Location: Chicago, IL Key responsibilities include: Private Wealth / Family Office Assist with preparation of client meeting materials and portfolio summaries Conduct investment and market research to support client discussions Support financial planning analysis (cash flow, asset allocation, tax considerations, estate structures) Observe client meetings and internal strategy sessions Assist with family office initiatives such as reporting, governance materials, or consolidated balance sheet analysis M&A / Strategic Growth Support research on prospective acquisition targets (RIA landscape, trust companies, accounting firms, etc.) Assist with industry research and competitive benchmarking Help prepare internal memos and presentation materials for leadership discussions Conduct preliminary due diligence support (public information gathering, financial summaries, market analysis) Track key industry trends in wealth management consolidation Financial Institutions / Research Assist in summarizing manager research and investment commentary Support data compilation and performance reporting Help prepare materials for RIA and institutional client meetings Conduct research on asset managers, investment strategies, and market themes Observe investment committee discussions and research team meetings Qualifications: Rising junior or senior undergraduate student (Finance, Economics, Accounting, or related field preferred) Interest in wealth management, investment consulting, or financial services Ability to work independently and collaboratively in a collegial environment. Professional communication skills (written and verbal) Strong analytical skills with a keen attention to detail, organization skills and time management skills Knowledge and experience with Microsoft Office products such as Word, PowerPoint and Excel Lift and carry materials weighing up to 25 pounds, with reasonable accommodations available to support the performance of essential job functions.