Wealth Management Internship, Summer 2027 -New York (10 Weeks)

About the role

Ten-week Summer 2027 internship in New York supporting the management and execution of assigned business, group, program, or project activities. The role involves analyzing operations and data, preparing reports and dashboards, supporting strategic initiatives and change management, investigating risks, and collaborating with internal and external stakeholders.

Responsibilities

• Support program and project management, including component development, promotion, execution, and process implementation.
• Analyze operations, challenges, best practices, and industry trends to provide strategic program input.
• Analyze data and information to develop insights, recommendations, reports, and dashboards.
• Support strategic initiatives, change management, milestone tracking, and execution of related communications.
• Investigate and document program risks, track exceptions and approvals, and identify appropriate next steps.
• Collaborate with internal and external stakeholders while following risk management frameworks, policies, laws, and regulations.

Qualifications and Skills

• Specialized knowledge relevant to the assigned program, project, or business area.
• Good verbal and written communication skills.
• Good organizational skills and attention to accuracy and completeness.
• Good collaboration and teamwork skills.
• Good analytical and problem-solving skills.
• Ability to complete complex and diverse tasks within established rules and limits.