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About the Role

Sapient is seeking individuals with a strong interest in financial planning, investment management, and/or family office services to join our 2027 Summer Analyst Program. Participants will gain firsthand experience in portfolio management, client strategy, and process improvement initiatives through project-oriented work culminating in a capstone presentation.

Responsibilities

Gain exposure to all aspects of wealth management, including client advisory, business development, investment management, and operations, by working on projects that influence key business decisions.
Prepare and analyze reports and financial models to support the ongoing analysis of clients’ financial plans and ensure alignment with their goals and objectives.
Assist with critical administrative tasks such as data entry, database maintenance, and document management.
Support investment research and portfolio analysis for client and firm-level strategies.
Assist in preparing client-facing materials, performance reports, and market commentary.
Partner with advisors on financial planning models and scenario analysis.
Assist wealth strategy and investment teams with ad-hoc projects and research to support sophisticated and complex clients.
Regularly engage with firm leadership and senior advisors to build relationships and further understanding of the industry.
Perform other duties as assigned.

Requirements

Active enrollment in a bachelor’s or master’s degree program with a GPA of 3.2 or higher.
Rising seniors majoring in finance, financial planning, economics, accounting, investment management, or equivalent program strongly preferred.
Strong analytical and quantitative skills, with comfort in Excel.
Familiarity with financial modeling or data tools (Python, SQL) is a plus, not a requirement.
Genuine interest in markets, investing, and the wealth-management industry.
Strong intent to pursue the CFP or CFA designation after graduation is strongly preferred.
Clear, professional verbal and written communication skills.
A collaborative, low-ego mindset and a strong sense of ownership over your work.
Discrete and able to follow all guidelines for confidentiality and professionalism.

Skills

Excel
Financial modeling
Data tools
Python
SQL
Financial planning
Investment management
Family office services
Wealth management

Location

Indianapolis
New York
Miami
Chicago
Los Angeles

Work Type

Full-time
In-office

Experience Level

Summer Analyst

Education Level

Bachelor's degree
Master's degree

About the Company

Sapient Capital is a privately owned, independent advisory firm with over $13bn in assets under management, serving ultra-affluent worth families and individuals, foundations, and institutions.
As a fast-growing registered investment advisor (RIA), we specialize in providing our clients with a uniquely tailored service offering including sophisticated investment management, advanced financial planning and comprehensive family office solutions all tied together with cutting-edge technology.

Equal Opportunity

Sapient Capital is an Equal Opportunity Employer.
Sapient does not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law.
All employment is decided based on qualifications, merit, and business need.