Intern II at Eastern Bank in Boston, MA

Summary: Eastern Bank is dedicated to supporting its employees and fostering an inclusive workplace. They are seeking an Intern II to support the wealth management team through research and operational functions, enhancing productivity and client service while gaining exposure to various aspects of the investment business. Responsibilities: - Provides generalist assistance to Market Presidents, Team Leaders, Senior Executives, Account Officers, Portfolio Managers and/or CIO—willingness to be flexible, creative and curious - Assists with projects, tasks at hand, including particular investment research projects for one of the Research Committees - Provides generalist research support to the fixed income, equity, asset allocation, or portfolio analytics teams - Projects will vary as needed across individual stock/sector/thematic research, credit/corporate bond research, mutual fund/ETF evaluations, tactical asset allocation modeling, ESG writeups and performance/quantitative analysis - Supports all account officers including WA/RM/TO/PM/WCA teams with client support needs - Help prepare presentations for the wealth management team and other materials for internal investment committee meetings, making any changes as directed by senior colleagues - Attends investment team meetings for support and learning opportunities Required Qualifications: - Progress towards earning a bachelor's degree - Prior experience with spreadsheet and presentation software applications, especially Microsoft Excel, PowerPoint and Adobe products is required - Relevant course work in investment/business or finance related fields - Excellent written and verbal communication skills - Ability to prioritize, juggle variety of tasks, and interact with staff at all levels - Ability to streamline functions by identifying efficiency and process improvement opportunities - Excellent attention to detail - Excellent proofreading skills - Positive attitude, team player, and willingness to accept new assignments and interact with staff at all levels - Comfortable and professional in dealing with clients over phone, email, or in-person Preferred Qualifications: - Knowledge of investment terminology Required Skills: Microsoft Excel, Microsoft PowerPoint Important Skills: Investment terminology, Data analytics Nice-to-Have Skills: Process improvement Benefits: Medical, Dental, Vision, Life and disability insurance, Retirement, Vacation, Tuition reimbursement