Matter Family Office→
2026 Summer Intern at Matter Family Office in St. Louis, MO
InternshipOn-siteFull-timeSt. Louis, MO
Skills
excelresearchclient communicationteam collaboration
Job Description
Summary: Matter Family Office is dedicated to supporting families in their wealth management strategies. They are seeking a Summer Intern to assist the client service team with various projects, including preparing reports and enhancing investment analysis tools.
Responsibilities:
- 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
Required Qualifications:
- You are a BA or BS degree candidate with exceptional academic performance
Important Skills: Excel
Nice-to-Have Skills: Research, Client communication, Team collaboration
Internship Start Date: Start in 2026 Summer