There is a lot of education, where the company teaches you about the industry. A lot of it is not actual work, but great experience.
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Global Technology Summer Intern
June - August 2021 • Charlotte, NC
What I liked
What I wish was different
The program was a bit disorganized -- I wish mentor and mentee connections were set up with more thought
Advice
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Summer Analyst
June - August 2021 • New York City, NY
What I liked
Great culture and engaging work.
What I wish was different
Virtual format made it hard to connect with other interns in the group.
Advice
Talk to as many people as possible during the internship to get a better feel for the team culture.
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Global Human Resources Intern
June - August 2021 • Charlotte, NC
What I liked
I liked the amount of time that I was given to network.
What I wish was different
I do with the internship had been in-person or hybrid.
Advice
The first week of the internship was the hardest for myself personally. There was a Data Analysis project, as a HR intern I was confused as to why I was tasked with this. Thankfully, it is a group project so be open with your partners about your strengths and weaknesses.
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Advisor Development
June - August 2021 • Dallas, TX
What I liked
It was a very in-depth overview of what the career of a Financial Advisor entails and the path it takes to get there, I found it to be a great learning experience and very realistic
What I wish was different
It was virtual so obviously an in-office experience would have been better but it was not as hand-on as I would have liked, I wish there were more one-on-one sessions and ability to see how the client interacts with an advisor
Advice
Financial Advising is just another name for the sales industry, it's hard work, you have to build your customer base and your potential is based on how well you build your book of business and network. It an be successful but it takes time.
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Sales & Trading Summer Analyst
January - August 2023 • New York City, NY
What I liked
Three rotations, numerous info sessions, overall great exposure to the firm's different business lines
What I wish was different
Feedback sessions are only available at the end of each rotation. I wish there could be one in the mid
Advice
Have a growth mindset
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Summer analyst
June - August 2023 • New York City, NY
What I liked
The training process was very rigorous and hands-on
What I wish was different
We could have had a couple more training sessions before delving into deal teams
Advice
be prepared to work hard
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Summer wealth management analyst
June - August 2023 • Washington, DC
What I liked
The people I worked with were incredibly knowledgeable and were extremely welcoming.
What I wish was different
I wish the location was closer to home. But DC was a great experience!
Advice
I am proud of all the effort I put into the internship. I’d made me happy knowing my work was valued and was considered part of the team.
