Investment Internships
Investment internships give university students, recent graduates, and early-career switchers hands-on project experience working alongside working investment analysts and portfolio professionals, and, at many employers, a path toward a full-time offer. Openings are concentrated across Banking & Financial Services, Investment & Asset Management, and Fintech, with KeyBank, New York Life, and Western & Southern Financial among the employers posting roles now.
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Description
Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. We will only consider candidates who are currently authorized to work in the United States and who will not require sponsorship now or in the future. Please note: student visas, CPT, OPT, H-1B, TN, and other temporary work authorizations are considered restricted forms of employment eligibility. Once these expire, the candidate must be able to present another valid form of work authorization.
Contract Dates: Tuesday, June 1 – Friday, August 7, 2027
Locations Available: Pittsburgh, PA; Atlanta, GA; Chicago, IL; or New York, NY
Join WTW’s Investment team for a summer internship where you will be working alongside experienced investment professionals to analyze information, solve client problems, and communicate investment insights. You will work with supportive teams across investment research, portfolio management and client consulting, build practical analytical and presentation skills, and learn how institutional investors make portfolio decisions in a collaborative environment. No specific major is required. We welcome candidates who are curious about financial markets and interested in learning.
We are in the business of transforming tomorrows. Join us and transform yours.
The Business
WTW’s Investment business helps institutional investors make better investment decisions through advice, investment management services, and specialized tools. We advise more than 1,200 clients globally on over $2.6 trillion in assets, helping them achieve better and more sustainable outcomes.
The Role
You will be part of a collaborative team, working alongside consultants, researchers, portfolio managers, and other investment professionals on projects that support institutional investors. Through real client and research work, you will build practical experience, develop analytical, communication, and problem-solving skills.
Work you may help with:
- Research investment managers and strategies, organize findings, and help teams compare potential investment ideas.
- Analyze portfolio or performance information using spreadsheets and internal tools.
- Support teams in preparing reports and presentation materials for client meetings.
- Participate in team discussions and contribute questions, observations, and ideas
- As your knowledge develops, you will gain exposure to how investment advice is delivered and how client relationships are managed.
Learning and Development
Throughout the internship, you will receive training, mentoring and hands-on project experience designed to develop analytical, technical, and professional skills. You'll work with colleagues across the Investments business, gain exposure to different areas of investing, expand your network, and explore potential future career paths. Interns may also have opportunities to contribute to broader team initiatives and thought leadership projects.
What you will bring
- Curiosity about financial markets and an eagerness to learn.
- An analytical and thoughtful approach to solving problems.
- Written and verbal communication skills.
- Ability to collaborate, stay organized, and follow through on commitments.
- Comfort working with spreadsheets and presentations, or a willingness to develop these skills.
This is an in-office or hybrid role, with the expectation of being present in the office at least three days each week. The position placement will be in one of the following offices: Pittsburgh, PA; Atlanta, GA; Chicago, IL; or New York, NY.
Qualifications
Eligibility and work arrangements
- Currently pursuing a bachelor’s or master’s degree within the confirmed graduation window. No specific major is required. (a minimum GPA of 3.0)
- Accepting applications from candidates that graduate with a bachelor’s or master’s degree between December 2027 through June 2028.
- This is a hybrid position that requires you to be local and able to work from one of the listed offices at least three days per week.
- Meets the work-authorization requirements stated for this opportunity.
We are committed to hiring the best-qualified candidates while ensuring our search reaches a broad range of talented applicants. If this opportunity excites you and your experience aligns with many of the skills described, we encourage you to apply, even if you do not meet every qualification listed.
Future Career Opportunities: Our internship program serves as a key talent pipeline for future full-time Graduate opportunities. As a result, candidates must meet the graduation date requirements specified in the posting. If a candidate's expected graduation date changes after applying, they are expected to promptly inform their recruiter or manager, as this may impact eligibility for current or future opportunities.
Interest in pursuing the CFA (Chartered Financial Analyst) is desired for this role. If the internship converts into a full time role, CFA charter designation will be strongly encouraged.
Recruiting tips: WTW specializes in preparing for the unknown. Here’s how to get ready for the big day: https://careers.wtwco.com/early-careers-application-process-faqs.
Compensation and Benefits: Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation: The hourly rate being offered for this role is $26-$28.75/hr USD. This role is also eligible for over-time.
Company Benefits: WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
- Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records
EOE, including disability/vets
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Investment Internship Market
Who's Hiring
- KeyBank11

- New York Life5

- Western & Southern Financial5

- JPMorganChase3

- AES Corporation3

Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Fintech
- Construction & Real Estate
Tips for Your Investment Internship Search
Apply in fall for the following summer
Large asset managers, investment banks, and private equity firms open summer intern applications in September and October and close them before the new year. If you wait until spring, most structured programs are already full. Set a calendar reminder and treat fall recruiting as your primary window.
Build a portfolio before you apply
Investment hiring teams want proof you can do the work, not just that you studied it. Document two or three projects, whether a stock pitch, a discounted cash flow model, or a written investment memo, naming the tools you used, the assumptions you made, and where to find the finished output. That artifact gives recruiters something concrete to assess.
Work campus and direct applications together
Campus career fairs surface structured programs tied directly to your university, and professors or career center advisors often know which firms recruit from your school before roles post publicly. Apply directly to smaller firms and regional advisors running their own cohorts at the same time, since those employers rarely appear at campus events but actively hire interns year-round.
Practice your investment interview format out loud
Investment intern screens typically involve a stock pitch, a valuation or modeling exercise, or a case discussion where interviewers weigh how you structure a problem as much as your final answer. Practice walking through your reasoning aloud before the interview, not just in your head, so the explanation sounds clear and deliberate under pressure.
Target structured summer analyst programs early
Major banks, asset managers, and private equity firms run cohort programs designed to train investment interns from the ground up, placing them on live deal or research teams for the duration. These programs recruit early, fill in the first application wave, and carry the clearest path to a return-offer conversation. Identify the ones that match your target sector and apply before the first deadline.
Set your work-type filter before you start
On-site roles are 29% of the investment internships listed here. Decide whether you can relocate or commute to a financial center before you start searching, then filter by location and work type so you are not spending time on roles you cannot accept.
Investment Internships: Frequently Asked Questions
How do I get an investment internship?
Lead with coursework and personal projects rather than work history, since hiring teams expect limited experience at the intern level. For investment candidates, the concrete artifact recruiters want to see is a documented financial model, investment memo, or portfolio analysis showing your tools and methodology. Combine direct applications with campus career fairs, where recruiters often move faster for students they meet in person.
Can an investment internship turn into a full-time job?
Many employers extend return offers to strong interns, but conversion is never guaranteed. For investment interns, what actually drives it is performance on live deal work or portfolio tasks, available headcount on the team, and how early return-offer decisions are made. Position yourself by delivering on real assignments without counting on a standing offer.
When should I apply for investment internships?
Earlier than most candidates expect. Large banks, asset managers, and private equity firms recruit summer interns the preceding fall, often closing applications before winter. Smaller firms, regional advisors, and co-op programs post closer to their start dates, so openings appear year-round. Checking regularly and applying as soon as a role goes live gives you a real advantage.
Are investment internships paid?
Most professional investment internships in the United States are paid. Compensation varies by company size, sector, and location, with larger financial institutions generally offering more structured packages. Listings show pay where the employer discloses it, so you can compare directly when that information is available.
What should an investment internship resume include?
Lead with projects, not work history. Include two or three fully documented projects that show the tools you used and where to see the output, whether that is a published financial model, a written investment thesis, or a case study with a clear recommendation. Add relevant coursework in finance, accounting, or economics, keep the whole document to one page, and put your strongest project first.
Are there remote investment internships?
Yes. Remote and hybrid roles make up 71% of the investment internship listings here, with the rest on-site. Remote cohorts fill quickly once posted, so apply early and use the work-type filter to see only the format that fits your situation.
What is a summer analyst investment internship?
Summer analyst programs are structured internship cohorts at banks, asset managers, and private equity firms built specifically to train people entering investment roles for the first time. They run for eight to twelve weeks, assign interns to live deal teams or research desks, and recruit early in the fall preceding the summer. Competition is high, so identify the programs that match your target sector and apply in the first application window.
Can international students get investment internships?
Yes. F-1 students can intern through CPT while enrolled or through OPT work authorization after finishing a degree, and the employer does not have to file anything for either, so many companies are open to international interns. Confirm your eligibility and timing with your university's international student office before accepting an offer.
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