Investment Intern

Wayne, PA

Part Time

Student (College)

Waldron Private Wealth (Waldron) is looking for an Investment Intern to be apart of an Internship Program that is a multi-semester program in which students will have the opportunity to learn the wealth management industry and perform job functions within our Investments department. This role will help you develop a thorough understanding of the wealth management process for clientele, including financial planning and investment management responsibilities.

In this role you will:

Develop a thorough understanding of the wealth management process for clientele, including financial planning and investment management responsibilities.
Prepare a wide range of client reports, including investment updates, investment portfolio analysis, portfolio commentary, tax estimates, and allocation proposals.
Execute internal reports and processes, including trade reconciliation, activity reports, and other operational functions.
Assist in the preparation of complex investment portfolio rebalancing decisions and recommendations.
Attend and participate in Investment Department team meetings.
Research technical advisory issues and writing entries for internal-use wiki.
Assist with research and writing firm publications.

Requirements:

Currently enrolled as an undergraduate or graduate student.
Must be able to commit to the internship for multiple semesters.
Must have reliable transportation to and from our office in Wayne, PA.
Ability to work a minimum of 15 hours per week during the school year and 35-40 hours per week during the summer months.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

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Are you legally eligible to work in the US?*

Are you able to begin in the Fall of 2026 and work for a minimum of one additional semester (ideally longer)?*

Are you able to work a minimum of 15 hours during the school year in our local office?*

Are you able to work out of our Wayne, PA office over both the summer and school months?*

Are you able to work full time (40 hours) during the summer months?*

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Investment Intern

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