UHNW Investment Counselor - Private Bank Summer Analyst
Citi Group
Citi in Los Angeles seeks a Managing Director, Investment Counselor to lead investment relationships with ultra-high-net-worth clients. This role will drive advisory services, cross-selling across Citi Private Bank teams, and strategic account planning, leveraging deep market knowledge and senior-level negotiation skills. You will manage complex portfolios, collaborate with bankers and partners, and set the technical direction for client solutions, while upholding Citi's compliance standards. #J-18808-Ljbffr Citi
- ...opportunity for you. By joining our Analyst Program, you'll become part... ...Advisor Trainee in Global Private Bank, you will gain exposure to... ...management, including investments, lending, banking, and trust... ...specialists. Throughout the summer, you'll learn about our business...Summer workPrivateFull timeTraineeshipImmediate start
- As a 2027 Asset & Wealth Management Global Private Bank Global Families Group Summer Analyst in the Global Families Group, you will work with our teams to... ...with international individuals and families who have investments, business interests and family circumstances across...Summer workPrivateFull timeWork at officeVisa sponsorship
$211.28k - $316.92k
...StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiThe Investment Counselor Sr. Lead is a strategic professional who... ...work within the team/project. The Private Bank at Citi (CPB) is part of the Institutional...PrivateFull timeLocal area- ...with clients to align credit needs with the bank’s lending solutions, taking a strategic,... ...solutions (e.g., securities-based, private/restricted stock, CRE, life insurance, art... ...over 200 years and today we are a leader in investment banking, consumer and small business banking...PrivateWork at office
- ...Program Banker Analyst We are actively looking for exceptionally talented individuals... ...to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...integrated team with our bankers, global investment specialists, capital advisors, and...PrivateWork experience placement
$50 per hour
Morgan Stanley Investment Management (MSIM) is one of the largest global... ...team is a part of the ~$62bn Private Credit & Equity platform... ...previous experience in investment banking or private equityExperience:... ...is to start between Winter - Summer 2027WHAT YOU CAN EXPECT FROM...Summer workPrivateTemporary workWorldwide- Banking - Capital Markets, Summer Analyst, Hong Kong - APAC, 2027 Job Req Id: 26984751 Location(s): Hong Kong, Central and Western District, Hong Kong... ...as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. You're the...Summer workFull timeLocal area
- Banking, Financing, Summer Analyst, London - United Kingdom 2027 Job Req Id: 26993182 Location(s): London, England, United Kingdom Job Type: On-... ...over 20 different groups that provide many traditional Investment Banking experiences (managing client relationships and working...Summer workFull timeWork at office
$211.28k - $316.92k
...StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional,... ...deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving... ...with wealth planning and private banking services to optimize client service...PrivateFull time- ...Our client is a rapidly growing middle-market private credit investment firm with a strong institutional investor base and a growing platform.... ...Please note: This role is 5 days per week in the office, with flexibility to work from home on Fridays during the summer....Summer workPrivateFull timeWork at officeWork from home
- ...one of the largest securities firms and investment banks in the nation. We provide innovative... ...professionals in the securities industry. The Summer Analyst position for 2027 will be located in... ...including IPOs, secondary offerings, private placements, mergers & acquisitions and...Summer workPrivateInternship
- 2026 Portfolio Management Summer Analyst - Starwood Capital, New York, NY. Starwood Capital Overview Starwood Capital Group is a private investment firm focusing on global real estate. Since 1991, the firm has raised over $80 billion of capital and now manages approximately...Summer workPrivateFull timeInternshipSummer internship
$110k
...our clients. Piper Sandler is currently seeking a 2027 Investment Banking Summer Analyst for our Restructuring Investment Banking team in New York... ...and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services...Summer workPrivateFull timeInternshipSummer internshipWork visa$35 per hour
...About the Program Our 2027 Summer Analyst Program offers an immersive, hands-on experience... ...client-facing and product teams within Investment Banking & Finance. You will work alongside... ...facilities and financing solutions to private equity and venture capital funds. Project...Summer workPrivateHourly payFull timeSummer internshipWork at office$120k
2028 Capital Markets Advisory: Private Capital Markets Advisory Summer Analyst Program - New York The Evercore New York Summer Private Capital Markets... ...(NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients...Summer workPrivateInternshipLocal area$65 - $100 per hour
College Success Counselor Youth Photo League (YPL) Program Reports to: Education Director... ...school program (October-June) and during the summer (July-August), and continues to support... ...NYC‑based, upstate universities, and private universities, which may include overnight...Summer workPrivateHourly payWork at officeLocal area10 hours per weekFlexible hoursNight shiftWeekend work$98k - $102.8k
...government, academia, and the private sector who share its... ...Position Summary The Investment Accountant is an integral part... ...administration with Master Custodian Bank to ensure smooth operations and... ...End of year office closure ~ Summer Fridays ~ Tuition reimbursement...Summer workPrivateFull timeTemporary workH1bWork at officeRemote work2 days per week$120k
...Strategic Advisory: Mergers & Acquisitions Summer Analyst Program - New York Generalist Evercore seeks to hire Investment Banking Summer Analysts for the 2028 New York Generalist... ...also assists clients in raising public, private capital, delivers equity research, equity...Summer workPrivateInternshipLocal area$120k
...Capital Markets Advisory: Equity Capital Markets Summer Analyst Program - New York Evercore seeks to hire an investment banking Summer Analyst for the Equity Capital Markets... ...transactions, including IPOs, follow-ons, private placements, and convertible offerings. In...Summer workPrivateInternshipWork at officeLocal areaImmediate start$170k - $250k
...Managers such as Hedge Funds and Private Credit firms. If you're a... ..., Borrowers, and Syndicate Banks to ensure smooth execution.... ...junior team members, including Summer Analysts, fostering a culture of... ...knowledge of current alternative investment strategies and a nuanced...Summer workPrivateFull timeWork at office$120 per hour
...Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey . Position: Private Equity Associate – Real Estate (US) Type:... ...Must-Have ~2–4 years total experience : ~2 years investment banking (Real Estate or Industrials) followed by 1–2...Summer workPrivateContract workFor contractorsRemote work$70 - $100 per hour
...General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey . Position: Excel Expert —... ...experience applying Excel within a finance domain — private equity, investment banking, hedge funds, or equity research (accounting / FP&A also...Summer workPrivateContract workRemote workWeekday work- ...services firm providing a wide range of investment banking, securities, investment management and... ...management services to institutional and private clients (e.g., Defined Benefit plans,... ...and manage client portfolios for OCIO’s UHNW and Single Family Office...Temporary workWork at officeWorldwide
$100 per hour
...Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey . Position: Investment Finance Expert (CL Funnel) Type:... ..., and diligence in Investment Banking & M&A . Focus on underwriting and LBO modeling in Private Equity & Private Credit . Develop...Summer workPrivateContract workRemote work$60k - $65k
...for all. ABOUT THE ROLE The Full-Time Counselor Advocate plays a lead role in supporting... ...services. Access to free amenities, including private seasonal pool clubs and fitness... ...reassignment to alternate program sites, including summer program locations, may also be required...Summer workPrivateFull timeTemporary workPart timeFor contractorsSeasonal workWork at officeFlexible hoursAfternoon shift- ...AECOM. With accelerating infrastructure investment worldwide, our services are in great demand... ...career opportunities starting Spring/Summer 2027. The event kicks off on Thursday... ...infrastructure — to help our public and private clients find smarter, more advanced ways...Summer workPrivateFull timeContract workFor contractorsWork at officeLocal areaWorldwideRelocation packageFlexible hoursAfternoon shift
- GRC Security Analyst - Information Security At Appfire, we believe... ...our partnership and strategic investment from private equity powerhouse Silversmith... ...used by December 31 Reduced summer hours to support better work-life balance Flexible bank holidays, allowing employees...Summer workPrivateWork at officeLocal areaRemote workWork from homeWorldwideHome officeFlexible hours
- Bank of America Merrill Wealth Management seeks an experienced Financial Advisor to service Private Bank clients with tailored investment guidance and brokerage support. You will profile client objectives... ..., client service, and UHNW relationship growth. #J-18808-...Private
- ...Job Description Consumer & Retail Banking Analyst Career Launch AI Talent Network Location... ...Type: Full-Time Industry: Investment Banking / Financial Services Experience... ...roles featured within the Career Launch AI Private Job Board. It is not a direct job...PrivateFull timeInternship
- ...be running coffee orders or shuffling paperwork this summer. At Fervo, interns are handed something real: a project... ...sensitivity analysis) and PowerPoint; prior experience in investment banking, corporate finance, private equity, management consulting, or a related field is a...Summer workPrivateFull timeInternship
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