



The Intern gains experience and an overall feel for the company and the financial services industry by attending meetings, delivering presentations, exploring business-specific tasks, and working closely with cross-functional groups to better understand the organization. Over the 10-week summer internship program, this job participates in a robust training and onboarding program followed by an ongoing speaker series, lunch-and-learns, and cohort engagement activities. This job may have the opportunity to work in the follow business areas: Technology, Asset Management, Financial Analysis/Accounting, Audit, Risk and Compliance, Human Resources and Advice and Client Relationships. Key Responsibilities and Duties * Performs clerical duties such as taking memos, organizing documents, maintaining files, photocopying, faxing, etc. as needed * Assists in preparing information and research materials, including Powerpoint presentations. * Takes notes during meetings and provides to team members. * Researches and gathers documentation as directed by colleagues. * Attends company functions, including trainings programs, speaker series, lunch-and-learns and social networking events that provide opportunities for career growth and personal development. * Shadows multiple office jobs and trains in a variety of tasks. * Gains experience and an overall feel for the company and the financial services industry