Summer Analyst, Private Wealth

The Coury Firm•Pittsburgh, PA

4d•Onsite

About The Position

The goal of the Summer Analyst, Private Wealth position at The Coury Firm is to provide an opportunity for real-world application of wealth management, financial planning, and client service concepts learned in the academic environment. This internship program seeks to equip interns with the knowledge and experience they need to be successful. Individual instruction combined with shadowing mentors allows interns to make the connection between theory and practice. The Coury Firm honors the internship experience as an opportunity to provide mentorship. Our leadership is highly invested in the program, and interns get the chance for one-on-one interaction with our CEO, Lead Advisors, and other Asset Management and Corporate & Business Advisory teams.

Requirements

Be a 2nd or 3rd year undergraduate candidate in a finance, business, or related program, or a current graduate student pursuing an MBA
Be in good academic standing with a minimum GPA of 3.3
Have an interest in wealth management, financial planning, or client service within a multi-family office environment
Be proficient in MS Office Suite (Outlook, Excel, Word, and PowerPoint)
Be able to work in a fast-paced, team-based environment with minimal supervision
Possess strong interpersonal and communication skills, with the professionalism to interact directly with high-net-worth clients
Demonstrate excellent attention to detail, organizational skills, and the ability to manage multiple tasks and priorities
Demonstrate excellent work ethic, a desire for continual improvement, and strong intellectual curiosity

Nice To Haves

Be open to all academic degrees; a background in Finance, Business, Economics, or a related field is preferred

Responsibilities

Assisting with client onboarding processes and helping maintain accurate client information in the Firm's CRM and document management systems
Supporting Client Service Associates with account servicing tasks, including tracking money movement requests, account balance inquiries, and other routine client service items
Helping gather and organize data for comprehensive financial planning engagements, including developing planning scenarios and analysis under the guidance of a Wealth Planning Analyst or Advisor
Assisting in preparing client meeting materials and presentations, and helping manage meeting notes and follow-up action items
Supporting the review of client portfolios for asset allocation and rebalancing considerations
Coordinating with internal teams (investment operations, reporting, compliance, and billing) to help ensure client paperwork and transactions are processed accurately and on time
Assisting with scheduling, calendar management, and confirming client appointments for Advisors
Supporting the preparation of client correspondence, letters, and email communications
Shadowing Client Service Associates and Wealth Planning Analysts to gain exposure to the full private wealth client service lifecycle
Other duties and special projects as assigned