About the role#
Whittier Trust Company offers a 10-week summer internship for students interested in wealth management. This program provides exposure to both Client Advisory and Portfolio Management teams. You will work on real-world projects, assist with data analysis, and support our professional staff in serving high-net-worth families. This is a full-time, paid position.
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.
- Create custom reports, including cash flow analyses and balance sheets.
- Analyze earnings calls and synthesize equity, fixed income, and economic research data.
- Use tools like Bloomberg, FactSet, and Excel to generate reports for Portfolio Managers.
- Assist with tracking composite performance and ensuring portfolio alignment with firm outlooks.
- Handle administrative tasks such as presentation creation and document preparation.
- Research, write, and present a major project to the investment and wider team.
- Attend and assist with client events.
What you'll need#
- Current progress toward a Bachelor's degree, ideally 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.
- Involvement in extra-curricular activities.
- Excellent academic credentials.
Location & details#
- Locations: Pasadena, Orange County, West LA, San Francisco, San Diego, Seattle, and Reno.
- Term: Summer 2027 (10 weeks).
- Modality: On-site.
- Work Authorization: Applicants must be authorized to work in the United States. We do not provide sponsorship.
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.
