2026 Investment Intern - New York, NY
Wealthspire Advisors ?is a New York City-based, independent registered investment advisory firm with over $18B in AUM. We have more than 200 employees serving clients from 18 offices in 10 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com .
Internship Description ? ?
Our 10 week Summer Intern Program is designed to provide?students?a challenging, meaningful and supportive experience that replicates the experience of being a full-time?Wealthspire?Associate. Summer Intern orientation offers a thorough overview of the firm and the opportunity to?learn from?several senior leaders. Following?our two-week?training, interns?are given day-to-day responsibilities?and summer long projects?to contribute throughout their time at Wealthspire. The program also includes challenges, mentoring, philanthropic and networking opportunities.?Wealthspire?is highly committed to the summer intern program and considers it the?primary?pipeline for?our?Associate program.?
Internship Description ? ?
• Assist with data intensive projects related to money manager due diligence
• Help conduct investment manager research?and analysis with members of the investment team
• Research client issues as directed and construct/present responses
• Learn Morningstar Direct, Tamarac, Microsoft Dynamic CRM and SharePoint systems
• Support the CIO, OCIO, Chief Market Strategist and other members of the team with one-off investment-projects ? Qualifications ? ?
• Pursuing Bachelor's Degree in Finance (preferred)?with a graduation date before August 2027
• Interest in investment, wealth management, risk management
• Working knowledge of Microsoft Office Suite (particularly excel and power point) preferred
• Continuously exhibits personal integrity and professional initiative
• Capacity to think critically and devise creative solutions
• Must be organized, detail-oriented and able to manage and prioritize tasks.
• Demonstrates a commitment to accuracy by delivering high quality work.
• Collaborative and able to work effectively with others? ? Benefits ?
• Practical experience?with broad applications??
• Shadowing, mentoring, and training opportunities with seasoned professionals??
• Opportunity?for full time employment after graduation??
• Competitive hourly rate?throughout the internship? Diversity, Equity, Inclusion, and Belonging at Wealthspire
Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
• Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
• Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
• Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business. Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
The hourly range for this position is $20.00 $27.00 per hour. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together.
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
