Summer Analyst

Overview:

TritonPoint Wealth, a premier independent wealth management firm based in Chevy Chase, Maryland, is seeking a Summer Analyst to join our firm. This pivotal role offers a deep dive into the financial services industry, providing hands-on experience in wealth management. The ideal candidate will be enthusiastic about building their expertise and assisting our team in driving client success. Exceptional performers may be considered for full-time roles post-graduation, aligned with our staffing needs.

Key Responsibilities:

• Analyze financial data and prepare reports to support investment decisions.
• Assist with the development and implementation of financial plans and strategies.
• Engage in comprehensive client service activities to understand holistic wealth management.
• Contribute to projects that enhance the firm’s operational efficiencies and client engagement strategies.
• Participate in learning opportunities, including meetings, to gain industry insights.

Qualifications:

• Currently pursuing a Bachelor’s degree in Finance, Economics, Business or a related field.
• Strong proficiency in Microsoft Office Suite, particularly Excel, with a readiness to learn specialized WealthTech and other financial tools.
• Detail-oriented with a high level of accuracy and precision in handling tasks.
• Excellent verbal and written communication skills, capable of effectively collaborating within a team.
• Demonstrates intellectual curiosity, critical thinking, and a proactive approach to problem-solving.

Personal Characteristics

• A dynamic team player who thrives in collaborative and fast-paced environments.
• Strong ethical judgment and the ability to handle sensitive information with discretion.
• Passionate about pursuing a career in wealth management and committed to ongoing personal and professional development.

Career Growth Opportunity:

The Summer Analyst position is designed as a stepping stone into the world of private wealth management. At TritonPoint Wealth, we are committed to fostering a culture of professional growth and development. This role offers the unique opportunity to work directly under the guidance of the COO, gaining critical industry exposure and building a solid foundation for a career in financial services.

Company Description

TritonPoint Wealth is an independent private wealth management firm offering a unique blend of investment management and financial planning capabilities to individuals, families, trusts, foundations, and non-profit organizations. Our mission is to help our clients navigate their financial lives with confidence.

TritonPoint Wealth is an independent private wealth management firm offering a unique blend of investment management and financial planning capabilities to individuals, families, trusts, foundations, and non-profit organizations. Our mission is to help our clients navigate their financial lives with confidence.