Internship - Wealth Management

SVB Financial Group Salt Lake City , UT 84101

Posted 2 months ago

SVB Wealth Advisory, Inc. is a Broker-Dealer and a Registered Investment Advisor providing discretionary and non-discretionary investment management services and wealth planning for clients, who are visionaries and influencers in the innovation economy. SVB Wealth Operations facilitates investment management, trading in client accounts, securities transfers, money movements and any other financial transactions for the Wealth Clients. Working in Wealth Operations allows for a unique, hands-on financial industry experience that covers every aspect of Private Wealth Management.

  • Assist Team with various projects (see below)

  • Report Directly to Investment Operations Director, and have exposure to Head of Wealth Advisory, Head of Investment Strategy, Trading Team and the CCO of Wealth Advisory

  • Maintain and export daily Reports:

  • Positions Journals - Margin Type 2 to Type 1, incoming TOA's

  • Cost Basis Disposal Method Reports

  • Restriction/Affiliates Reports

  • Excellent Opportunity for Exposure in the Investment Industry; SVB Wealth Advisory is a Broker-Dealer and a Registered Investment Advisor (RIA)

Projects: Audit Contracts and Applications, DocuSign-related Projects, Distribution of Sub-Advisor Materials via Digital Signature, Data Maintenance in Portfolio Reporting System, Assist Compliance & Portfolio Strategy with additional projects.

  • Candidates must be students currently enrolled in a college/university (Minimum Requirement)

  • Open to all majors

  • Maintain minimum GPA of 3.0

Seeking Undergrad or Masters level students

LOCATION - Virtual

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Internship - Wealth Management

SVB Financial Group