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 position based on-site at our offices in Pasadena, Orange County, West LA, San Francisco, San Diego, Washington, or Nevada. The program runs during the summer of 2027.
What you'll do#
Interns support our Client Advisory and Portfolio Management teams through a variety of analytical and administrative tasks. You will gain exposure to the daily operations of a multi-family office.
- Assist Client Advisors with account management and organize business development data in Salesforce.
- Build and update financial models and conduct market and company research.
- Create custom reports including cash flow analyses, balance sheets, and portfolio performance tracking.
- Synthesize equity, fixed income, and economic research data to support investment decisions.
- Analyze earnings conference calls to evaluate company performance.
- Assist with client events and provide administrative support for presentations.
- Research, write, and present a major project to the investment and wider firm team.
What you'll need#
We look for students who demonstrate maturity and a genuine interest in the wealth management industry. Priority is given to those graduating in 2026 or 2027.
- Progress toward a Bachelor's degree, ideally in Finance or Economics.
- Strong quantitative, analytical, and research skills.
- Advanced proficiency in Microsoft Office, particularly Excel.
- Excellent verbal and written communication skills.
- Intellectual curiosity and a record of extra-curricular involvement.
- Ability to work in the United States without sponsorship.
Location & details#
- Locations: Pasadena, Orange County, West LA, San Francisco, San Diego (California), Washington, and Nevada.
- Duration: 10 weeks, beginning June 7, 2027.
- Modality: On-site.
- Compensation: This is a paid internship.
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.
