About the role#
Whittier Trust Company is offering a 10-week summer internship program for 2027. This is a full-time, paid, on-site opportunity. You will work with our teams to support client services, investment management, and research initiatives.
What you'll do#
- Support Client Advisors with account management, including creating cash flow analyses and balance sheets.
- Build and update financial models and conduct market and company research.
- Assist Portfolio Managers by generating custom reports and analyzing equity, fixed income, and economic data.
- Use tools like Bloomberg, FactSet, and Salesforce to organize client information and research.
- Analyze earnings conference calls and track composite performance.
- Assist with client events and administrative tasks such as presentation creation and document preparation.
- Research, write, and present a major project to the investment team.
What you'll need#
- Progress toward a Bachelor’s degree, with a preference for Finance or Economics majors.
- Strong quantitative, analytical, and research skills.
- Advanced proficiency in Microsoft Office, specifically Excel.
- Excellent verbal and written communication skills.
- Intellectual curiosity, emotional intelligence, and maturity.
- Demonstrated interest in the wealth management industry.
- A record of strong academic performance and involvement in extra-curricular activities.
Location & details#
- Locations: Pasadena, Los Angeles, San Francisco, San Diego, Seattle, and Reno.
- Term: Summer 2027 (10 weeks).
- 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
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