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
Responsibilities
Participate in professional development sessions and contribute to meaningful projects
Culture / Corporate Character Project
Advisory deliverables
Capstone Presentation
Qualification
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.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Kelso & Company
2023-03-06Private Equity
2019-11-06Private Equity
Recent News
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