About the role#
This paid internship provides exposure to the daily operations of a wealth management firm. You will work directly with client relationship managers to support financial planning and investment management tasks. This is an on-site position based in Indianapolis.
What you'll do#
- Support client meetings through preparation and follow-up activities.
- Assist the client services and administrative teams with daily requests.
- Conduct internal and client-specific research projects.
- Learn the firm's CRM systems and assist with file maintenance and clean up.
What you'll need#
- Current enrollment in an undergraduate or graduate degree program, preferably with junior or senior standing.
- A major in a business-related field, such as Finance, Accounting, Economics, or Business Administration.
- A strong interest in wealth management.
- Excellent organizational skills with a focus on detail and follow-through.
- Strong analytical and problem-solving abilities.
- Effective communication and listening skills.
- A positive attitude and a willingness to take on new responsibilities.
- The ability to prioritize tasks effectively.
Location & details#
- Location: Indianapolis, Indiana.
- Term: Winter 2027.
- Modality: This is an on-site position. Remote work is not available.
- Status: This is a full-time, paid internship. Sponsorship is not provided for this role.
About CAPTRUST
CAPTRUST is a financial services firm founded in 1989. It operates as an independent advisory company for retirement plans and investments. Based in Raleigh, North Carolina, the firm employs between 1,001 and 5,000 people. It provides consulting to institutional investors, retirement plan sponsors, and high net-worth individuals.
How to get in at CAPTRUST
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