Public Markets Intern - Summer 2027
About the job
- Be a rising senior with a demonstrated interest in finance and investments as a potential career path.
- Have quantitative and analytical skills.
- Have a well-rounded academic background and strong performance in challenging courses.
- Be able to work under pressure and meet tight deadlines.
- Be able to synthesize large amounts of information and develop solutions.
- Be able to manage projects independently and assume a high level of responsibility.
- Be proficient with Microsoft Word, Excel, and PowerPoint.
- Have strong oral and written communication skills.
- Conduct asset-class research, manager research, and general investment diligence.
- Support portfolio managers by analyzing existing holdings and, often, communicating conclusions and recommendations to clients or the investment committee.
- Assist in producing written materials to educate advisors and clients about public-market investments.
- Maintain the company's customer relationship management system, electronic files, operating and investment reports, and other corporate reporting.
- Perform duties needed to support the investment process.
- Familiarity with programming, data analysis, or large language models.
- Experience using Bloomberg Terminal.
- Have a team-oriented character and a strong work ethic.
- Be a self-starter with close attention to detail.
- Have a positive attitude toward challenges.
About the company
Freestone provides independent, fee-only wealth advisory services for select high-net-worth individuals and families, offering a full suite of services to protect, grow, and transfer wealth. It works as a fiduciary, charging fees rather than commissions, and delivers personalized wealth management through investment oversight, tax and estate planning coordination, retirement planning, and risk management with ongoing monitoring. The firm is independently owned and fee-only, which aligns its interests with clients and avoids product-sales conflicts, serving a selective client base with a coordinated set of services. Its goal is to protect, grow, and transfer clients’ wealth across generations while giving them the freedom to focus on what matters most in life.
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Seattle, Washington
Founded
1999
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Simplify's Take
What believers are saying
- Carolyn Barnette joined September 2026, strengthening investment commentary after thirteen BlackRock years.
- Beth Wraga and Jonathan Wittlin expanded San Francisco advisory capacity in 2023.
- May 27, 2026 PEF joint venture broadens Freestone's affordable-housing platform.
What critics are saying
- Citywire reported March 17, 2026, Freestone pursued a minority stake sale via Piper Sandler.
- Private equity minority ownership often pressures advisor autonomy within twelve months.
- Real estate concentration in Seattle, especially August 2026 acquisitions, ties returns to one market.
What makes Freestone Capital Management unique
- 2026 AUM reached $15 billion, signaling real scale in fee-only wealth management.
- Erik Morgan ranked Barron's #6 independent advisor on September 22, 2026.
- Freestone spans wealth advisory and real estate investing across five West Coast offices.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k) Company Match
- Paid Vacation
- Paid Holidays
- Parental Leave
- Company Social Events