Wealth Management ( Portfolio Construction)

The PanHellenic Scholarship Foundation Internship Alliance Program builds strong partnerships with leading companies to help secure internship opportunities for our talented young professionals and increase their visibility among recruiters in competitive applicant pools.

This program enables young Hellenes to be referred, recommended, or reserved for select internship opportunities within our trusted partner network, boosting visibility of their applications.

Eligibility:
To explore through the Internship Alliance, students must be a: 

1. PanHellenic Scholarship Foundation Alumna or Alumnus

2. PanHellenic Young Leader (for non-scholarship Alumni)

To best support you and your potential applications, transparency and timely communication with the Director of Internships is essential for all interested candidates.  

BEFORE YOU APPLY, ALL Interested applicants MUST meet with the PanHellenic Director of Internships. Please contact at gtsakos@panhellenicsf.org.

Not yet a PanHellenic Young Leader? Apply today at panhellenicsf.org/phyl.

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Wealth Management (Construction Portfolio) Description

Summary:

The Wealth Management Intern assists the members of the Wealth Management team by providing administrative support and excellent project management skills.

Primary Responsibilities:

• Participates in new client onboarding process

• Assists in data/statement gathering and understands financial planning

• Assists with preparing for client reviews and observes the prospecting process

• Exposure to back office Operations and Compliance

• Conducts data analysis to support team initiatives and priorities

• Observes and assists Investment Team with proposal generation and due diligence

• Supports Marketing initiatives

• Special projects as assigned

Preferred Qualifications:

• Currently enrolled (rising junior and senior) in a Bachelor’s degree or  MBA program

• Evidence of challenging curriculum and a minimum 3.0 GPA.

• Independent and original thinker

• Strong level of integrity with an entrepreneurial spirit

• Demonstrated interest within the investment management industry is preferred

• Intermediate knowledge of Microsoft Office applications – Excel, PowerPoint and Word

For Illinois Applicants only: the expected hourly rate for this position is $22/hr.