2027 Summer Analyst - New York City

SAPIENT CAPITAL • New York, NY

1d • Onsite

About The Position

Sapient Capital is seeking individuals with a strong interest in financial planning, investment management (public or private), and/or family office services to join our 2027 Summer Analyst Program. Participants in this program will receive an inside look at the daily operations of a growing wealth management firm with opportunities to gain firsthand experience in portfolio management, client strategy, and process improvement initiatives. This program is project-oriented and culminates in a capstone presentation at the end of the summer. Expected duration is ~10 weeks (June to early August). Full-time, in-office attendance is required while participating in the program.

Requirements

• Active enrollment in a bachelor’s or master’s degree program with a GPA of 3.2 or higher.
• Rising seniors majoring in finance, financial planning, economics, accounting, investment management, or equivalent program strongly preferred.
• Strong analytical and quantitative skills, with comfort in Excel.
• Clear, professional verbal and written communication skills.
• A collaborative, low-ego mindset and a strong sense of ownership over your work
• Discrete and able to follow all guidelines for confidentiality and professionalism.

Nice To Haves

• Familiarity with financial modeling or data tools (Python, SQL) is a plus, not a requirement
• Strong intent to pursue the CFP or CFA designation after graduation is strongly preferred.

Responsibilities

• Gain exposure to all aspects of wealth management, including client advisory, business development, investment management, operations, etc., by working on a variety of projects that directly influence key business decisions.
• Prepare and analyze reports and financial models to support the ongoing analysis of our clients’ financial plans and ensure alignment with their goals and objectives.
• Assist with critical administrative tasks such as data entry, database maintenance, document management, etc.
• Support investment research and portfolio analysis for client and firm-level strategies
• Assist in preparing client-facing materials, performance reports, and market commentary
• Partner with advisors on financial planning models and scenario analysis
• Assist our wealth strategy and investment teams with ad-hoc projects and research to support our most sophisticated and complex clients
• Regularly engage with firm leadership and senior advisors to build relationships and further your understanding of our industry
• Other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed