Wealth Manager - MBA Intern

About the role

We are seeking a highly motivated MBA Wealth Manager Intern to join Zuckerman Investment Group and work alongside our advisors and investment team across every facet of wealth management. The ideal candidate will have the opportunity to collaborate with team members across the organization, support client meetings, monitor portfolios, and contribute to strategic, cross-functional projects. Through this experience, the intern will develop a deeper understanding of financial planning, investment management, tax strategy, estate planning and how we serve high-net-worth families.

Job Function Responsibilities

• Embody the core values of Zuckerman Investment Group by putting clients first, embracing every task, big or small, with care and excellence, treating others with kindness and compassion, pursuing continuous improvement, and bringing passion and commitment to our work every day.
• Build foundational knowledge across many aspects of wealth management, including investing, financial markets, portfolio construction, asset allocation, investment strategy, financial planning, tax strategy, and multi-generational estate planning.
• Prepare research, analysis, presentations, meeting materials, and other supporting deliverables to help advisors provide thoughtful, personalized advice to clients.
• Gain exposure to the client advisory experience by observing how advisors build trusted, long-term relationships with high-net-worth families.
• Assist with portfolio analysis and monitoring, including reviewing account activity, portfolio performance, investment strategy, asset allocation, and adherence to client objectives.
• Contribute to bespoke financial planning and wealth management projects, in areas such as estate planning, tax strategy, cash flow planning, asset location, and forecasting and scenario analysis, among others.
• Participate in internal meetings to develop a deeper understanding of the firm and its strategy, its investment philosophy, and its approach to serving clients.
• Take ownership of assigned projects by managing priorities, asking thoughtful questions, paying close attention to detail, and delivering high-quality work on time.
• Contribute to strategic and cross-functional projects that provide exposure to different aspects of the business and extend beyond traditional wealth management.

Skills & Experience

• Current graduate student pursuing an MBA in finance, economics, accounting, business, or a related field; strong academic performance preferred.
• Demonstrated interest in investing, financial markets, wealth management, and financial planning.
• High standards of professionalism, integrity, discretion, and confidentiality.
• Strong analytical and quantitative skills, with exceptional attention to detail.
• Intellectual curiosity and a genuine desire to learn, ask questions, and continuously develop.
• Excellent written and verbal communication skills, with the ability to communicate ideas clearly and professionally.
• Ability to manage multiple assignments, prioritize responsibilities, and meet deadlines in a fast-paced, team-oriented environment.
• Demonstrated initiative and ownership mentality with a willingness to go beyond the minimum requirements and contribute wherever needed.
• Strong interpersonal skills and the ability to build positive working relationships with colleagues at all levels of the organization.
• Ability to think critically, challenge assumptions thoughtfully, and develop well-reasoned conclusions.
• Proficiency with Microsoft Office.
• Prior experience with Orion, Eclipse, Bloomberg, or other financial platforms is a plus, but not required.
• Prior internship, campus leadership, investment club, or other relevant experience is helpful, but not required.

Education Qualifications

• Currently enrolled in an MBA or other relevant graduate degree program, with an expected graduation date of 2028 and availability for a Summer 2027 internship.
• Strong academic record, including a minimum GPA of 3.5+ (or equivalent preferred), with demonstrated excellence in analytical coursework, finance, accounting, economics, or related disciplines.
• Interest in pursuing, one or more relevant professional designations such as the CFA charter, a CFP certification or the AEP designation.

Salary and Benefits

• The base pay range for this position is $10,000 - $15,000 monthly. Actual compensation may vary based on factors such as education, experience, skills, and location.
• Compensation offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance, and experience.
• Visa sponsorship is not available for this position.