Wittenberg Investments Inc. ยท 7 hours ago
Wealth Management Internship
Detroit Metro
Internship
Onsite
InternWittenberg Investments Inc. is an independent wealth management firm focusing on personalized investment management and financial planning services. They are seeking a Wealth Management Intern to assist with financial planning, investment analysis, and portfolio management while gaining hands-on experience alongside experienced professionals.
Financial Services
Responsibilities
Assisting in financial modeling, portfolio analysis, and investment performance assessments for client accounts
Identifying investment opportunities, analyzing market trends, and evaluating economic conditions that impact wealth management strategies
Supporting the investment review process by analyzing financial statements, assessing risk factors, and researching investment vehicles
Assisting in the preparation of client investment proposals, quarterly reports, and presentation materials
Tracking the performance of client portfolios, monitoring asset allocations, and identifying strategies for optimization
Supporting client communication activities, maintaining client databases, and preparing materials for client meetings
Gaining exposure to asset allocation strategies, diversification techniques, retirement planning, and estate planning considerations
Coordinating meetings, maintaining investment documentation, and assisting with regulatory compliance and reporting requirements
Qualification
Required
Currently enrolled in a Bachelor's or Master's degree in Finance, Business Administration, Economics, Financial Planning, or a related field
Strong interest in wealth management, financial planning, and investment strategies
Excellent analytical skills, attention to detail, and a proactive learning attitude
Benefits
Certificate of Internship Completion
Potential recommendation letters based on performance
Company
Wittenberg Investments Inc.
Wittenberg Investments is an independent, fee-only wealth management firm providing comprehensive investment management and financial planning services to individuals, families, foundations, and institutions.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase