Wealth Management
About The Position
The Wealth Management department specializes on financial wellness and growth for consumer clients. The department offers a wide variety of products and services to meet our clients’ needs including personal fiduciary, investment and wealth management, trust and custodial services. Our Wealth Advisors not only support the day-to-day financial needs of our customers but also provide financial advice for life events like college savings, retirement, and more. Work with the Wealth Management department's portfolio managers, assisting with a variety of tasks related to asset management Provide a hands-on learning environment, immersing them in the different areas of Trust and Investment Management Develop and execute presentation materials for high-net-worth clients and prospects Work with portfolio manager to customize presentation materials for specific clients on demand. Work within Excel, PowerPoint and other 3rd party software to accurately capture key performance data and clearly communicate this data visually Assist the gathering of research materials, at investment officer's direction, for stocks and economic sectors Utilize quote systems (Bloomberg) to maintain and create Excel spreadsheets for investment research and analysis Complete and present a research report on an equity market subsector utilizing the tools and resources that you will learn about in the internship Thanks for considering Old Second!
Requirements
- Must have a high school diploma or equivalent and be in pursuit of an undergraduate college degree, as follows:
- Currently enrolled in college; or
- Enrolled in college for Fall 2026; or
- College graduate between May 2025 – June 2026
- Must have reliable transportation and be able to work onsite. Onsite locations depend on the department. Common onsite locations include Downers Grove, Oakbrook, Aurora and Chicago-Wacker.
- Must be available to work 20-40 hours per week and be available to start late May/early June through the end of July/early August.
- Internship durations vary between 8 – 12 weeks.
- Proficient in using Window 2010 Office software with intermediate skills in Word, Excel and PowerPoint.
- High degree of accuracy and attention to detail.
- Ability to work in a fast-paced environment; prioritizing work and multi-tasking.
- Desire to work in a professional environment.
Responsibilities
- Work with the Wealth Management department's portfolio managers, assisting with a variety of tasks related to asset management
- Provide a hands-on learning environment, immersing them in the different areas of Trust and Investment Management
- Develop and execute presentation materials for high-net-worth clients and prospects
- Work with portfolio manager to customize presentation materials for specific clients on demand.
- Work within Excel, PowerPoint and other 3rd party software to accurately capture key performance data and clearly communicate this data visually
- Assist the gathering of research materials, at investment officer's direction, for stocks and economic sectors
- Utilize quote systems (Bloomberg) to maintain and create Excel spreadsheets for investment research and analysis
- Complete and present a research report on an equity market subsector utilizing the tools and resources that you will learn about in the internship
Benefits
- Interns working a fifteen-week assignment (or less) will accrue two days of PTO and will receive holiday pay.
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What This Job Offers
Career Level
Intern
Education Level
High school or GED
