Internship 2027
Boost your chances before you apply.
Whittier Trust Company
Newport Beach, CA, US
Summary
Interns will assist client advisors and portfolio managers with account management, financial modeling, and market research. They will also be responsible for creating custom reports, organizing business development data, and presenting a major project to the investment team.
Job Description
Summary
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
Please attach your most recent transcripts. Unofficial transcripts are acceptable.
Essential Duties and Responsibilities May Include:
- Assisting Client Advisors with daily account management
- Creating custom reports such as cash flow analyses and balance sheets
- Assisting with organizing and streamlining client and business development information on Salesforce
- Assisting and attending client events
- Researching industry related topics and presenting where applicable
- Basic administrative tasks on behalf of the Client Advisory team including presentation creation and book binding
- Ad hoc tasks for Client Advisors as directed
- Financial model building and updating, market research, and company research
- Researching, creating and generating custom reports for Portfolio Managers to monitor accounts using Addepar, Bloomberg, FactSet and Excel
- Assisting with collecting, synthesizing and organizing equity, fixed income, and economic research data
- Maintaining and ensuring accuracy of financial models
- Analyzing earnings conference calls to Analysts to assist in evaluating recent company performance and disseminating information to internal departments as applicable
- Providing research using Bloomberg, FactSet, and other data providers to create reports and graphs for client presentations as directed
- Assisting in analyzing portfolios to ensure they reflect Whittier Trust sector and security outlook
- Maintaining and tracking composite performance
- Assisting in some administrative tasks in relation to supporting the Portfolio Manager including, presentation creation, printing and binding
- Researching, writing and presenting major project to Investment and wider WTC team
Qualifications
- Excellent academic credentials
- Progress towards Bachelor’s Degree – finance or economics preferred but NOT essential
- Quantitative and analytical skills
- Intellectual curiosity
- Emotional intelligence and maturity
- Demonstrated strong interest in the wealth management industry
- Advanced computer skills across all Microsoft Office programs.
- Advanced Excel skills
- Very strong verbal and written communication skills
- Extra-curricular activities outside of school
Priority will be given to students graduating in 2026 and 2027
Locations
Internships are available in our Pasadena, Orange County, West LA, San Francisco, San Diego, California offices along with Seattle, WA and Reno, NV offices.
Duration
The Internship Program will be run for 10 weeks during Summer of 2027. Our expected start date is Monday, June 7th, 2027.
Application Process
A working visa sponsorship is NOT available. Applicant(s) must be currently authorized to work in the United States.
We will be in contact with you after the December 1st deadline.
Application Deadline: December 1st, 2026
Video screening Interviews: December 18th - 21st, 2026
Final Round Interviews: January 4th - January 11th, 2027
Offer Letters Sent: Friday, January 22nd, 2027
Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego, Reno, Portland, and Seattle.
We serve ultra-high-net-worth individuals and families who want more than fragmented advice or standardized service.
We function as the family’s central point of coordination, bringing together investment management, tax strategy, estate planning, and other key areas into a fully aligned approach.
Our model is intentionally high-touch and low-volume. We work with a limited number of families so we can be proactive, responsive, and deeply involved.
Clients come to Whittier Trust for clarity, coordination, and a level of care they cannot find elsewhere.
True to its roots as a single-family office established in 1935, Whittier Trust provides an extensive suite of family office and concierge services. Wealth management advisors address a wide range of personal, family, fiduciary, and business needs, offering a unique perspective for problem-solving, support, and consultation. Families and legacies are cared for through personal trust services, while portfolio managers deliver comprehensive investment management across all asset classes. Years of experience in real estate are complemented by philanthropic support, with the philanthropy services department offering expertise in planned giving and deep knowledge of the nonprofit community.
Visit the website to learn more about the tailored teams and specialized services that Whittier Trust provides. Follow this page for market analysis from leading industry experts, as well as insights on portfolio management, estate planning, philanthropic strategies, and more.
Founded
1989
Company size
201-500 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Pasadena, CA
Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego, Reno, Portland, and Seattle.
We serve ultra-high-net-worth individuals and families who want more than fragmented advice or standardized service.
We function as the family’s central point of coordination, bringing together investment management, tax strategy, estate planning, and other key areas into a fully aligned approach.
Our model is intentionally high-touch and low-volume. We work with a limited number of families so we can be proactive, responsive, and deeply involved.
Clients come to Whittier Trust for clarity, coordination, and a level of care they cannot find elsewhere.
True to its roots as a single-family office established in 1935, Whittier Trust provides an extensive suite of family office and concierge services. Wealth management advisors address a wide range of personal, family, fiduciary, and business needs, offering a unique perspective for problem-solving, support, and consultation. Families and legacies are cared for through personal trust services, while portfolio managers deliver comprehensive investment management across all asset classes. Years of experience in real estate are complemented by philanthropic support, with the philanthropy services department offering expertise in planned giving and deep knowledge of the nonprofit community.
Visit the website to learn more about the tailored teams and specialized services that Whittier Trust provides. Follow this page for market analysis from leading industry experts, as well as insights on portfolio management, estate planning, philanthropic strategies, and more.
Founded
1989
Company size
201-500 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Pasadena, CA
