1735 Market Street, Ste 4400 Philadelphia, PA 19103 (215) 496-2088 https://advisors.ubs.com/dornstreichdepaul/
UBS Private Wealth Management – Philadelphia
Spring/Summer 2026 Internship
- Location: Center City Philadelphia
- Class Year: Juniors Only (Class of 2027)
- Majors: Finance, Economics, Accounting, or related; select high-performing humanities majors with strong analytical, writing, and communication skills are also encouraged to apply
- Compensation: Competitive hourly rate
- Eligibility: Must have residence in the Philadelphia metro area and be able to commute to Center City
About the Role
The Dornstreich DePaul Group, a leading UBS Private Wealth Management team advising ultra-high-net-worth families, entrepreneurs, and business owners, and with a particular specialty in the middle market M&A space, is seeking 1–2 exceptional junior-year students for a Spring–Summer internship.
This role is built for candidates who are strong analytical thinkers and excellent communicators, whether they come from a business discipline or an elite humanities track. Wealth management draws on both rigorous financial analysis and strong interpersonal and communication skills.
The internship begins part-time in February 2026 (10–15 hours/week during the semester) and transitions to “increased” part-time in Summer 2026 (3+ full days / week, 9am-5pm).
Responsibilities
- Conduct investment, market, and portfolio research
- Support analysis of equities, fixed income, alternatives, and private markets
- Assist with preparing client presentations and written strategy materials
- Work with financial planning tools to support cash-flow, portfolio, & business-owner planning
- Participate in internal meetings, diligence calls, and market briefings
- Support business development initiatives, including prospect research & competitive analysis
- Assist with CRM updates, operations, and client service workflow
- Develop meeting notes, summaries, and synthesis materials
1735 Market Street, Ste 4400 Philadelphia, PA 19103 (215) 496-2088 https://advisors.ubs.com/dornstreichdepaul/
What We’re Looking For
- Strong interest in wealth management as a potential future career
- High analytical ability and comfort with quantitative reasoning
- Exceptional written and verbal communication skills
- Professionalism, judgment, and reliability
- Evidence of initiative, follow-through, persistence, and intellectual curiosity
- Strong Excel + PowerPoint skills
What You Will Gain
- Direct mentorship from senior private wealth advisors and senior associates
- Exposure to sophisticated investment, planning, and advisory work
- Experience supporting entrepreneurs, founders, and business-owner clients
- Exposure to the middle market M&A process
- Skill-building in analysis, communication, and wealth strategy
- Meaningful resume credential for future roles in finance, advisory, consulting, or related
- Final presentation to full Team on internship takeaways and industry insight
- Weekly capital markets updates
- Participate in case study and “book club” discussions
How to Apply
Submit:
- Resume
- A short interest note (≤200 words) describing: Why you’re interested in wealth management
- What strengths you bring
- Confirmation that you have a Philadelphia-area address and can work part-time during spring semester (10-15 hours / week) and part-time in summer (3+ full days / week, 9am-5pm).
Send applications to:
elijah.dornstreich@ubs.com
Subject line: UBS – Dornstreich DePaul Group – 2026 Internship
