Retirement Investment Intern
About the job
- Demonstrated leadership experience in college, community, internship, or co-op experience.
- Knowledge of Microsoft Outlook, Excel, PowerPoint, and Word.
- Interest in the investment advisory and/or financial services industry.
- Assist the Investment Team with gathering, organizing, and tracking data related to retirement income products.
- Develop a foundational understanding of capital markets, asset allocation, and key investment concepts.
- Support quarterly investment updates, research initiatives, and other team projects.
- Contribute ideas and insights while building knowledge of retirement investments.
- Assist the Investment Team with ongoing, proactive due diligence on investment managers.
- A rising senior at a four-year university is preferred.
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 Internship Program provides hands-on experience with modern software engineering, offering exposure to both development and infrastructure. As an intern, you will work alongside the engineering team on meaningful projects and gain insight into how code moves from concept to production in a secure, reliable, and repeatable way. You will contribute to development activities while building practical skills in scalable engineering practices that support efficient delivery and operational reliability. This opportunity is designed to help you develop production-relevant experience and a strong understanding of how business priorities are transformed into secure, sustainable technology solutions.
Location: Denver, CO
Key responsibilities include:
- Assist the Investment Team with gathering, organizing, and tracking data related to retirement income products.
- Develop a foundational understanding of capital markets, asset allocation, and key investment concepts.
- Support quarterly investment updates, research initiatives, and other team projects.
- Contribute ideas and insights while building knowledge of retirement investments.
- Assist the Investment Team with ongoing, proactive due diligence on investment managers.
Qualifications:
- Rising senior of a four-year university preferred
- Demonstrated leadership experience in college, community, internship, or co-op experience
- Knowledge of Microsoft Outlook, Excel, PowerPoint, and Word
- Interest in Investment Advisor and/or Financial Services Industry
The summer internship experience provides interns with meaningful exposure to the financial services industry. Interns will gain experience in IT/AI 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.
#Wealthspire
2590775About the company
Aon provides risk management, retirement, and health solutions to businesses, governments, and individuals through consulting, brokerage, and software tools. It uses data and analytics to tailor insights and advice across risk assessment, benefits design, and workforce optimization, with revenue from fees and commissions. Its global footprint and mix of services enable integrated risk, retirement, and health solutions that go beyond firms focused on a single area. Its goal is to shape decisions to protect and enrich lives worldwide by helping clients manage risk and optimize benefits.
Company Size
10,001+
Company Stage
IPO
Headquarters
London, United Kingdom
Founded
1919
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Simplify's Take
What believers are saying
- USI adds $3 billion revenue and 10,500 employees across middle-market brokerage.
- Aon targets $395 million annual synergy from USI, accretive by 2028.
- Digital infrastructure demand keeps expanding, boosting Aon's lifecycle insurance programs into 2027.
What critics are saying
- Aon's $17 billion USI deal closes in Q4 2026, loading massive debt.
- S&P revised Aon to negative on August 31, 2026, after USI announcement.
- DOJ-style antitrust scrutiny follows Aon's broker consolidation after WTW collapse in 2021.
What makes Aon unique
- Aon's DCLP reached $5 billion in July 2026 for digital infrastructure.
- Aon launched PLP on September 28, 2026, bundling power-project insurance end-to-end.
- Aon pairs brokerage with analytics, risk engineering, and lifecycle risk-transfer programs.
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Benefits
- Hybrid Work Options
Growth & Insights and Company News
6 month growth
12%1 year growth
12%2 year growth
12%Sword taps former Aon executive Caroline McGoldrick as Chief Strategy Officer. Published. October 27, 2026 Sword has hired Caroline McGoldrick as Chief Strategy Officer, bringing in an executive who managed a 250-person specialty team at Aon to lead corporate strategy, product innovation, and market expansion. Her responsibilities span adoption of AI-supported services across physical health, mental health, and care operations. Working with the executive team, she will help guide expansion across those areas as the business broadens its care offerings. Most recently, she served as senior vice president and North America innovation and integrated solutions leader within Aon's Health Solutions practice. Her team covered innovation, health transformation, clinical care, pharmacy, leave, and compliance. Before Aon, she spent 13 years as a partner at Mercer, advising executives and benefits leaders across thousands of global organizations. "Caroline has spent 25 years helping the world's largest employers navigate healthcare's complexities," Founder and CEO Virgílio Bento stated. Her appointment brings that employer advisory experience into a business combining AI models with licensed clinicians across an expanding range of health services.
Chubb posts record $5.79bn P&C underwriting income for first 9M'26. 21st October 2026 - Author: Kane Wells - Chubb has reported record property and casualty (P&C) underwriting income of $5.79 billion for the first nine months of 2026, up 33.7% year on year, with a P&C combined ratio of 84%. For the first nine months of 2026, Chubb's gross premiums written increased 4.8% year on year to $52.86 billion, while net premiums written rose 5.1% to $43.85 billion. Chubb's net income before accounting for non-controlling interests was $7.97 billion for the period, compared with $7.45 billion a year earlier. After the non-controlling interest adjustment, net income reached $8.02 billion, up from $7.1 billion in the same period of 2025. Net investment income grew 10.1% to $5.26 billion in the first nine months of 2026. For Q3 2026 alone, Chubb reported net income growth of 1.5% to $2.84 billion, while gross premiums written increased 1.6% to $18.36 billion. Net premiums written rose 1.9% to $15.14 billion. Evan G. Greenberg, Chairman and CEO of Chubb, commented, "We had a really strong quarter with strong contributions from all of our businesses. Our diversification is highly supportive of growth and sustained margins which speak to our underwriting discipline, a hallmark of our company." Within P&C, net premiums written increased 1.9% to $13.18 billion in Q3 2026, equivalent to growth of 1.6% in constant dollars. However, P&C underwriting income fell 8.8% to $2.06 billion from $2.26 billion in Q3 2025, while the combined ratio deteriorated to 84.1% from 81.8%. Global P&C, excluding agriculture, recorded net premiums written of $11.65 billion in Q3 2026, up 1.5% year on year. Underwriting income in the segment declined 8.9% to $1.89 billion from $2.08 billion, while its combined ratio increased to 83.4% from 81%. Chubb's life insurance business reported net premiums written of $1.96 billion in Q3 2026, up 1.4% from $1.93 billion in Q3 2025. Segment income increased 11.4% to $369 million. Total pre-tax net catastrophe losses reached $705 million in Q3 2026, compared with $285 million in the same period of 2025. However, total pre-tax favourable prior period development also increased, reaching $511 million compared with $361 million a year earlier. Greenberg continued, "P&C underwriting, investment and life income results led to core operating earnings of $2.98 billion, or $7.66 per share. Due to particularly light CAT losses last year, earnings are down 2% and up 1% per share from 2025. "For the first nine months of the year, which is a more meaningful perspective, core operating income is a record $8.6 billion, or $21.94 per share, up 21% and 24.5%, respectively, from the prior year. "Annualised core operating return on tangible equity is 21.6% and core operating ROE is 14.9%. Tangible book value per share is up 5.7% from the prior year. This was impacted by the mark-to-market due to higher interest rates. Adjusting for AOCI, tangible book value per share increased 15.4%. "For the quarter, P&C underwriting income is $2.1 billion, which led to a combined ratio of 84.1%, and on a current accident year ex-CAT basis, its combined ratio is 82.6%, simply excellent. Year-to-date underwriting income of $5.8 billion is up nearly 34% from 2025. "On the investment side of its business, adjusted net investment income is a record $1.9 billion, supported by rising interest rates and an excellent fixed-income investment environment, which Reinsurance Group has been anticipating for some time, given government deficits and the capital investment cycle. "On the alternative asset side, as publicly announced in the quarter, Strategic Holdings, its holding company partnership with KKR, agreed to sell its investment in USI Insurance Services to Aon, which is expected to result in a realised gain of $460 million on an investment of $740 million. "While the market continues to grow more competitive in commercial P&C across the board, particularly in the U.S. and London, the substantial majority of its underwriting businesses grew in the quarter, with the balance flat or purposely shrinking due to inadequate pricing or terms. "Reinsurance Group is benefiting from its diversification. Overseas General grew 6.7%, with Latin America up 11.7%, Asia up 7.5% and Europe up about 7%. North America personal lines was up 5.3% and agriculture was up 5.1%. North America commercial was down 2.7%, impacted by a reduction in exposure, including increased use of reinsurance and underwriting related non-renewal actions, predominantly property and financial lines-related. I fully expect North America commercial growth to improve in future quarters. "Our deep local presence and capabilities globally, our large and growing invested asset along with rising interest rates, and operating discipline provide us continued growth opportunities and sustainability of value creation. I am confident in our ability to continue to outperform and to generate strong growth in operating earnings and EPS and, most important, double-digit growth in tangible book value."
AUB Group to acquire Aon's One Underwriting Australia. AUB Group has entered into an agreement to acquire One Underwriting Australia from Aon, subject to regulatory approval and customary completion conditions, according to a LinkedIn update. AUB Agencies... To continue reading the full article and get full access to the InsuranceAsia News platform, please enquire about a subscription. Your company may already have a corporate license in place. * Senior liability underwriter Jane Makin swaps Berkley Insurance Australia for Dual Australia * October 21 She had spent over three and a half years at Berkley Insurance Australia having joined from Inglis Insurance Brokers as an underwriter in March 2023. * Dual strengthens title, legal indemnity capabilities with new international binder * October 21 New capacity of up to US$428m enhances the MGA's ability to support complex cross-border transactions through increased limits and broader geographical reach, including APAC. * Canopius replaces Pacific International as Miramar Sports' capacity provider * October 19 Coverage limits include US$14m for general and products liability, and US$7m for professional indemnity, the underwriting group tells InsuranceAsia News. * Emerging markets-focused MGA Athena Re gets Lloyd's coverholder approval * October 10 London-based MGA reinsuring Africa, Asia, Pacific and Latin America will operate a cyber insurance binder, with additional lines to be introduced in the coming months. Partner Content * Zurich | Why resilience will define the winners of Asia's clean energy transition Planning for future conditions from the outset can improve operational reliability, reduce potential disruption and protect long-term asset value. * Sedgwick | Captives in Asia: From Niche Solution to Strategic Risk Platform Captive insurance has evolved from niche tool to strategic risk infrastructure in Asia, with connected claims data seen as key to unlocking its full value. * BlackRock | Rethink the rules: how TAA and ETFs are reshaping portfolio construction BlackRock's Daniel Caderas and MSCI's Raman Aylur Subramanian explain why tactical asset allocation (TAA) and exchange-traded funds (ETF) have become essential as global markets fragment and static allocations lose their reliability. * BlackRock | Infrastructure comes of age for insurers Are insurers capturing full value from the asset class? BlackRock shares its perspective.
Ergo Insurance appoints Prasirt Rerkumnuaychok as chief distribution officer. Ergo Insurance Thailand has appointed Prasirt Rerkumnuaychok as chief distribution officer, effective from last Friday, according to a LinkedIn update. The appointment is part of "Ergo Thailand's ongo... To continue reading the full article and get full access to the InsuranceAsia News platform, please enquire about a subscription. Your company may already have a corporate license in place. * 'Full-circle moment' as Kathleen Warden returns to Chubb as head of ANZ P&C * October 20 She is a well known name in Australia's insurance industry, having previously served as CEO of AIG Australia. * Exclusive: MG Geraghty hires Howden's Phil Steel as head of business development * October 20 Steel, who starts his new role on Tuesday, was previously an associate director at Howden Hong Kong. * Specialist Risk Group Australia adds Simon McMahon to credit, political risk team * October 20 Sydney-based McMahon joins as a partner from Aon, where he was part of the structured credit and surety solutions team. * Marsh hires Sulav Saha as head of digital for Pacific region * October 19 He was previously with Aon for more than five years. Partner Content * Zurich | Why resilience will define the winners of Asia's clean energy transition Planning for future conditions from the outset can improve operational reliability, reduce potential disruption and protect long-term asset value. * Sedgwick | Captives in Asia: From Niche Solution to Strategic Risk Platform Captive insurance has evolved from niche tool to strategic risk infrastructure in Asia, with connected claims data seen as key to unlocking its full value. * BlackRock | Rethink the rules: how TAA and ETFs are reshaping portfolio construction BlackRock's Daniel Caderas and MSCI's Raman Aylur Subramanian explain why tactical asset allocation (TAA) and exchange-traded funds (ETF) have become essential as global markets fragment and static allocations lose their reliability. * BlackRock | Infrastructure comes of age for insurers Are insurers capturing full value from the asset class? BlackRock shares its perspective.
Company acquisitions in Argentina grow 31% in value and defy regional decline. The country was the only one of the six main Latin American markets where both the number and value of mergers and acquisitions increased during the first nine months of 2026. October 15, 2026 | 05:45 AM Buenos Aires - While mergers and acquisitions decline in Latin America, Argentina shows a different behavior. During the first nine months of 2026, the country recorded 31% growth in the value of company purchase and sale transactions, against a 5% drop at the regional level. According to the Quarterly Report on the Latin American Transactional Market-3Q 2026, prepared by TTR Data in collaboration with Datasite and Aon, Argentina accumulated 203 transactions for US$6,515 million between January and September. The number of transactions increased 4% year over year. Thus, Argentina was the only one of the six main markets analyzed that recorded increases in both indicators. In Latin America as a whole, 1,720 transactions were counted for US$78,812 million, with a 26% drop in number and 5% in value. How Argentina stood against Brazil, Chile, and Mexico. * Brazil continued to lead the regional market, with 968 transactions for US$49,190 million. However, the number of transactions fell 31%, although its value rose 31%. * Chile ranked second by number of transactions, with 239 transactions, 12% less than a year earlier. Mobilized capital fell 24%, to US$5,556 million. * Mexico recorded 200 transactions, with a 12% decrease in number and 25% in value, to US$14,549 million. * Argentina, with 203 transactions, ranked third in the regional ranking by number, ahead of Mexico, Colombia, and Peru. What sectors attract buyers. The report identifies energy, mining, and telecommunications infrastructure among the relevant sectors for large mergers and acquisitions in Latin America. In Argentina, Vaca Muerta continues to generate corporate movements. Among the standout transactions of 2026 is the acquisition of Equinor (EQNR) assets by Vista Energy (VIST). The growth in the value of acquisitions also occurs in a more selective regional market. According to TTR Data, private equity transactions fell 20% in number, although mobilized capital increased 97%, to US$14,566 million. In venture capital, transactions fell 36%, to 272 transactions, for US$3,525 million. International interest is also reflected in cross-border transactions. According to TTR Data, North American companies led strategic acquisitions in Latin America, with 283 transactions through September 2026, followed by European (225) and Asian (59). In turn, Latin American companies completed 58 transactions in Europe and 33 in North America.