About the role#
The Barron's Wealth & Asset Management Group hosts national, regional, and international invitation-only summits. These events recognize successful financial advisors and provide a forum to discuss industry innovations and economic developments. As an intern, you will report to the Managing Director and assist with the operational success of these events. This is a paid, full-time summer position based in our New York City office.
What you'll do#
- Conduct research projects focused on the wealth management industry.
- Compile invitation lists from our Advisor Database and manage attendee data by removing duplicates and outdated entries.
- Perform outreach to summit invitees via phone and email.
- Handle conference inquiries from attendees and direct them to the appropriate departments.
- Support communications with conference speakers and maintain their content submissions.
- Ensure the accuracy of conference content across internal databases, websites, and printed materials.
- Organize the application process for Continuing Education Credits.
- Utilize project management systems such as FileMaker and Cvent.
What you'll need#
- Completion of at least two years toward a Bachelor’s degree in Finance, Business Administration, or Computer Science.
- Proficiency in Excel, including complex functions, or Google Sheets.
- Familiarity with financial data and an interest in the wealth management sector.
- Strong organizational skills with a high level of attention to detail.
- Ability to manage multiple tasks and competing deadlines.
- An engaging demeanor with the ability to build trust with clients.
- Enrollment in a 4-year undergraduate degree program.
- Eligibility to work in the United States without visa sponsorship.
Location & details#
- Location: New York, New York.
- Term: Summer 2027 (June 7, 2027 - August 13, 2027).
- Modality: Hybrid and on-site.
About Dow Jones
Dow Jones provides news and business information to consumers and organizations globally. The company maintains large news-gathering operations and produces content across print, digital, mobile, and live event formats. Its portfolio includes publications such as The Wall Street Journal, Barron, and MarketWatch. The organization is based in New York and employs over 24,000 people.
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