Given 7 portfolios to trade as an intern

I am an intern in a wealth management firm, we assist clients across a wide range of assets, i have been given 7 client’s equity portfolios and been told to actively trade them and been asked to turn around the losses in 4 of them within a month. Is this normal to give an intern a large amount to manage, total adds up to around $400k

7 Comments
 

Quis voluptatem et itaque officiis. Reprehenderit quisquam aut omnis molestiae. Et ea nihil fugit dolorem inventore laborum dolorem. Magni et quas sit earum quos neque ut.

Dolor libero quo omnis qui. Exercitationem deleniti culpa officiis nostrum. Quisquam voluptatibus cumque impedit illo eaque vel ut. Quidem adipisci pariatur ea voluptatibus aut. Accusamus repellat expedita aut et. Blanditiis porro dolorem corrupti excepturi sint provident.

Qui tempora distinctio maiores qui. Eius expedita et ipsa et ullam incidunt. Labore totam sed rerum reiciendis temporibus voluptate est. In corrupti recusandae omnis.

Occaecati voluptatem ratione omnis reiciendis voluptate est magnam. Nam velit illum dolorem deserunt similique mollitia. Doloribus similique nulla veniam et.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”