Private Wealth Management Intern

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At Harris, the true value of what makes us successful is found in our people. It is our unique mix of cultures, experiences, beliefs and backgrounds that sets Harris apart from the rest. We constantly strive to cultivate, nurture and amplify an unparalleled environment, where we value intellectual curiosity and uniqueness of thought. Inclusion is embedded in the very fabric of our culture of collaboration and openness.

We understand that a job description only tells one part of a broader story, and Harris is seeking dynamic candidates who can add to our best-in-class environment. We recognize that qualifications can be gained through both traditional and non-traditional paths, and we are committed to considering candidates who possess the potential to be excellent in this role regardless of prior experiences.

Therefore we encourage ALL interested individuals to submit their applications, even if they do not meet every requirement outlined in the job description.

Position Summary

The Private Wealth Management (PWM) group at Harris Associates is dedicated to providing personalized investment solutions for high-net-worth individuals, families, and related institutions. We are seeking a highly motivated, self-starter to provide support to the three teams within the department: Client Service, Portfolio Implementation, and Portfolio Management. The ideal candidate will possess a genuine curiosity about investing and finance, be eager to learn/ambitious, and demonstrate the ability to manage workloads from various teams.

This 12-week internship provides a unique opportunity to gain hands-on experience in the field of investment management and contribute to meaningful projects. Interns can expect a full-time, hybrid (minimum of 4 days in office) program for the summer designed to provide real-world experience. The intern will have high visibility into portfolio decision-making, trading, and compliance. The most successful interns proactively establish productive relationships with PWM team members.

Duties and responsibilities

• Complete daily tasks for the Client Service and Portfolio Implementation team, including next-day trade checks.
• Take ownership of a summer-long project to present at the end of the internship.
• Assist with the creation and maintenance of procedures.
• Attend weekly stock selection group (SSG) meetings where our analysts evaluate existing investments and introduce new ideas.
• Other responsibilities will be assigned based on departmental needs and individual’s abilities.

Required

• A current freshman or sophomore enrolled in a bachelor’s with a focus on finance, economics, business, or a related field.
• Genuine interest in investing and finance, with a basic understanding of financial markets.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.