Job Description:
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.
Summary of Competitive Benefits & Perks:
Health/Medical Insurance including Dental and Vision
401(k) with company match
Paid time off
Bonus/Target Incentive
Tuition Reimbursement
Complimentary usage of modern in-house fitness center
On-premise full-service dining center discounts
Discounts via the company's EAP
Monthly Employee Recognition Programs
Referral bonus
Pre-tax transportation options
Plus more!
Duties & Responsibilities: Work for the CEO and his designees on strategic and tactical projects as needed, potentially including but not limited to, the following:
CEO presentation laying out CCT's competitive position and performance in the wealth management industry, its go-forward strategy and progress against strategic goals
Analytic exercise exploring the use of Pitchbook and other tools in developing new business leads and supporting ongoing sales efforts for CCT's high-net-worth business
Supporting Head of Institutional Sales, updating white paper publications or other communications of client interest
At the conclusion of the internship, the following goals should have been achieved:
Understand wealth/investment management industry at a high level and CCT's place in the ecosystem (what makes CCT a desirable partner to wealthy families and institutions)
Understand Thematic investing in practice at a high level.
Understand CCT approach to client development, coverage and service
Complete one or more deliverables that create ongoing value for CCT
The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more. Chevy Chase Trust is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees' unique skillsets and ensure that all employees have an equal opportunity to grow and advance. If you are a candidate in need of assistance or an accommodation in the application process, please contact corporate.resumes@bfsaul.com or 301-986-6000. Equal Opportunity Employer/Veterans/Disabled
