Job Description

Job Description

Job Description

Who We Are

Pathstone is an independently owned and operated wealth management firm serving multigenerational families with complex needs, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment management. Every client has different values, goals, and objectives. No two paths are the same. Our expansive capabilities and personal, in-depth approach enable us to customize our solutions and leverage best practices to accommodate each of our clients’ unique needs. It’s what makes us Pathstone – The Family Office.

What the Job Is

Pathstone seeks candidates who will assist the Client Advisory Team with day-to-day projects related to the delivery of Pathstone's integrated wealth management services. The position requires a minimum of 16-20 hours per week during the school year and full-time during the summer. Hours will be scheduled following the core business hours of Monday through Friday between 8:00 am - 6:00 pm. Candidates who are able to commit to consecutive engagements will be given priority consideration. After the intern graduates, the hiring team will evaluate each candidate to determine if a permanent position would be a logical next step, provided such position exists.

Interns receive new associate orientation, on‐the‐job training, periodic evaluations, and an exit interview at the end of the internship. Interns will support and be supervised by respective members of the Client Advisory Team, Investment Research team, and the Business Operations team. Interns must be detail‐oriented and will be responsible for researching, producing, and analyzing Excel spreadsheets, reports, and other special projects relating primarily to alternative investments (hedge funds, private equity, real estate, commodities, and distressed debt), as well as traditional investments (stocks and bonds).

Further, because Pathstone believes in providing a well-rounded internship experience, all interns complete service hours as good stewards of our local community. Interns identify and support the organization of their choice, which, we believe, helps our future leaders become well-rounded, positive contributors.

What You Will Do (this is what we know, but expect the unexpected)

• Assist with client meeting preparation
• Research and report financial data using spreadsheets and internal reporting software
• General macroeconomic and market analysis with limited single stock analysis
• Assist with client performance analysis and asset allocation modeling
• Assist with items related to clients’ estate planning needs
• Semester presentation to firm
• Additional projects as needed

What You Need to Have

• Strong interest in investing and investment research
• Undergraduate student in business management, finance, math, economics or research related major preferred
• Distinguished academic performance; it is strongly recommended that the student have a cumulative GPA of 3.3 or above.
• Computer/software skills – MS Office Suite (Excel, Word, PowerPoint, etc.)
• Initiative
  • Plan ahead effectively
  • Act proactively more than reactively
  • Provide unsolicited input in a constructive manner
• Communication
• Present information effectively in formal and informal written communication
  • Communicate openly and accurately
• Teamwork
  • Communicate decisions with team members
  • Collaborate effectively with all departments
  • Shows a willingness to compromise
• Innovation/Creativity
  • Recognize and look for new techniques when faced with complex problems
  • Be punctual and generate timely output
  • Demonstrate excitement and passion about role, organization, and Firm
• Customer Focus
  • Develop viable alternatives when encountering roadblocks while balancing realism and practicality with enthusiasm
  • Set realistic, achievable priorities and boundaries
• Strong attention to detail

**Application Required Materials Include: Resume, Cover Letter, and Official Transcript

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