Posting Description

About the Company:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Internship Program Overview:

Our 10-week Summer Intern Program is designed to provide students with a challenging and meaningful experience supporting the Fiducient Investments Research team. The position involves day-to-day responsibilities and a variety of projects that will allow interns to enhance their industry knowledge. The role is in-person three days a week and remote two days per week.

Location: Chicago, IL or Windsor, CT

Key responsibilities include:

Support research projects within the Investment Team and contribute insights that may help inform client portfolios, including research on market trends, industries, and specific investment opportunities.
Assist with qualitative and quantitative due diligence on investment managers across public markets, marketable alternatives, and private markets.
Prepare and update investment reports, presentations, and related materials.
Maintain and update investment databases to support accurate and timely information.

Qualifications:

Rising junior or senior preferred
Genuine interest in investment research or investment consulting and desire to learn more about the financial services industry
Strong analytical skills with a keen attention to detail, organization skills and time management skills
Ability to work independently and collaboratively in a collegial environment with excellent verbal and written communication skills
Knowledge and experience with Microsoft Office products such as Word, PowerPoint and Excel
Lift and carry materials weighing up to 25 pounds, with reasonable accommodations available to support the performance of essential job functions.

The summer internship experience provides interns with meaningful exposure to the financial services industry. Interns will gain experience in Investments Research function, while building valuable skills for a successful career.

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 – $22.00 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.

Wealthspire is an inclusive Equal Employment Opportunity employer.

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Investments Intern

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