Wealth Management Intern- PCG Trading

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.  We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

Here at Janney, we live our values. We deliver, with integrity, financial services to our clients to help them meet their investment, retirement, and business goals. Our professional, respectful, and team-oriented culture helps us to keep people at the center which has allowed us to exceed the expectations of our clients for over 190 years. This is who we are, this is what we do as we strive to be the highest standard of success in financial relationships.

 

Janney’s Corporate Internship Program is a 10-week paid opportunity beginning June 3, 2024 August 9, 2024 for students entering their senior year of undergraduate study who are on track to graduate in Spring 2024.   

 

The summer intern will work with all trading desks under the PCG trading universe.  This would be a great opportunity to learn how Taxable & Municipal Fixed Income, Exchange Traded Products and Advisory Trade desks work.  The candidate will learn the different investments and trading strategies that our traders use to help satisfy our retail client base. They will also learn from and interact with other areas of the firm such as operations and compliance that help keep the trade desks operational.  Daily work may include ad hoc reports, projects and one on one interaction.

 

What you are good at:

• Communication: Exceptional written, verbal, and empathetic communication skills
• Customer Service: Able to anticipate and meet customer needs and have a proven ability to develop rapport with external clients and internal customers
• Prioritizing: operate in a fast-paced environment effectively managing competing priorities and responsibilities to meet critical deadlines
• Building Relationships: Connecting with others in a way that fosters trust and creates collaborative relationships

 

Responsibilities:

• Respond to adhoc project requests
• Assist traders with daily admin work
• Pull data and create reports as requested

 

What you have: 

• A high level of initiative and motivation
• Adaptability – when changes occur, can you adapt and thrive?
• Superior interpersonal skills with the ability to establish and maintain relationships at all organizational levels
• Ability to collaborate effectively and be a contributing member of the team
• Strong mathematical and analytical skills
• Proficiency in Microsoft Office applications (Excel, Word, PowerPoint).  Ability to quickly learn and use internal proprietary systems
• Ability to prioritize and manage multiple projects and initiatives while maintaining a strong sense of urgency
• Student mentality.  Leveraging your objective perspective to ask questions about processes and contribute to solving problems
• Demonstrate a strong desire to learn and quickly grasp concepts and information to apply to work assignments
• Strong commitment to outstanding client service
• Demonstrated leadership and/or participation in extracurricular activities
• Disciplined approach to work in a hybrid role
• Desire for a career in the financial services industry 

 

Program Eligibility Requirements: 

• Currently enrolled in a 4-year accredited college/university and actively pursuing a Bachelor’s Degree
• Must be a rising Senior (graduating in Spring 2025)
• Ability to work full-time (37.5 hours/week) during the internship
• Cumulative GPA of 3.0 or higher preferred
• Finance majors preferred

 

Recruitment Timeline: 

• Application deadline is October 13, 2023.

 

Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Paternal Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future.  Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.  We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Attracting, hiring, and retaining diverse talent is a priority for the firm.   We succeed because of the people who choose to work here; the depth of their skills, experiences, diversity of thoughts and backgrounds. 

Janney is dedicated to promoting and supporting diversity within our workplace.  We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities.