2026 Summer Intern
Matter Family Office•St. Louis, MO
6d
About The Position
During your time here, you will assist and support client service team professionals with projects and responsibilities that could include: Preparing portfolio reports and analysis materials for client meetings Developing, updating, and improving Excel spreadsheets used to analyze investment strategies and portfolios Researching and reporting on client-specific investments, expense issues, or other client requests Various client or firm-wide projects
Requirements
- You are a BA or BS degree candidate with exceptional academic performance.
Responsibilities
- Preparing portfolio reports and analysis materials for client meetings
- Developing, updating, and improving Excel spreadsheets used to analyze investment strategies and portfolios
- Researching and reporting on client-specific investments, expense issues, or other client requests
- Various client or firm-wide projects
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What This Job Offers
Career Level
Intern
