Summer Internship Rotational - Boulder, CO
Are you ready to embark on a journey that will shape your career and make an impact? Seize the opportunity to turn your experience into a fulfilling profession!
Guided by our core values, we are committed to delivering exceptional client outcomes while nurturing the next generation of Pathstone leaders.
Who We Are: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.
As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business.
What You’ll Do: Rotate through and learn from several different departments within Pathstone including: Client Advisory, Investment Research, Investment Operations, and Professional Services (Accounting & Financial Reporting, and the Wealth Planning Group). Partner with teammates to learn and work through projects associated with each department to gain a better understanding of the many ways we operate at Pathstone and experience client service from all aspects of our business and engage with our teammates from across the country to better understand Pathstone’s people and culture.
What We Expect: This role will include a combination of professional development sessions in addition to supporting teams with various projects and deliverables. These projects will vary depending on departmental needs but may include Excel work, research items, application preparation, preparing quarterly report deliverables, organizing documents, and template creation.
What You’ll Bring:
- Current Junior with 2026 Graduation Date
- Detail-oriented and strong commitment to excellence
- Must be a self-starter to proactively manage workload
- Strong analytical and problem-solving skills
- Exceptional communication and collaboration with clients and colleagues expected
- Deep dedication to learning and developing
Timing and Program Details:
- The rotational internship program is set to begin in the middle of June
- 36-hour work week for 8 weeks
- Capstone Project to be presented during Graduation Week
- Program is to be run in the Boulder, CO office
- Potential for opportunity to expand into full-time employment
- This is an internship opportunity, non-exempt (hourly) position
Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.