Pathstone · 3 months ago
Summer Advisory Internship: Cross-Departmental Learning - Boulder, CO
Boulder, Colorado, United States
Internship
Onsite
Intern
$25/hr - $25/hrPathstone is a dynamic wealth management firm serving ultra-high net worth families and foundations. They are offering a Summer Advisory Internship designed to immerse interns in the client advisory experience through rotations in key departments, providing a comprehensive understanding of the advisory function and client service.
AdviceComplianceConsultingFinancial ServicesInsuranceLegalRisk Management
No H1B
Responsibilities
Participate in professional development sessions and contribute to meaningful projects
Assignments include, but are not limited to: Culture / Corporate Character Project, Advisory deliverables, Capstone Presentation
Qualification
Required
Current junior with 2027 graduation date
Detail-oriented and with strong commitment to excellence
Resourceful, a self-starter able to proactively manage workload
Strong analytical thinker and problem-solver
Empathetic, an exceptional communicator and collaborator with clients and colleagues
Performance focused, committed to learning and developing
Company
Pathstone
Pathstone is a financial service company that provides oriented impact investment solutions inclusive of measurement and reporting tools.
Founded in 2010
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Kelso & Company
2023-03-06Private Equity
2019-11-06Private Equity
Leadership Team
Allan Zachariah
Co-Chairman
Recent News
Company data provided by crunchbase