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Brokerage Clerk
Braintree, MA

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Now viewing: Wealth and Investment Management - Summer Intern 2027
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Little House Capital

Wealth and Investment Management - Summer Intern 2027

Entry-Level JobVerifiedNo experience needed
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Job Description

Job Description If you are a current college student, you have the chance to gain valuable experience in the wealth and investment management industry by applying to our internship program. A Little House Capital internship gives you the chance to work on a variety of critical assignments on both the wealth and investment management sides of the business and work alongside senior team members with years of experience in the industry. As an Intern you will participate in various projects supporting the overall business, the Partners, and the CEO. Primary Responsibilities Include Work closely with our advisors and operations team to improve efficiency. Assist the investment team in the active management of our investment products and strategies; may include research, modeling, and information gathering/synthesizing. Assist in preparing performance reports, attribution analyses, and other key deliverables for both internal use and client presentations. Provide ad hoc support across departments, such as asset allocation updates, operational needs, and project-specific initiatives. Gain industry experience and organizational knowledge through daily interactions and job assignments. Other Desired Qualifications Strong oral and written communications skills Proficient in Microsoft Office, Windows Enthusiasm for Financial Services/Wealth Management Punctual and reliable Knowledge of Bloomberg and/or FactSet preferred Knowledge of Python preferred Live in the greater Boston area Education Currently pursuing a Bachelor's degree in Finance, Economics, Business, or other related degree Minimum GPA 3.0 Why Little House Capital Little House Capital was established to redefine the wealth management experience by integrating investment management, financial planning, and complex estate and tax strategies. We embrace cutting edge technologies that enable the full integration of investment management and wealth planning into a single seamless solution for our clients --When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth. Little House Capital, LLC is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Pay:
$15.00 - $20.00 per hour Expected hours: No more than 40.0 per week
Work Location:
In person