Summer Advisory Internship: Cross-Departmental Learning - Bellevue, WA jobs in United States
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Pathstone ยท 1 day ago

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

Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families. The Summer Advisory Internship offers a deep dive into the advisory function with exposure to various departments, allowing interns to collaborate on real projects and gain a holistic view of the client experience.

AdviceComplianceConsultingFinancial ServicesInsuranceLegalRisk Management
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Senior Management
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Responsibilities

Participate in professional development sessions and contribute to meaningful projects
Culture / Corporate Character Project
Advisory deliverables
Capstone Presentation

Qualification

ResourcefulAnalytical thinkerExceptional communicatorCollaboratorDetail-oriented

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

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

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Kelso & Company
2023-03-06Private Equity
2019-11-06Private Equity

Leadership Team

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Allan Zachariah
Co-Chairman
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Company data provided by crunchbase