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About the Role
Whittier Trust is seeking dedicated professionals to grow their skills in client service. Our flat, nimble organization is attuned to the needs of entrepreneurs and legacy family members. We offer a corporate culture of client-focus, collaboration, performance, accountability, and family orientation, leading to long-term career satisfaction and low employee turnover.
Responsibilities
- Assisting Client Advisors with daily account management
- Creating custom reports such as cash flow analyses and balance sheets
- Assisting with organizing and streamlining client and business development information on Salesforce
- Assisting with and attending client events
- Researching industry-related topics and presenting where applicable
- Performing basic administrative tasks on behalf of the Client Advisory team, including presentation creation and book binding
- Completing ad hoc tasks for Client Advisors as directed
- Building and updating financial models, conducting market research, and company research
- Researching, creating, and generating custom reports for Portfolio Managers to monitor accounts using Addepar, Bloomberg, FactSet, and Excel
- Assisting with collecting, synthesizing, and organizing equity, fixed income, and economic research data
- Maintaining and ensuring the accuracy of financial models
- Analyzing earnings conference calls to assist in evaluating recent company performance and disseminating information to internal departments
- Providing research using Bloomberg, FactSet, and other data providers to create reports and graphs for client presentations
- Assisting in analyzing portfolios to ensure they reflect Whittier Trust sector and security outlook
- Maintaining and tracking composite performance
- Assisting with administrative tasks in supporting the Portfolio Manager, including presentation creation, printing, and binding
- Researching, writing, and presenting major projects to the Investment and wider WTC team
Requirements
- Excellent academic credentials
- Quantitative and analytical skills
- Intellectual curiosity
- Emotional intelligence and maturity
- Demonstrated strong interest in the wealth management industry
- Advanced computer skills across all Microsoft Office programs
- Advanced Excel skills
- Very strong verbal and written communication skills
- Extra-curricular activities outside of school
- Must be currently authorized to work in the United States
- Attach most recent transcripts (unofficial acceptable)
Skills
- Microsoft Office Suite
- Excel
- Salesforce
- Addepar
- Bloomberg
- FactSet
Location
- Pasadena, California
- Orange County, California
- West LA, California
- San Francisco, California
- San Diego, California
- Seattle, Washington
- Reno, Nevada
Work Type
- Internship
- Full-time
Experience Level
- Student
- Entry Level
Education Level
- Progress towards Bachelor’s Degree (finance or economics preferred)
About the Company
- Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
- Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office.
- Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today.
- Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
- Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction.
- Employee turnover is low because of a high level of engagement and career fulfillment.