Employment Type: Full-Time, In-Office; June 2nd - August 8th 2025
Reporting to: Deatra Vailes, Partner & Chief Operating Officer
Overview:
TritonPoint Wealth, a premier independent wealth management firm based in Chevy Chase, Maryland, is seeking a Summer Analyst to join our firm. This pivotal role offers a deep dive into the financial services industry, providing hands-on experience in wealth management. The ideal candidate will be enthusiastic about building their expertise and assisting our team in driving client success. Exceptional performers may be considered for full-time roles post-graduation, aligned with our staffing needs.
Key Responsibilities:
Analyze financial data and prepare reports to support investment decisions.
Assist with the development and implementation of financial plans and strategies.
Engage in comprehensive client service activities to understand holistic wealth management.
Contribute to projects that enhance the firm's operational efficiencies and client engagement strategies.
Participate in learning opportunities, including meetings, to gain industry insights.
Qualifications:
Currently pursuing a Bachelor's degree in Finance, Economics, Business or a related field.
Strong proficiency in Microsoft Office Suite, particularly Excel, with a readiness to learn specialized WealthTech and other financial tools.
Detail-oriented with a high level of accuracy and precision in handling tasks.
Excellent verbal and written communication skills, capable of effectively collaborating within a team.
Demonstrates intellectual curiosity, critical thinking, and a proactive approach to problem-solving.
Personal Characteristics
A dynamic team player who thrives in collaborative and fast-paced environments.
Strong ethical judgment and the ability to handle sensitive information with discretion.
Passionate about pursuing a career in wealth management and committed to ongoing personal and professional development.
Career Growth Opportunity:
The Summer Analyst position is designed as a stepping stone into the world of private wealth management. At TritonPoint Wealth, we are committed to fostering a culture of professional growth and development. This role offers the unique opportunity to work directly under the guidance of the COO, gaining critical industry exposure and building a solid foundation for a career in financial services.