What are the responsibilities and job description for the Wealth Management Intern position at Olympus Wealth Management, LLC?
Company
Olympus Wealth Management
Company Description
Olympus Wealth Management helps clients achieve the freedom and peace of mind to pursue their passions. Olympus Wealth Management was founded by three partners from J.P. Morgan’s Private Bank who spent their careers working with high-net-worth and ultra-high-net-worth families. The company was created with the needs of wealthy families in mind. Olympus Wealth Management customizes solutions for wealthy families through sophisticated planning, investment management, first-class service, and a multi-family office. For additional information, please visit our website at www.olympuswealthmanagement.com.
Title
Wealth Management Intern (first semester of two-semester internship) &
Senior Wealth Management Intern (final semester of two-semester internship)
Location
Cottonwood Heights, UT
Hours and Duration
Two internship opportunities in 2026:
- Two-semester internship: Part-time – 20 hours/week, January-April; Full-time – 40 hours/week, May-August.
- Two-semester internship: Full-time – 40 hours/week, May-August; Part-time – 20 hours/week, September-December.
Responsibilities
-Investment
- Investment manager due diligence
- Participating in investment manager calls
- Drafting manager call notes
- Portfolio performance tracking
- Private equity deal flow tracking and deal comparison
- Other investment tasks and projects as needed
-Administrative
- Client onboarding
- Client service requests
- Meeting scheduling
- Other administrative tasks and projects as needed
-Planning
- Financial plan data entry, modeling, and analysis
- Updating existing financial plans
- Other planning tasks and projects as needed
-Other
- Data entry and reconciliation
- Creation of financial statements and investment reports
- Prospecting
- Attending client/prospect meetings
- Entering call notes in CRM
- Preparing meeting materials
- Training other interns on projects and responsibilities
Qualifications
- Pursuing BS/BA, MBA, or MSF
- Prefer candidates pursuing either CFP® or CFA
- Proficient in MS Excel, PowerPoint, and Word
- Experience with financial modeling in MS Excel
- Prefer experience with Morningstar Direct and eMoney Advisor
- Prefer experience with Salesforce
- Extreme attention to detail
- Strong writing and communication skills
- Prefer GPA of 3.0 or higher
- General accounting and investment knowledge
Compensation
Based on experience and qualifications.
Application
Qualified candidates must send a resume in PDF format to analysts@olympuswealthmanagement.com. Resumes are due on or before September 30, 2025, at 11:59 PM MST.