About the role#
Whittier Trust Company offers a 10-week summer internship program for students interested in wealth management. This is a full-time, paid, on-site position. You will work directly with our Client Advisory and Portfolio Management teams to support high-net-worth clients and their families. This role provides exposure to investment management, fiduciary services, and family office operations.
What you'll do#
- Assist Client Advisors with daily account management and business development tracking in Salesforce.
- Build and update financial models and conduct market and company research.
- Create custom reports, including cash flow analyses and balance sheets.
- Collect and organize equity, fixed income, and economic research data using tools like Bloomberg and FactSet.
- Analyze earnings conference calls and monitor portfolio sector alignment.
- Maintain and track composite performance data.
- Attend and assist with client events.
- Research, write, and present a major project to the investment team.
- Handle administrative tasks such as presentation creation and document preparation.
What you'll need#
- Progress toward a Bachelor's degree, with a preference for Finance or Economics majors.
- Strong quantitative and analytical skills, including advanced Excel proficiency.
- Excellent academic credentials and intellectual curiosity.
- Emotional intelligence and professional maturity.
- Demonstrated interest in the wealth management industry.
- Strong verbal and written communication skills.
- Proficiency in Microsoft Office programs.
- Involvement in extra-curricular activities.
Location & details#
- Term: Summer 2027 (10 weeks starting June 7, 2027).
- Locations: Pasadena, West LA, San Francisco, San Diego, and other California offices, plus Seattle, WA and Reno, NV.
- Authorization: Candidates must be currently authorized to work in the United States. Visa sponsorship is not available.
About Whittier Trust Company
Whittier Trust Company operates as a multi-family office providing wealth management and fiduciary services. Founded in 1989, the firm maintains its headquarters in Pasadena, California. It serves families and businesses through investment management, estate planning, and philanthropic advisory services. The company employs between 201 and 500 people across multiple offices on the West Coast and in other regions.
How to get in at Whittier Trust Company
Securing an internship at Whittier Trust Company requires speed and a proactive approach. Because early applicants often receive more attention before the candidate pool grows, Intern Insider sends an instant alert the moment a role matching your target is published anywhere. This allows you to submit your materials among the first, ensuring your application is seen early in the process. Reaching out to the right person is just as critical as timing. Intern Insider surfaces the recruiters behind the company's roles so you can contact them directly to ask about the position or a referral. This strategy materially improves your response rates compared to submitting your resume into a general queue.
