AWM Global Advisors · 2 days ago
Investment Associate
SD Metro Area
Internship
Onsite
InternAWM Global Advisors is a firm dedicated to fiduciary excellence in wealth management, serving ultra-high-net-worth families and institutions. They are offering an internship opportunity designed to cultivate the next generation of wealth management professionals, focusing on strategic communications and financial analytics.
ConsultingFinancial ServicesWealth Management
Responsibilities
Craft sophisticated client communications, thought leadership content, and institutional marketing initiatives that resonate across diverse international audiences
Develop editorial content—including articles, white papers, case studies, and digital media—that advances our firm's intellectual capital and market position
Support brand strategy, corporate communications, and stakeholder engagement across multiple platforms and constituencies
Conduct market research, competitive analysis, and content performance measurement to inform strategic decision-making
Collaborate with senior advisors to distill complex wealth strategies into accessible, persuasive prose
Assist in media relations, public affairs, and the cultivation of our firm's reputation in financial services
Execute quantitative analysis supporting investment strategy, portfolio construction, and business intelligence
Develop analytical models and visualization tools that transform complex datasets into actionable insight
Support financial planning initiatives for ultra-high-net-worth clients with cross-border considerations
Collaborate on fintech innovation, including applications in blockchain, digital assets, and machine learning
Qualification
Required
CPT and OPT Candidates Welcome
Exceptional writing and editorial judgment
Proficiency with digital communications platforms and content management systems
Portfolio demonstrating published work, marketing materials, or multimedia content
Comfort navigating the intersection of finance, technology, and global markets
Proficiency in Python, SQL, and R
Experience with data visualization platforms (Tableau, Power BI)
Strong foundation in statistical methods and financial modeling
Bachelor's or Master's degree with distinguished academic achievement
The ability to articulate complex ideas with clarity, diplomacy, and impact—in writing and conversation
Discretion, judgment, and the interpersonal sophistication required in a client-facing environment
Comfort with ambiguity, evolving priorities, and the demands of a dynamic global practice
Interest in—and ideally exposure to—international business, cross-cultural engagement, and global capital markets
Preferred
Multilingual capability, particularly in Mandarin or Spanish, is valued though not essential
Company
AWM Global Advisors
AWM Global Advisors offers wealth management, consulting, investment, retirement and financial planning services.
Founded in 2011
2-10 employees
H1B Sponsorship
AWM Global Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (2)
Funding
Current Stage
Early StageLeadership Team
Ali Alsari
Chief Executive Officer | Chief Investment Officer
Company data provided by crunchbase