Wealth Management Intern

Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. The Wealth Management Intern supports daily work across the firm, gaining exposure to investment operations, wealth planning, and client services.

What you'll do:

• Assist with client performance reporting, trade and cash activity monitoring, and periodic reports (e.g., transactions, cash flow, portfolio drift) that may carry investment implications
• Support Portfolio Managers with market research, manager meeting notes, and day-to-day client portfolio administration
• Contribute to firm-wide initiatives as they arise, which may include work with Wealth Planning, Client Service, Operations, or other teams depending on current priorities

What they're looking for:

• Working towards a bachelor's degree in Finance, Business, or related field
• Familiarity with markets and investments – such as: Mutual Funds, Stocks & Bonds, and Alternative investments (Hedge Funds & Private Equity)
• Proficiency in Word, Excel and Outlook
• Organized, detail-oriented and able to multitask
• Excellent written and verbal communication skills
• Commitment to Legacy's Core Values of… Client First, Work Hard, Excellence, Positive Attitude, Respect, Always Do the Right Thing
• Experience with Bloomberg and performance reporting software is a plus