About the role#
Whittier Trust Company offers a 10-week summer internship for students interested in wealth management. This is a full-time, paid, on-site program. You will work directly with Client Advisors and Portfolio Managers to support account management, financial research, and client services.
What you'll do#
- Assist Client Advisors with daily account management and business development tasks in Salesforce.
- Create custom financial reports, including cash flow analyses and balance sheets.
- Build and update financial models and track composite performance.
- Conduct market and company research using tools like Bloomberg and FactSet.
- Analyze earnings conference calls to evaluate company performance.
- Collect and organize data on equity, fixed income, and economic trends.
- Support portfolio analysis to ensure alignment with firm outlooks.
- Handle administrative tasks, such as creating presentations and preparing materials for client events.
- Research, write, and present a major project to the investment team.
What you'll need#
- Progress toward a Bachelor's degree, preferably in Finance or Economics.
- Strong quantitative and analytical skills.
- Advanced proficiency in Microsoft Office, with a focus on Excel.
- Excellent verbal and written communication skills.
- Intellectual curiosity and emotional maturity.
- A demonstrated interest in the wealth management industry.
- A record of strong academic performance and involvement in extra-curricular activities.
Location & details#
- Locations: Pasadena, West LA, San Francisco, San Diego, and other California offices, plus Seattle, Washington, and Reno, Nevada.
- Term: Summer 2027, beginning June 7, 2027.
- Work authorization: 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.
