About the role#
The 2027 Global Private Bank Investment Solutions Program is a nine-week summer internship designed for students to gain technical and practical knowledge within the Private Bank. The program begins with a week of induction training and orientation. Throughout the summer, participants work alongside industry experts, including client advisors, bankers, and investment specialists, to learn the business and contribute to wealth management strategies. Top performers may be eligible for a full-time or returning internship offer.
What you'll do#
- Work with teams to understand client needs, examine market activities, and execute strategies to help clients meet their financial goals.
- Partner with client advisors, bankers, global investment specialists, and estate experts to recommend investment and wealth management solutions that protect, manage, and grow client portfolios.
- Collaborate with teams including market strategy, equity, and alternative investment groups to conduct research, perform analysis, develop products, and respond to client needs.
- Participate in mentorship, learning sessions, and events to build professional expertise and networks.
What you'll need#
- Pursuing a Bachelor’s or Master’s degree (non-MBA) in Finance, Economics, Business Administration, or Mathematics.
- Expected graduation date between December 2027 and June 2028.
- Currently enrolled in a college or university in the U.S.
- Exceptional interpersonal, communication, analytical, and problem-solving skills.
- A genuine interest in financial markets and macro-level economic trends.
- Ability to work in a team-oriented, fast-paced environment with strong organizational and multitasking skills.
- Must be authorized to work in the U.S. without employment-based immigration sponsorship.
Location & details#
- Location: New York, NY
- Term: Summer 2027
- Modality: On-site
- Status: Paid, full-time internship
