Top Tech Jobs & Startup Jobs in Boston, MA

Summer interns rotate through financial planning and wealth management, investment analysis and management, and high-net-worth client groups. Responsibilities include supporting wealth planning and investment teams, conducting research, leading client-driven projects, and applying analytics and problem-solving skills. The program provides mentoring, networking, and exposure to comprehensive wealth management. Candidates should be curious, adaptable, communicative, resourceful, and able to work independently and collaboratively.

Summer rotational internship at a wealth management firm, rotating through financial planning and wealth management, investment analysis and management, and high-net-worth client services. Interns support client-facing teams, conduct research, lead assigned projects, and provide analytics and problem-solving support. The program offers mentoring, networking, and broad exposure to wealth management careers. It is open to college juniors, seniors, and graduate students, with remote work available and hybrid or in-person participation encouraged.

Summer interns rotate through financial planning and wealth management, investment analysis and management, and high-net-worth client groups. Responsibilities include supporting wealth planning and investment teams, leading research and client-driven projects, and providing analytics and problem-solving assistance. The program emphasizes mentorship, professional networking, communication, initiative, teamwork, and practical exposure to comprehensive wealth management.

Supports wealth planning teams by preparing client financial reports, evaluating data from multiple sources, researching client issues, and performing analyses such as estate flow diagrams, cash flow forecasting, and financial planning research. The role requires strong organization, communication, discretion, attention to detail, and the ability to prioritize tasks while working with sophisticated clients and senior stakeholders.

The Senior Investment Advisor independently develops and delivers investment strategies for complex client engagements, assessing goals, objectives, and risk tolerance. Responsibilities include client discovery and presentations, portfolio strategy, review of rebalancing and tax-loss harvesting plans, compliance oversight, mentoring junior staff, and contributing to investment-group leadership. The role requires strong investment, portfolio management, quantitative, communication, and problem-solving skills, along with the ability to work independently and advise sophisticated clients.

Support sourcing, research, due diligence, and financial analysis for private market investments (private equity, private credit, real assets). Maintain manager databases, prepare investment committee materials, coordinate transaction execution with operations and service providers, and support portfolio management and partner relationships.