Summer Analyst - Private Wealth Management Internship

Tolleson Wealth Management is seeking a Summer Analyst Intern for its Private Wealth Management summer program. The intern will prepare financial analyses across personal wealth management topics and complete rotations through teams including client advisory, investments, philanthropy, trusts, and private banking.

What you'll do:

• Prepare financial analyses for various personal wealth management topics, including investments, estate planning, tax planning, debt management and insurance
• Complete rotational program by rotating through a minimum of three of the following teams: Client Advisory Team – Learn the fundamentals of private wealth management and update client financial information (balance sheets, quarterly reporting information, reallocations, etc.) Complete various client-specific projects such as real estate evaluations, private equity evaluations, personalized investment research, private aviation research, and other projects on an as-needed basis
• Investment Team – Learn TWM’s investment strategies, review current and potential asset managers, compile and analyze historical financial data, and conduct quantitative and graphical analyses
• Philanthropy Team – Track and analyze historical client philanthropic giving, perform due diligence on charities of client interest, and learn fundamentals of charitable planning
• Trust Team – Learn essentials of trust administration and operations, including standard estate planning documents such as wills, trust agreements, and powers of attorney
• Private Banking Team – Learn about banking and lending needs for bank clients including mortgage loans, business loans, lines of credit, and deposit accounts

What they're looking for:

• Must be an active Junior or Senior college student working towards a bachelor's degree in business, accounting or finance from an accredited university or college
• Graduation date on or before May 2028
• Minimum GPA of 3.3 (overall)
• Strong financial analytical skills and understanding of basic financial concepts
• Desire to learn and grow professionally in the personal wealth management/multi-family office business
• Experience using Windows based software, including Microsoft Excel and PowerPoint
• Availability to work 40 hours a week at our Dallas Highland Park office for the 10-week program

Benefits:

• Assigned mentor with various additional team coaches throughout the summer program
• 10-week rotational program through a minimum of three private wealth management teams