Summer 2026 Wealth Management Internship jobs in United States
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TIG Advisors, LLC · 6 hours ago

Summer 2026 Wealth Management Internship

TIG Advisors, LLC is a global wealth and investment advisory firm seeking talented individuals for their Wealth Management Internship. The program provides a comprehensive introduction to private client advisory, allowing interns to rotate through key areas while contributing to meaningful projects and gaining exposure to wealth management tools and processes.

Financial Services

Responsibilities

Participate in structured training and shadowing within the Client Advisory Team
Learn to use core wealth management tools and platforms (Addepar, Salesforce, Portfolio Rebalancing, Monte Carlo modeling, etc.)
Support advisors in preparing client reports, proposals, and investment policy statements
Contribute to projects across firm teams, including:
Learning the firm’s investment research philosophy and due diligence process
Gaining exposure to Trust & Estate planning which includes understanding trust structures and their role in wealth transfer planning
Observing how the firm supports clients and Foundations with grantmaking, financial tracking, cash flow management, bookkeeping, and bill pay
Assisting in reviewing and updating RFPs, marketing decks, and other business development materials
Learning how governance frameworks are applied to families and enterprises due diligence reviews, family office service exercises, marketing content, and engaging in discussions around family values, legacy, financial education, and philanthropy

Qualification

Wealth management toolsInvestment researchTrust structuresAnalytical skillsProactive mindsetWritten communicationVerbal communicationTeam-oriented

Required

Rising seniors pursuing a degree in Finance, Economics, Business, Accounting, or related field
Strong analytical skills, intellectual curiosity, and attention to detail
Excellent written and verbal communication skills
Team-oriented with a professional and proactive mindset

Company

TIG Advisors, LLC

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TIG Advisors is a subsidiary of AlTi Tiedemann Global.

Funding

Current Stage
Early Stage
Total Funding
unknown
Key Investors
Kudu Investment Management
2018-10-31Private Equity

Leadership Team

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Barbara Warga
Chief Operating Officer
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Mike Fastert
Chief Operating Officer/Chief Legal Officer
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Company data provided by crunchbase