William Blair is a Premier Global Partnership specializing in Private Wealth Management. The internship offers a comprehensive introduction to advising high-net-worth clients, focusing on financial planning, portfolio construction, investment research, and client relationship management.
Responsibilities
Preparing client presentations and financial analyses
Conducting research on financial markets, investment strategies, and economic trends
Supporting portfolio reviews, performance analysis, and account-related initiatives
Assisting with CRM updates, data management, and reporting processes
Observing client meetings and internal strategy discussions, where appropriate
Participating in team projects and firm-wide intern programming
Qualification
Required
Currently pursuing a bachelor's degree with an expected graduation date between December 2027 and June 2029
Minimum cumulative GPA of 3.5 or higher
Strong analytical, organizational, and problem-solving abilities
Proficiency in Microsoft Office, particularly Excel and PowerPoint
Excellent communication, interpersonal, and presentation skills
Ability to manage multiple priorities in a fast-paced, team-oriented environment
Demonstrated interest in Private Wealth Management and financial markets
High level of professionalism, initiative, and intellectual curiosity
Preferred
Medical, dental and vision coverage
Employer paid short & long-term disability and life insurance
401(k)
Profit sharing
Paid time off
Maven family & fertility benefit
Parental leave (including adoption, surrogacy, and foster placement)
Other voluntary benefits
Discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives
William Blair is a global investment banking and asset management firm.
