Whittier Trust Company Benefits Overview

Summer 2027 internship supporting Client Advisors and Portfolio Managers through account management, financial modeling, portfolio analysis, market and company research, performance tracking, and custom report creation. The intern will use Salesforce, Addepar, Bloomberg, FactSet, and Excel, assist with client presentations and events, synthesize investment research, and present a major project to the Investment team.

Summer 2027 finance internship supporting client advisors and portfolio managers through account management, financial modeling, market and company research, portfolio analysis, performance tracking, custom reporting, and client presentation preparation. The role also includes Salesforce data organization, administrative support, research presentations, and a major investment-related project. Candidates should demonstrate strong academics, quantitative ability, advanced Excel and Microsoft Office skills, communication, intellectual curiosity, and interest in wealth management.

Supports Client Advisors and Portfolio Managers through account management, financial modeling, portfolio analysis, market and company research, custom reporting, performance tracking, and client presentation preparation. The intern will use Salesforce, Addepar, Bloomberg, FactSet, and Excel; analyze investment and economic data; assist with client events and administrative tasks; and complete a major research project for the investment team.