How Do You Sell Your Wealth Management Internship in Interviews?
I am going through the full time recruiting process for investment banking now, and I wanted to know how Do You guys Sell Your Wealth Management Internship in the interview?
I am going through the full time recruiting process for investment banking now, and I wanted to know how Do You guys Sell Your Wealth Management Internship in the interview?
| +17 | The Madison Group - Morgan Stanley | 4 | 4h |
| +8 | Credit Card Discussion for Incoming Analysts | 4 | 5d |
| +7 | Financial licensing education | 4 | 2w |
Career Resources
Career Advancement Opportunities
June 2026 Investment Banking
Overall Employee Satisfaction
June 2026 Investment Banking
Professional Growth Opportunities
June 2026 Investment Banking
Total Avg Compensation
June 2026 Investment Banking
“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”
Leaderboard
| 1 | 99.2 | |
| 2 | 99.0 | |
| 3 | 99.0 | |
| 4 | 99.0 | |
| 5 | 98.9 | |
| 6 | 98.9 | |
| 7 | 98.9 | |
| 8 | 98.9 | |
| 9 | 98.9 | |
| 10 | 98.8 |
“... I believe it was the single biggest reason why I ended up with an offer...”
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
i have been asking myself this question forever now. in fact, i'm not sure what bullet points to write on my resume under the wealth management section i did this past summer, which basically consisted of doing some spreadsheets tallying all the securities bought/sold by a client and the final profit/loss, as well and some research through google on some ETFs and other securities, and of course: making copies, filing, and so forth with the grunt work.
if anyone else could help out, this would be great.
Bump
I'm in the same boat
bump
Look at the job requirements for wealth management analyst positions at the bulge brackets. Try to tailor these requirements to emphasize the analytical role you took on and your familiarity with Excel and finance/accounting. For example, go here: http://www2.goldmansachs.com/careers/inside_goldman_sachs/business_snap…
When I did my private wealth internship before ib, I did something similar to this. What I did as a summer intern in pwm was actually very similar to what an analyst full time does in that group. So possible bullet points could be:
Good luck
Agree with masterg. Yet a funny thing is that I just had two interviews with well respected IB's and none asked me about my internship at PWM. I was kind of surprised because I worked their for about 9 months and you would expect at least couple of questions. Instead I got things like "walk me through DCF, financial statements" and so on and forth.
Eaque in nisi est libero aut adipisci quibusdam. Dolorem eius vel tempore id aperiam. Eum itaque atque et accusantium aut.
Ut officiis vel est vero nam tempore omnis. Unde repudiandae quis cupiditate molestiae enim cupiditate. Nesciunt et debitis voluptas temporibus cumque sequi possimus.
Quidem ullam minima qui odio voluptas et rerum. Dolorem hic explicabo ab sed est dolores tempora magni. Minima qui est provident et qui ut. Aut sunt modi delectus quis eos eligendi quia.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...