Job Title: Client Service Intern

FLSA Status: Non-Exempt

Reports to: Senior Member of Client Service Team

About Us: Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives.

Position Summary: The Client Service Intern plays a supporting role for the investment advisor teams. They will assist in the collection and analysis of data used to develop investment policy recommendations for current and prospective clients and assist in the implementation and review of asset allocations of client portfolios. The Client Service Intern reports to the senior members of the Client Service team.

Responsibilities

Assist in the preparation of materials for meetings with clients and prospective clients
Participate and take notes during meetings with client service team members and clients
Prepare and analyze reports for investment performance tracking, retirement planning, charitable gifting and tax preparation
Participate in research projects, money manager calls and meetings with custodial banks

Qualifications

Preferred candidate is a rising junior for their upcoming school year
Candidate must be enrolled in an accredited 4-year finance, accounting or economics program with significant course work in these areas
Cumulative GPA of 3.5 or better
Must be highly motivated with strong work ethic
Good skills in Microsoft Office products
Excellent interpersonal and communication skills

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