• Summer Intern-Client Service and Marketing Associate

    Location US-NY-New York
    Client Service & Marketing
  • Overview

    A ten week internship program designed to provide valuable career experience for students who wish to apply their education and skills in a fixed-income-oriented work environment.   This is an intensive program that mirrors the responsibilities of an entry level position within the Firm. Participants get on-the-job training as well as technical and business-oriented education. The intern will work in the Client Service and Marketing Support Department.    



    • Coordinate and contribute to the development, preparation and review of standard and custom client reports to be used in relation to Western’s liquidity and retail client base; ensure accuracy and timely delivery
    • Work with Sr CSAs to provide specific account, benchmark, competitive and market analysis to support client & ad hoc requests, RFPs, presentations, monthly commentary
    • Coordinate across departments (investment management, investment support, compliance, finance) to address client inquiries, working with Sr CSAs
    • Ensure that all report creation processes are properly and consistently documented
    • Collaborate with CS Executives and Product Managers
    • Keep current on investment strategies, market conditions and key occurrences in worldwide marketplace





    • Candidates should be in the process of completing a 4 year degree in finance, business administration/marketing or a related major
    • Candidate should have strong writing and editing ability
    • Candidates should be exploring the career opportunities available to them within the financial services field, with a desire to learn about and participate in a Fixed Income environment
    • Experience with Excel a plus
    • Ability to work in a team-oriented environment
    • Fluency in the English language required

    Academic Qualifications (minimum requirements):

    Student with a proven record of academic excellence and achievement.

    How to Apply

    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed