Intern - Investment Consulting Services - 2025 - (Hybrid)

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At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.

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We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!

An Investment Consulting Services (ICS) Intern will be exposed to all aspects of managing ICS client relationships. This includes but is not limited to anticipating client needs, providing operational assistance, and collaborating with all team members to seamlessly serve clients.  Interns should expect to perform the following:

• Collaborate on the systematic preparation of investment recommendations and rebalancing to ensure the asset allocation is aligned with the client’s goals and objectives; confirm efficient and accurate implementation
• Assist with the preparation of client meeting materials

• Be able to effectively articulate the firm’s investment philosophy; adhere to our investment process, asset allocation models and manager selection, leveraging internal resources as necessary

• Review performance reports for accuracy; develop an understanding of and the ability to articulate details and concepts within the report
• Collaborate with the Lead Advisor to onboard new clients; assist in the opening and titling of new client accounts; confirm addition to reporting portal

• Participate in team meetings and collaborate with other advisors and teams on best practices, goals and initiatives for the practice

• Process and monitor client transactions, proactively communicating completion/issues with team members.

Compensation and Benefits

For individuals hired to work in New York City, the expected hourly rate range for this role is $35.00 to $42.00 per hour; the actual hourly rate can vary based upon employee qualifications. For additional information on careers at Andersen, please visit our website at: https://www.andersen.com/careers/.

• Pursuing a Bachelor's degree, preferably in Finance, Accounting, or Economics
• A minimum GPA of 3.0
• Excellent communication skills, both written and verbal
• Team player; advanced problem-solving skills; well organized and a strong attention to detail; excellent attitude and client service oriented
• Initiative to seek out opportunities in a fast-paced environment

Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).

Andersen Tax welcomes and encourages workforce diversity. We are an equal opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to race, color, national origin, ancestry, religion, sexual orientation (including gender identity and gender expression), mental disability, physical disability, sex/gender (including pregnancy, childbirth, and related medical conditions), age, marital status, military status, veteran status, genetic information, or any other characteristic protected by federal, state or local laws or regulations. All qualified individuals, including those with criminal histories, will be considered in a manner consistent with the requirements of applicable state and local laws. Additionally, we make every effort to provide reasonable accommodations to qualified individuals with disabilities.

ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS