Family Office Intern (Summer 2021)

  • Intern

Company Description

At Matter Family Office, families are our number-one priority. We lead the way on a purpose-driven path that combines a family’s goals and values with our technical excellence. By guiding families through strategies that foster communication, planning, and intentional decision-making around wealth, Matter helps the families we serve continue to thrive for generations.

Matter was founded in 1990 and has offices in St. Louis, Denver, and Dallas.

Job Description

During your time here, you will assist and support client service team professionals with projects and responsibilities that could include:

  • Preparing portfolio reports and analysis materials for client meetings
  • Developing, updating, and improving Excel spreadsheets used to analyze investment strategies and portfolios
  • Researching and reporting on client-specific investments, expense issues, or other client requests
  • Various client or firm-wide projects leveraging the unique qualifications of the intern

Qualifications

You are a BA or BS degree candidate (May 2022) with exceptional academic performance.

Additional Information

  • This is a paid internship
  • We expect to hire two interns, located in either the St. Louis, Denver, or Dallas offices
  • Start and end dates are negotiable

All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.