Private Wealth Intern - Summer 2020
CARDINAL INTERNSHIP: New York, NY. A Wesleyan alumnus wants to hire a Wes student for the summer to assist his wealth management team. Excellent opportunity to learn private wealth management within a large Wall Street financial institution. Great mentoring and networking potential.
TO APPLY: please apply BOTH ways, steps 1 AND 2!
- FIRST, email your approved resume and a cover letter, addressed to Mr. Jonathan Torop, Managing Director, Wealth Management. [Dear Mr. Torop, ... ] to jonathan.torop@ubs.com. After reviewing UBS's website and considering the information below, explain in your letter why this is an excellent opportunity for you. No need to contact Mr. Torop prior to your application.
- THEN, please apply through Handshake. This enables us to track your application to confirm it has been received by UBS.
JOB DESCRIPTION:
- participate in the wealth management team's daily activities
- sit in on client calls; take accurate and thorough notes; summarize in quick and succinct reports
- research prospective client's background information and write reports
- assist with various projects
- meet staff from other areas of UBS
QUALIFICATION/DESIRED TRAITS:
- minimum GPA: 3.0
- strong oral and written communication skills; must be able to quickly encapsulate varying concepts in a succinct report
- intellectual curiosity; natural tendency to ask questions; eager to learn
- posses a serious approach to work, while maintaining flexibility and a sense of humor
- be comfortable in a variety of social situations; enjoy interacting with people
- be genuinely interested in finance (note: prior experience with finance is not required)
ELIGIBILITY:
- all class years and academic majors
NOTES:
- the internship is meant to be held in the New York office, however, it may be conducted remotely, depending on status of the virus epidemic
- this opportunity is not intended to serve as a pipeline for a full-time, entry-level job after graduation