Internship 2026 at Whittier Trust

SummaryWhittier 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 familys 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.Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat nimble and uniquely attuned to the needs and desires of both todays entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. 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.The position offers a competitive compensation package including base salary performance bonus equity consideration excellent medical and retirement plans.Please attach your most recent transcripts. Unofficial transcripts are acceptable.Essential Duties and Responsibilities May Include: Assisting Client Advisors with daily account managementCreating custom reports such as cash flow analyses and balance sheetsAssisting with organizing and streamlining client and business development information on SalesforceAssisting and attending client eventsResearching industry related topics and presenting where applicableBasic administrative tasks on behalf of the Client Advisory team including presentation creation and book bindingAd hoc tasks for Client Advisors as directedFinancial model building and updating market research and company researchResearching creating and generating custom reports for Portfolio Managers to monitor accounts using Addepar Bloomberg FactSet and ExcelAssisting with collecting synthesizing and organizing equity fixed income and economic research dataMaintaining and ensuring accuracy of financial modelsAnalyzing earnings conference calls to Analysts to assist in evaluating recent company performance and disseminating information to internal departments as applicableProviding research using Bloomberg FactSet and other data providers to create reports and graphs for client presentations as directedAssisting in analyzing portfolios to ensure they reflect Whittier Trust sector and security outlookMaintaining and tracking composite performanceAssisting in some administrative tasks in relation to supporting the Portfolio Manager including presentation creation printing and bindingResearching writing and presenting major project to Investment and wider WTC teamQualifications Excellent academic credentialsProgress towards Bachelors Degree finance or economics preferred but NOT essentialQuantitative and analytical skillsIntellectual curiosityEmotional intelligence and maturityDemonstrated strong interest in the wealth management industryAdvanced computer skills across all Microsoft Office programs.Advanced Excel skillsVery strong verbal and written communication skillsExtra-curricular activities outside of schoolPriority will be given to students graduating in 2026 and 2027LocationsInternships are available in our Pasadena Orange County West LA San Francisco San Diego California offices along with Seattle WA and Reno NV offices.Duration The Internship Program will be run for 10 weeks during Summer of 2026. Our expected start date is Monday June 8th 2026. Application Process A working visa sponsorship is NOT available. Applicant(s) must be currently authorized to work in the United States.We will be in contact with you after the December 31st deadline.Application Deadline: December 31st 2025Video screening Interviews: January 12th 19th 2026Final Round Interviews: January 26th - 30th 2026Offer Letters Sent: Friday February 6th 2026Required Experience:Intern Employment Type : Intern Experience: years Vacancy: 1