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Intern, Wealth Management

Lido Advisors, LLC
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Lido Advisors helps clients navigate the complexities of wealth so they can focus on what matters most to them. Lido is a nationally recognized private wealth management and advisory firm founded to bring a sophisticated, family office-style approach to high-net-worth individuals, families, and institutions. With a holistic approach to investment management, financial and estate planning, and legacy solutions, Lido combines in-house expertise with personalized service to help clients grow, protect, and preserve their financial legacies. For additional information, please visit our website at www.lidoadvisors.com.

 

Title

Intern, Wealth Management

 

Location

Cottonwood Heights, UT

 

Hours and Duration

Two-semester internship: September 2026-April 2027, Part-time – 20 hours/week

 

Responsibilities

Investment

  • Investment manager due diligence
  • Participating in investment manager calls
  • Drafting manager call notes
  • Portfolio performance tracking
  • Private equity deal flow tracking and deal comparison
  • Other investment tasks and projects as needed

Administrative

  • Client onboarding
  • Client service requests
  • Meeting scheduling
  • Other administrative tasks and projects as needed

Planning

  • Financial plan data entry, modeling, and analysis
  • Updating existing financial plans
  • Other planning tasks and projects as needed

Other

  • Data entry and reconciliation
  • Creation of financial statements and investment reports
  • Prospecting
  • Attending client/prospect meetings
  • Entering call notes in CRM
  • Preparing meeting materials
  • Training other interns on projects and responsibilities

 

Qualifications

  • Pursuing BS/BA, MBA, or MSF
  • Prefer candidates pursuing either CFP® or CFA
  • Proficient in MS Excel, PowerPoint, and Word
  • Experience with financial modeling in MS Excel
  • Prefer experience with eMoney Advisor
  • Prefer experience with Salesforce
  • Extreme attention to detail
  • Strong writing and communication skills
  • Prefer GPA of 3.0 or higher
  • General accounting and investment knowledge

 

Compensation

Based on experience and qualifications.

 

Application

Qualified candidates must submit their resume in PDF format through Handshake. Resumes are due on or before February 13th, 2026, at 11:59 PM MST.