- Company Name
- TIG Advisors, LLC
- Job Title
- Summer 2026 Wealth Management Internship
- Job Description
-
**Job Title:**
Summer 2026 Wealth Management Internship
**Role Summary:**
An eight‑week rotational internship that immerses candidates in private client advisory across Investment Management, Trust & Estate Planning, Family Office Services, Marketing & Business Development, and Family Governance & Philanthropy. Interns collaborate with senior advisors, learn industry‑standard platforms, and contribute to client‑centric projects, culminating in a capstone presentation that synthesizes insights from all rotations.
**Expectations:**
- Commit to full 8‑week program and active participation in all rotations.
- Complete training modules, client reports, proposals, and research projects.
- Produce a portfolio of deliverables (e.g., Addepar reports, investment policy statements, governance frameworks).
- Deliver a final advisory pitch to firm leadership.
- Demonstrate professionalism, teamwork, and proactive learning throughout the internship.
**Key Responsibilities:**
- Attend structured training and shadow professional advisors.
- Operate core wealth‑management tools (Addepar, Salesforce, portfolio rebalancing, Monte Carlo modeling).
- Draft and refine client reports, proposals, and investment policy statements.
- Support investment research, due‑diligence processes, and trust‑and‑estate planning activities.
- Assist with grantmaking, financial tracking, bookkeeping, and bill‑pay support for foundations.
- Contribute to RFP updates, marketing decks, and business‑development materials.
- Develop and review governance frameworks for families and enterprises.
- Participate in mentorship sessions and career‑development discussions.
**Required Skills:**
- Strong analytical and quantitative abilities.
- Excellent written and verbal communication.
- Attention to detail and intellectual curiosity.
- Team‑oriented, professional, and proactive mindset.
- Familiarity with financial analysis software preferred but not required.
**Required Education & Certifications:**
- Rising senior (or equivalent) pursuing a bachelor’s degree in Finance, Economics, Business, Accounting, or related field.
- No mandatory certifications; willingness to learn and engage with proprietary platforms is essential.