2027 Summer Analyst - New York City

Description Sapient Capital is a privately owned, independent advisory firm with over $13bn in assets under management, serving ultra-affluent worth families and individuals, foundations, and institutions. As a fast-growing registered investment advisor (RIA), we specialize in providing our clients with a uniquely tailored service offering including sophisticated investment management, advanced financial planning and comprehensive family office solutions all tied together with cutting-edge technology. Sapient is headquartered in Indianapolis with offices in New York, Miami, Chicago, and Los Angeles. Position Overview Sapient 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.

What You’ll Do

• 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 commenta