{"id":1120,"date":"2025-12-22T09:56:50","date_gmt":"2025-12-22T14:56:50","guid":{"rendered":"https:\/\/sites.temple.edu\/templehonors\/?p=1120"},"modified":"2025-12-22T09:56:50","modified_gmt":"2025-12-22T14:56:50","slug":"ubs-private-wealth-management-summer-internship","status":"publish","type":"post","link":"https:\/\/sites.temple.edu\/templehonors\/2025\/12\/22\/ubs-private-wealth-management-summer-internship\/","title":{"rendered":"\u00a0UBS Private Wealth Management \u2013 Summer Internship\u00a0"},"content":{"rendered":"\n<p>1735 Market Street, Ste 4400 Philadelphia, PA 19103 (215) 496-2088 https:\/\/advisors.ubs.com\/dornstreichdepaul\/\u00a0<\/p>\n\n\n\n<p><strong>UBS Private Wealth Management \u2013 Philadelphia\u00a0<\/strong><\/p>\n\n\n\n<p>Spring\/Summer 2026 Internship&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Location: Center City Philadelphia\u00a0<\/li>\n\n\n\n<li>Class Year: Juniors Only (Class of 2027)\u00a0<\/li>\n\n\n\n<li>Majors: Finance, Economics, Accounting, or related; select high-performing humanities majors with strong analytical, writing, and communication skills are also encouraged to apply\u00a0<\/li>\n\n\n\n<li>Compensation: Competitive hourly rate\u00a0<\/li>\n\n\n\n<li>Eligibility: Must have residence in the Philadelphia metro area and be able to commute to Center City\u00a0<\/li>\n<\/ul>\n\n\n\n<p><strong>About the Role&nbsp;<\/strong><\/p>\n\n\n\n<p>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&amp;A space, is seeking 1\u20132 exceptional junior-year students for a Spring\u2013Summer internship.&nbsp;<\/p>\n\n\n\n<p>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.&nbsp;<\/p>\n\n\n\n<p>The internship begins part-time in February 2026 (10\u201315 hours\/week during the semester) and transitions to \u201cincreased\u201d part-time in Summer 2026 (3+ full days \/ week, 9am-5pm).&nbsp;<\/p>\n\n\n\n<p><strong>Responsibilities&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Conduct investment, market, and portfolio research\u00a0<\/li>\n\n\n\n<li>Support analysis of equities, fixed income, alternatives, and private markets\u00a0<\/li>\n\n\n\n<li>Assist with preparing client presentations and written strategy materials\u00a0<\/li>\n\n\n\n<li>Work with financial planning tools to support cash-flow, portfolio, &amp; business-owner planning\u00a0<\/li>\n\n\n\n<li>Participate in internal meetings, diligence calls, and market briefings\u00a0<\/li>\n\n\n\n<li>Support business development initiatives, including prospect research &amp; competitive analysis\u00a0<\/li>\n\n\n\n<li>Assist with CRM updates, operations, and client service workflow\u00a0<\/li>\n\n\n\n<li>Develop meeting notes, summaries, and synthesis materials\u00a0<\/li>\n<\/ul>\n\n\n\n<p>1735 Market Street, Ste 4400 Philadelphia, PA 19103 (215) 496-2088 https:\/\/advisors.ubs.com\/dornstreichdepaul\/&nbsp;<\/p>\n\n\n\n<p><strong>What We\u2019re Looking For&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Strong interest in wealth management as a potential future career\u00a0<\/li>\n\n\n\n<li>High analytical ability and comfort with quantitative reasoning\u00a0<\/li>\n\n\n\n<li>Exceptional written and verbal communication skills\u00a0<\/li>\n\n\n\n<li>Professionalism, judgment, and reliability\u00a0<\/li>\n\n\n\n<li>Evidence of initiative, follow-through, persistence, and intellectual curiosity\u00a0<\/li>\n\n\n\n<li>Strong Excel + PowerPoint skills\u00a0<\/li>\n<\/ul>\n\n\n\n<p><strong>What You Will Gain&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Direct mentorship from senior private wealth advisors and senior associates\u00a0<\/li>\n\n\n\n<li>Exposure to sophisticated investment, planning, and advisory work\u00a0<\/li>\n\n\n\n<li>Experience supporting entrepreneurs, founders, and business-owner clients\u00a0<\/li>\n\n\n\n<li>Exposure to the middle market M&amp;A process\u00a0<\/li>\n\n\n\n<li>Skill-building in analysis, communication, and wealth strategy\u00a0<\/li>\n\n\n\n<li>Meaningful resume credential for future roles in finance, advisory, consulting, or related\u00a0<\/li>\n\n\n\n<li>Final presentation to full Team on internship takeaways and industry insight\u00a0<\/li>\n\n\n\n<li>Weekly capital markets updates\u00a0<\/li>\n\n\n\n<li>Participate in case study and \u201cbook club\u201d discussions\u00a0<\/li>\n<\/ul>\n\n\n\n<p><strong>How to Apply&nbsp;<\/strong><\/p>\n\n\n\n<p>Submit:&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Resume\u00a0<\/li>\n\n\n\n<li>A short interest note (\u2264200 words) describing: Why you\u2019re interested in wealth management\u00a0<\/li>\n\n\n\n<li>What strengths you bring\u00a0<\/li>\n\n\n\n<li><\/li>\n\n\n\n<li>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).\u00a0<\/li>\n<\/ol>\n\n\n\n<p><strong>Send applications to:\u00a0<\/strong><br><strong>elijah.dornstreich@ubs.com\u00a0<\/strong><br><strong>Subject line<\/strong>: <em>UBS &#8211; Dornstreich DePaul Group &#8211; 2026 Internship\u00a0<\/em><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>1735 Market Street, Ste 4400 Philadelphia, PA 19103 (215) 496-2088 https:\/\/advisors.ubs.com\/dornstreichdepaul\/\u00a0 UBS Private Wealth Management \u2013 Philadelphia\u00a0 Spring\/Summer 2026 Internship&nbsp; About the Role&nbsp; 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&amp;A space, is seeking 1\u20132&#8230;<\/p>\n","protected":false},"author":35453,"featured_media":1123,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[4],"tags":[],"class_list":["post-1120","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-jobsandinternships"],"_links":{"self":[{"href":"https:\/\/sites.temple.edu\/templehonors\/wp-json\/wp\/v2\/posts\/1120","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sites.temple.edu\/templehonors\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sites.temple.edu\/templehonors\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sites.temple.edu\/templehonors\/wp-json\/wp\/v2\/users\/35453"}],"replies":[{"embeddable":true,"href":"https:\/\/sites.temple.edu\/templehonors\/wp-json\/wp\/v2\/comments?post=1120"}],"version-history":[{"count":1,"href":"https:\/\/sites.temple.edu\/templehonors\/wp-json\/wp\/v2\/posts\/1120\/revisions"}],"predecessor-version":[{"id":1124,"href":"https:\/\/sites.temple.edu\/templehonors\/wp-json\/wp\/v2\/posts\/1120\/revisions\/1124"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sites.temple.edu\/templehonors\/wp-json\/wp\/v2\/media\/1123"}],"wp:attachment":[{"href":"https:\/\/sites.temple.edu\/templehonors\/wp-json\/wp\/v2\/media?parent=1120"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sites.temple.edu\/templehonors\/wp-json\/wp\/v2\/categories?post=1120"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sites.temple.edu\/templehonors\/wp-json\/wp\/v2\/tags?post=1120"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}