams employ a consulting approach to tailor solutions for complex family situations.

Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat nimble and uniquely attuned to the needs and desires of both todays entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus collaboration performance and accountability family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.

The position offers a competitive compensation package including base salary performance bonus equity consideration excellent medical and retirement plans.

Please attach your most recent transcripts. Unofficial transcripts are acceptable.

Essential Duties and Responsibilities May Include:

• Assisting Client Advisors with daily account management
• Creating custom reports such as cash flow analyses and balance sheets
• Assisting with organizing and streamlining client and business development information on Salesforce
• Assisting and attending client events
• Researching industry related topics and presenting where applicable
• Basic administrative tasks on behalf of the Client Advisory team including presentation creation and book binding
• Ad hoc tasks for Client Advisors as directed
• Financial model building and updating market research and company research
• Researching creating and generating custom reports for Portfolio Managers to monitor accounts using Addepar Bloomberg FactSet and Excel
• Assisting with collecting synthesizing and organizing equity fixed income and economic research data
• Maintaining and ensuring accuracy of financial models
• Analyzing earnings conference calls to Analysts to assist in evaluating recent company performance and disseminating information to internal departments as applicable
• Providing research using Bloomberg FactSet and other data providers to create reports and graphs for client presentations as directed
• Assisting in analyzing portfolios to ensure they reflect Whittier Trust sector and security outlook
• Maintaining and tracking composite performance
• Assisting in some administrative tasks in relation to supporting the Portfolio Manager including presentation creation printing and binding
• Researching writing and presenting major project to Investment and wider WTC team

Qualifications

• Excellent academic credentials
• Progress towards Bachelors Degree finance or economics preferred but NOT essential
• Quantitative and analytical skills
• Intellectual curiosity
• Emotional intelligence and maturity
• Demonstrated strong interest in the wealth management industry
• Advanced computer skills across all Microsoft Office programs.
• Advanced Excel skills
• Very strong verbal and written communication skills
• Extra-curricular activities outside of school

Priority will be given to students graduating in 2025 and 2026

Locations

Internships are available in our South Pasadena Orange County West LA San Francisco Seattle WA and Reno NV offices.

Duration

The Internship Program will be run for 10 weeks during Summer of 2025. Our expected start date is Monday June 9^th 2025.

Application Process

A working visa sponsorship is NOT available. Applicant(s) must be currently authorized to work in the United States.

Application Deadline: November 30th 2024

Video screening Interviews: January 2^nd 10^th 2025

Final Round Interviews: January 13^th 24^th 2025

Offer Letters Sent: Friday January 31st 2025

Required Experience:

Intern