2027 Performance Analytics Intern - Chicago, IL

Posting Description

About the Company:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Internship Program Overview:

Our 10-week Summer Intern Program is designed to provide students with a challenging and meaningful experience supporting the Fiducient Advisors Performance Analytics team. The position involves day-to-day responsibilities and a variety of projects that will allow interns to enhance their knowledge of the financial services industry. The role is in-person three days a week and remote two days per week.

Location: Chicago, IL or Windsor, CT

Key responsibilities include:

• Support the onboarding of new clients within Fiducient’s performance systems.
• Enter, update, and maintain accurate data across performance and CRM systems.
• Use Excel to reconcile performance data and help identify discrepancies.
• Participate in training and professional development opportunities with Performance team leaders.
• Assist with ad hoc projects and other team initiatives as assigned.
• Perform responsibilities in a primarily seated office environment, with regular communication and occasional standing, walking, reaching, and use of hands and fingers.
• Lift and carry materials weighing up to 25 pounds, with reasonable accommodations available to support the performance of essential job functions.

Qualifications:

• Preferably a rising senior
• Finance, Business, or Economics major required
• Excellent attention to detail
• Strong organizational and prioritization skills
• Problem solving skillset, paired with the ability to handle multiple projects at one time
• General enthusiasm about investments / the financial services industry
• Proficiency using Microsoft suite products, especially Microsoft Excel

The summer internship experience provides interns with meaningful exposure to the financial services industry. Interns will gain experience in Performance Analytics function, while building valuable skills for a successful career.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

The hourly range for this position is $20.00 – $22.00 per hour. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.

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