Investment Intern

Waldron Private Wealth (Waldron) is looking for an Investment Intern to be apart of an Internship Program that is a multi-semester program in which students will have the opportunity to learn the wealth management industry and perform job functions within our Investments department. This role will help you develop a thorough understanding of the wealth management process for clientele including financial planning and investment management responsibilities.

In this role you will:

1. Develop a thorough understanding of the wealth management process for clientele including financial planning andinvestment management responsibilities.
2. Prepare a wide range of client reports including investment updates investment portfolio analysis portfoliocommentary tax estimates and allocation proposals.
3. Execute internal reports and processes including trade reconciliation activity reports and other operationalfunctions.
4. Assist in the preparation of complex investment portfolio rebalancing decisions and recommendations.
5. Attend and participate in Investment Department team meetings.
6. Research technical advisory issues and writing entries for internal-use wiki.
7. Assist with research and writing firm publications.

• Currently enrolled as an undergraduate or graduate student.
• Must be able to commit to the internship for multiple semesters.
• Must have reliable transportation to and from our officeinWayne PA.
• Ability to work a minimum of 15 hours per week during the school year and 35-40 hours per week during the summer months.
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.