2027 Wealth Intern - Chicago, IL

Wealthspire is hiring a Summer Analyst intern to support the Fiducient team through a 10-week rotational program across private wealth and family office, mergers and acquisitions and strategic growth, and financial institutions research. The intern will contribute to client and investment research, reporting, due diligence, and strategic project materials while gaining exposure to advisory work.

What you'll do:

• Assist with preparation of client meeting materials and portfolio summaries
• Conduct investment and market research to support client discussions
• Support financial planning analysis (cash flow, asset allocation, tax considerations, estate structures)
• Observe client meetings and internal strategy sessions
• Assist with family office initiatives such as reporting, governance materials, or consolidated balance sheet analysis
• Support research on prospective acquisition targets (RIA landscape, trust companies, accounting firms, etc.)
• Assist with industry research and competitive benchmarking
• Help prepare internal memos and presentation materials for leadership discussions
• Conduct preliminary due diligence support (public information gathering, financial summaries, market analysis)
• Track key industry trends in wealth management consolidation
• Assist in summarizing manager research and investment commentary
• Support data compilation and performance reporting

What they're looking for:

• Rising junior or senior undergraduate student (Finance, Economics, Accounting, or related field preferred)
• Interest in wealth management, investment consulting, or financial services
• Ability to work independently and collaboratively in a collegial environment
• Professional communication skills (written and verbal)
• Strong analytical skills with a keen attention to detail, organization skills and time management skills
• Knowledge and experience with Microsoft Office products such as Word, PowerPoint and Excel
• Finance, Economics, Accounting, or related field preferred

Benefits:

• This position may be eligible for performance-based incentives.