2027 Wealth & Asset Management Intern
About The Position
Our 10-week paid internship will provide you with the foundational knowledge on how wealth management and asset management teams meet clients’ needs. You will be exposed to diverse roles broadly focused on project management, process and policy development and execution, quantitative and qualitative analysis; presentations and reporting; and client services. You will receive accelerated learning and skill development through a mix of on-the-job training, mentorship, a community of peers and advisors, and a pathway to our full-time Wealth & Asset Management Development Program upon graduation. As a Wealth & Asset Management Intern, you’ll: Get hands-on experience working on projects that impact the business such as: Performing research, analysis, review, development, implementation, and monitoring new and/or revised products/services. Analyzing current costs and estimates the cost or cost savings and enhanced benefits that may be achieved by implementing a recommendation. Compiling and analyzing information for an assigned project or area and making recommendations based on findings. Co-leading and influencing a working team of project staff. Acting as a project liaison with other departments. Develop technical and business acumen through training, mentorship, and exposure to senior executives Build a supportive community of peers through a variety of cohort strengthening activities such as social events, volunteer days, and development workshops
Requirements
- Pursuing a bachelor’s degree with a target graduation date of December 2027 or Spring of 2028
- Basic understanding of Financial/Accounting terms, concepts, and applications
- Ability to start internship program on June 7, 2027
- Do you have a service-minded outlook, with a strong desire to help others understand their finances?
- Are you an analytical individual who loves to use numbers to understand the root cause of an issue or to provide recommendations?
- Do you find fulfillment in using qualitative and quantitative analysis or financial modeling to tell a story?
- If you are business-savvy, with strong communications, problem-solving, and project management skills, then the Wealth & Asset Management Internship may be right for you!
Nice To Haves
- Strong interest in finance, project management, consulting, and/or investment management
- Exceptional communication and presentation skills
- Strong work ethic with a proactive, flexible attitude and a desire to pitch in wherever needed
- Developed problem solving skills and a solutions-focused approach to addressing challenges
- Outstanding teamwork and project execution skills with multitasking capability
- Unwavering integrity and ethics
- Proficient in Office 365, with strong skills in Excel
Responsibilities
- Performing research, analysis, review, development, implementation, and monitoring new and/or revised products/services.
- Analyzing current costs and estimates the cost or cost savings and enhanced benefits that may be achieved by implementing a recommendation.
- Compiling and analyzing information for an assigned project or area and making recommendations based on findings.
- Co-leading and influencing a working team of project staff.
- Acting as a project liaison with other departments.
- Develop technical and business acumen through training, mentorship, and exposure to senior executives
- Build a supportive community of peers through a variety of cohort strengthening activities such as social events, volunteer days, and development workshops
Benefits
- Meaningful, hands-on work that impacts the business
- Networking opportunities with senior leadership, U.S. Bank team members, and interns
- Option for a sign-on bonus
- Potential for a fulltime offer upon graduation into a development program
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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What This Job Offers
Career Level
Intern
