2026 Investment Intern - New York, NY
About The Position
Wealthspire Advisorsâ¯is a New York City-based, independent registered investment advisory firm with over $18B in AUM. We have more than 200 employees serving clients from 18 offices in 10 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com. Internship Description: Our 10 week Summer Intern Program is designed to provideâ¯studentsâ¯a challenging, meaningful and supportive experience that replicates the experience of being a full-timeâ¯Wealthspireâ¯Associate. Summer Intern orientation offers a thorough overview of the firm and the opportunity toâ¯learn fromâ¯several senior leaders. Followingâ¯our two-weekâ¯training, internsâ¯are given day-to-day responsibilitiesâ¯and summer long projectsâ¯to contribute throughout their time at Wealthspire. The program also includes challenges, mentoring, philanthropic and networking opportunities.â¯Wealthspireâ¯is highly committed to the summer intern program and considers it theâ¯primaryâ¯pipeline forâ¯ourâ¯Associate program. Internship Description: Assist with data intensive projects related to money manager due diligence Help conduct investment manager researchâ¯and analysis with members of the investment team Research client issues as directed and construct/present responses Learn Morningstar Direct, Tamarac, Microsoft Dynamic CRM and SharePoint systems Support the CIO, OCIO, Chief Market Strategist and other members of the team with one-off investment-projects
Requirements
- Pursuing Bachelor's Degree in Finance (preferred)â¯with a graduation date before August 2027
- Interest in investment, wealth management, risk management
- Working knowledge of Microsoft Office Suite (particularly excel and power point) preferred
- Continuously exhibits personal integrity and professional initiative
- Capacity to think critically and devise creative solutions
- Must be organized, detail-oriented and able to manage and prioritize tasks
- Demonstrates a commitment to accuracy by delivering high quality work
- Collaborative and able to work effectively with others
Responsibilities
- Assist with data intensive projects related to money manager due diligence
- Help conduct investment manager researchâ¯and analysis with members of the investment team
- Research client issues as directed and construct/present responses
- Learn Morningstar Direct, Tamarac, Microsoft Dynamic CRM and SharePoint systems
- Support the CIO, OCIO, Chief Market Strategist and other members of the team with one-off investment-projects
Benefits
- Practical experienceâ¯with broad applications
- Shadowing, mentoring, and training opportunities with seasoned professionals
- Opportunityâ¯for full time employment after graduation
- Competitive hourly rateâ¯throughout the internship
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Career Level
Intern
Industry
Funds, Trusts, and Other Financial Vehicles
Number of Employees
5,001-10,000 employees
