2026 | Americas | New York City Area | Wealth Management, Tax and Trust Services | Summer Analyst
$75,000 - $100,000/year
27 Feb 2025
New York, NY, USA
Verified by Turrior
Content + Source + Freshness • 13 Dec 2025 • 95% confidence
78 / 100
Offer value
Attractive due to competitive salary range and prominent employer in wealth management, but primarily suited for those choosing a summer internship.
- Salary: $75,000–$100,000
- Experience at leading wealth management firm
- Focus on summer position suitable for students
Pros
- Competitive salary between $75,000 and $100,000
- Opportunity to gain experience at a well-known financial advisory firm
- Hands-on experience in wealth management and tax services
Cons
- Seasonal position may limit long-term career stability
- Work-life balance might be variable due to internship intensity
- Focus primarily on students or recent graduates
Who it's for
Internship / Entry-level • In-office
Good fit
- Finance students looking for summer internships
- Individuals keen on wealth management
- Prospective analysts interested in financial services
Not recommended for
- Experienced finance professionals seeking permanent roles
- Candidates not available during summer
- Individuals uninterested in asset and wealth management
Motivation fit
Desire to build a foundation in wealth managementInterest in learning about portfolio management and financial planningEagerness to work in a fast-paced financial environment
Key skills
Financial analysisKnowledge of investment strategiesCustomer serviceRegulatory compliance
Score: 78/100 AI verified analysis
About the job
Job Info
- Job Category Summer Analyst
- Locations New York, New York, United States
- Areas of the Firm Asset & Wealth Management
- Anaplan Salary Range Lower Limit 75,000
- Anaplan Salary Range Upper Limit 100,000
