Finance Intern

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!
  
  
  

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 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 [email protected] or 301-986-6000.

Equal Opportunity Employer/Veterans/Disabled

Duties & Responsibilities:

Work for CCT and the firm’s designees on strategic and tactical projects as needed, potentially including but not limited to, the following:

Support Director, Thematic Research Analyst, in the work on secular trends in the global economy and fundamental analysis of companies impacted by thematic changes.

Support Director, Fixed Income Portfolio Manager, in the work assisting clients and researching fixed income securities.

Support Co-Head of Planning and Senior Financial Planner, in their work preparing financial plans for clients of the firm.

General work in reviewing CCT’s competitive position and performance in the wealth management industry and analytic exercises exploring the use of current tools to build investment portfolios for clients

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’s approach to financial planning and service

Complete one or more “deliverables” that create ongoing value for CCT