Rotational Internship
Rotational Internship – Wealth Management, Sales & Investment Research Location: Remote | Reno, NV
Who We Are We've spent 40+ years doing one thing well: disciplined, valuation-driven investing. No chasing trends. No short-term thinking. Just rigorous portfolio management across ETFs, mutual funds, UMAs, and separate accounts in equity, multi-asset, and fixed income.
The Opportunity This isn't a "fetch coffee and file papers" internship. You'll rotate through three core areas of our business—wealth management, sales, and investment research—getting hands-on experience in each. By the end, you'll understand how an asset manager actually works, from analyzing securities to serving clients to driving distribution. It's built to help you figure out where you want to take your career—and to give us a pipeline of future talent.
What You'll Do
Sales Rotation
- Support outbound calling and email campaigns to financial advisors, learning how distribution really works
- Help prep sales presentations, one-pagers, and call notes for advisor meetings
- Assist with CRM management in Salesforce, keeping data clean and actionable
- Research advisors, platforms, and competitors to identify opportunities
Investment Research Rotation
- Assist the research team with company and industry analysis
- Build and maintain financial models, screens, and valuation work
- Attend investment meetings and contribute to idea generation
- Help prepare research summaries and investment committee materials
Wealth Management Rotation
- Shadow client meetings and learn how we build and manage portfolios
- Support account administration, reporting, and client communications
- Gain exposure to financial planning concepts and client relationship management
- Help prepare client reviews and performance reporting
What We're Looking For
- Genuine curiosity about markets, investing, and how the asset management business works
- Strong communication skills—written and verbal
- Organized, detail-oriented, and able to manage competing priorities
- A self-starter mentality; you take initiative without being asked
- Currently pursuing or recently completed a degree in Finance, Economics, Business, or a related field
- Willingness to work on-site or hybrid during the program
What We Offer
- Competitive hourly rate or stipend
- Mentorship from senior professionals across all three disciplines
- Real projects with real responsibility—not busywork
- Exposure to our investment process, client relationships, and go-to-market strategy
- A potential path to full-time employment for top performers