Summer Analyst - Private Wealth Management Internship

Tolleson Wealth Management • Dallas, TX

1d • Onsite

About The Position

This internship offers a unique opportunity to gain hands-on experience in private wealth management. Interns will participate in a rotational program, experiencing different facets of the business. The role involves preparing financial analyses, updating client information, conducting research, and learning about investment strategies, philanthropic planning, trust administration, and private banking services. The program is designed for students eager to learn and grow within the multi-family office industry.

Requirements

• Must be an active Junior or Senior college student working towards a bachelor's degree in business, accounting or finance from an accredited university or college.
• Graduation date on or before May 2028.
• Minimum GPA of 3.3 (overall).
• Strong financial analytical skills and understanding of basic financial concepts.
• Desire to learn and grow professionally in the personal wealth management/multi-family office business.
• Experience using Windows based software, including Microsoft Excel and PowerPoint.
• Availability to work 40 hours a week at our Dallas Highland Park office for the 10-week program.

Responsibilities

• Prepare financial analyses for various personal wealth management topics, including investments, estate planning, tax planning, debt management and insurance.
• Complete rotational program by rotating through a minimum of three of the following teams: Client Advisory Team, Investment Team, Philanthropy Team, Trust Team, Private Banking Team.
• Update client financial information (balance sheets, quarterly reporting information, reallocations, etc.).
• Complete various client-specific projects such as real estate evaluations, private equity evaluations, personalized investment research, private aviation research, and other projects on an as-needed basis.
• Learn TWM’s investment strategies, review current and potential asset managers, compile and analyze historical financial data, and conduct quantitative and graphical analyses.
• Track and analyze historical client philanthropic giving, perform due diligence on charities of client interest, and learn fundamentals of charitable planning.
• Learn essentials of trust administration and operations, including standard estate planning documents such as wills, trust agreements, and powers of attorney.
• Learn about banking and lending needs for bank clients including mortgage loans, business loans, lines of credit, and deposit accounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern