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Pathstone · 3 months ago

Summer Advisory Internship: Cross-Departmental Learning - Bellevue, WA

Bellevue, Washington, United States

Internship

Onsite

Intern

$25/hr - $25/hr

Pathstone is a dynamic, rapidly growing wealth management firm serving ultra-high net worth families and foundations. The Summer Advisory Internship offers a comprehensive experience in family office services, providing exposure to various departments and opportunities to engage in meaningful projects.

AdviceComplianceConsultingFinancial ServicesInsuranceLegalRisk Management

Senior Management

No H1B

Responsibilities

Participate in professional development sessions and contribute to meaningful projects

Culture / Corporate Character Project

Advisory deliverables

Capstone Presentation

Qualification

Analytical thinkingProblem-solvingResourcefulnessCommitment to excellenceDetail-orientedCommunicationCollaborationSelf-starter

Required

Current junior with 2027 graduation date

Detail-oriented and with strong commitment to excellence

Resourceful, a self-starter able to proactively manage workload

Strong analytical thinker and problem-solver

Empathetic, an exceptional communicator and collaborator with clients and colleagues

Performance focused, committed to learning and developing

Company

Pathstone

Pathstone is a financial service company that provides oriented impact investment solutions inclusive of measurement and reporting tools.

Founded in 2010

Englewood, New Jersey, USA

501-1000 employees

http://pathstone.com

Funding

Current Stage

Late Stage

Total Funding

unknown

Key Investors

Kelso & Company

2023-03-06Private Equity

2019-11-06Private Equity

Leadership Team

Allan Zachariah

Co-Chairman

Recent News

Pathstone Welcomes New Investment from Kelso & Company, Alongside Continued Commitment from Existing Investor, Lovell Minnick Partners

2025-01-27

Company data provided by crunchbase