Client Advisory Intern

Description

The Client Advisory Intern will work alongside Client Advisory and Wealth Advisory professionals serving high-net-worth and ultra-high-net-worth individuals and families. Throughout the internship, the intern will gain exposure to Bessemer Trust’s integrated approach to wealth management, including investment management, wealth planning, tax and estate planning, client service, and new business development.

The internship will provide hands-on experience in areas including asset allocation modeling, investment portfolio analysis, fixed income portfolio analysis, tax transition portfolio analysis, client communication, cash management, reporting, and client and prospective client presentations. The internship will culminate in a capstone presentation to senior management focused on bringing together the various aspects of wealth advisory.

The Client Advisory Intern will also be trained in the use of proprietary and licensed software and databases.

Wealth Advisory Responsibilities

• Support the Wealth Advisory team with reporting, analysis, and presentation

requests for prospective clients

• Work with the Quantitative Analysis group to provide the Wealth Advisory team

with portfolio analyses and proprietary models

• Collaborate with Investment, Tax, Estate Planning, and other professionals

across the firm to develop a thorough understanding of prospective clients’ portfolios, goals, and broader financial situations

• Assist with the preparation of materials used in prospective client meetings

and presentations

• Participate in individual and group projects designed to provide exposure to

Bessemer’s comprehensive approach to wealth management

• Other responsibilities as assigned

Client Advisory Responsibilities

• Support Client Advisory teams in preparing for client meetings and responding

to day-to-day client service needs

• Assist with routine communications and service requests involving clients and

their outs