Summer 2026 Institutional Client Service Intern at CAPTRUST · Phoenix

Summary: CAPTRUST is seeking an Institutional Client Service Intern in their Phoenix, AZ office to join the Client Management team. The role provides exposure to institutional advisory and investment consulting, with responsibilities including assisting with client service, meeting preparation, data maintenance, and administrative tasks. Responsibilities: - Work closely with financial advisors, client service, and peers on the Client Management Team - Assist performance reporting team in the preparation and review of quarterly performance reports - Assist in the preparation and review of fee and expense benchmarking analysis and reports - Contribute to new research, project initiatives, and ad hoc projects within required deadlines - Attending client investment committee meetings to observe (upon invitation from advisor) - Attending Participant Advice sessions with our plan advisors to observe participant meetings Required Qualifications: - Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior - All School of Business Majors (Accounting, Finance, Economics, Financial planning, or Taxation preferred) - Significant interest in the workings of investment advisory firm - Strong critical thinker who is a strong self-starter - High-level proficiency in Word, Excel, PowerPoint, Outlook - Excellent communication and writing skills - Organized, detail-oriented and able to multitask with proven ability to plan and achieve results - Demonstrate highest personal ethics and integrity - Ability to maintain absolute confidentiality of information - Team player, collaborative, able to work with and through others Required Skills: Investment advisory, Financial analysis, Performance reporting, Fee, expense benchmarking, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Multitasking, Ethics, Planning Internship Start Date: Start in 2026 Summer Benefits: Fully stocked break room, Fun employee events, Opportunities for personal growth