About the role#
Whittier Trust Company offers a 10-week summer internship for students interested in wealth management. This program provides exposure to investment management, fiduciary services, and family office operations. Interns work on-site and participate in a major research project presented to the investment team.
What you'll do#
- Support Client Advisors with daily account management and business development tasks in Salesforce.
- Build and update financial models while conducting market and company research.
- Generate custom reports including cash flow analyses, balance sheets, and portfolio monitoring using tools like Addepar, Bloomberg, FactSet, and Excel.
- Synthesize equity, fixed income, and economic research data.
- Analyze earnings conference calls to evaluate company performance.
- Assist Portfolio Managers with administrative tasks such as presentation creation, printing, and binding.
- Attend client events and help maintain composite performance records.
What you'll need#
- Progress toward a Bachelor's degree, ideally in Finance or Economics.
- Strong quantitative and analytical skills.
- Advanced proficiency in Microsoft Office, specifically Excel.
- Excellent verbal and written communication skills.
- Intellectual curiosity, emotional intelligence, and maturity.
- A demonstrated interest in the wealth management industry.
- Involvement in extra-curricular activities.
- Excellent academic credentials.
Location & details#
- This is a paid, full-time internship for Summer 2027.
- The program runs for 10 weeks, starting June 7, 2027.
- Positions are available in Pasadena, San Francisco, San Diego, and other California locations, as well as Seattle, Washington, and Reno, Nevada.
- Applicants must be authorized to work in the United States. Sponsorship is not available.
About Whittier Trust Company
Whittier Trust Company operates as a multi-family office providing wealth management and fiduciary services. Founded in 1989, the firm maintains its headquarters in Pasadena, California. It serves families and businesses through investment management, estate planning, and philanthropic advisory services. The company employs between 201 and 500 people across multiple offices on the West Coast and in other regions.
How to get in at Whittier Trust Company
Securing an internship at Whittier Trust Company requires speed and a proactive approach. Because early applicants often receive more attention before the candidate pool grows, Intern Insider sends an instant alert the moment a role matching your target is published anywhere. This allows you to submit your materials among the first, ensuring your application is seen early in the process. Reaching out to the right person is just as critical as timing. Intern Insider surfaces the recruiters behind the company's roles so you can contact them directly to ask about the position or a referral. This strategy materially improves your response rates compared to submitting your resume into a general queue.
