William Blair is a premier global partnership firm specializing in private wealth management. The Private Wealth Management Internship offers a hands-on introduction to advising high-net-worth clients, exposing interns to financial planning, portfolio construction, investment research, and client relationship management. This program aims to develop both technical and interpersonal skills in a collaborative environment.
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
William Blair is a global investment banking and asset management firm.
