Churchill Summer Internship, Investor Solutions Group - Wealth

• Market research and target qualification:
  Research and screen prospective wealth management partners (RIAs, independent broker-dealers, and family offices) to build a qualified pipeline of business development targets. This includes evaluating firm size, AUM, investment focus, and strategic fit to help prioritize outreach efforts.
• Strategist Briefs:
  Compile relevant research, news articles and private markets data in coordination with the Head of Research and Strategists to help educate the sales team.
• Executive Presentation Development:
  Build presentation materials for senior leadership on business development strategy, progress against targets, identified gaps, and market insights.
• Meeting Preparation & Support:
  Support strategists ahead of external meetings by preparing briefing materials, compiling background research on prospects, and pulling relevant data.
• Meeting Follow-Up & Documentation:
  Draft post-meeting recaps and summaries, and log relevant notes and next steps to track relationship progress and inform future strategy.
• Analytical Support:
  Contribute ad hoc analysis on target segments, competitive positioning, or channel trends to support broader business development discussions.
• Investor Relations Support:
  Perform various quantitative and qualitative analyses (performance and portfolio attribution, peer benchmarking, performance analytics) to support investor communications
• Peer analysis:
  Gather and synthesize market intelligence (peer/competitor portfolio analysis) to drive insights into investor collateral and communications

• Market research and target qualification:
  Research and screen prospective wealth management partners (RIAs, independent broker-dealers, and family offices) to build a qualified pipeline of business development targets. This includes evaluating firm size, AUM, investment focus, and strategic fit to help prioritize outreach efforts.
• Strategist Briefs:
  Compile relevant research, news articles and private markets data in coordination with the Head of Research and Strategists to help educate the sales team.
• Executive Presentation Development:
  Build presentation materials for senior leadership on business development strategy, progress against targets, identified gaps, and market insights.
• Meeting Preparation & Support:
  Support strategists ahead of external meetings by preparing briefing materials, compiling background research on prospects, and pulling relevant data.
• Meeting Follow-Up & Documentation:
  Draft post-meeting recaps and summaries, and log relevant notes and next steps to track relationship progress and inform future strategy.
• Analytical Support:
  Contribute ad hoc analysis on target segments, competitive positioning, or channel trends to support broader business development discussions.
• Investor Relations Support:
  Perform various quantitative and qualitative analyses (performance and portfolio attribution, peer benchmarking, performance analytics) to support investor communications
• Peer analysis:
  Gather and synthesize market intelligence (peer/competitor portfolio analysis) to drive insights into investor collateral and communications

• Preferred candidate will be a rising Senior (Class of 2028) or rising Junior (Class of 2029) expected to graduate with a Bachelor’s Degree in Business Administration, Accounting, Finance
• Strong attention to detail; careful review of facts and figures, quick to identify errors, ensure consistency of information
• Superior Excel and PowerPoint skills, with demonstrated ability to express complex ideas in a clear and concise manner
• Outstanding interpersonal and written communication skills, effective and strong active listening skills
• Proven track record of success collaborating in a fast-paced, results driven team environment
• Innovative and creative thinker; ability to make connections among previously unrelated notions, ability to project how potential ideas may play out

• High School Preferred

• No Experience Required

• Physical Requirements:
  
  Sedentary Work

2IC

Base Pay will be $30.00 per hour

Accountability, Adaptability, Business Acumen, Collaboration, Communication, Consultative Communication, Data Analysis, Influence, Market/Industry Dynamics, Problem Solving, Relationship Management

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior…