Financial Services Intern
Onsite – West Conshohocken, PA
Founded in 1988, Hirtle Callaghan has been serving families and nonprofit organizations as their trusted investment office for over 35 years.
Our mission is to strengthen the families and institutions who positively impact the world by protecting and growing their investment assets. Our clients inspire us with their trust, and we know if we do our jobs well, it will mean more scholarships, more programs, more innovation, and more progress.
Hirtle Callaghan pioneered the model of the outsourced Chief Investment Officer (OCIO.) Our structure replicates that of the world’s most successful institutions, which have their own internal investment offices led by a highly qualified Chief Investment Officer. We deliver the same powerful advantages to families and nonprofits who choose to outsource rather than hire and manage investment staff in-house.
As an OCIO, we take an approach that is highly personalized, building customized investment portfolios to meet our clients’ unique goals. In choosing us as an investment partner, our clients gain access to a fully resourced investment office with sophisticated investment capability, purchasing power, access to skilled managers and full transparency. Learn more about us at our website: http://www.hirtlecallaghan.com.
As a Financial Services Intern, you will:
- Experience our culture first-hand by learning directly from investment professionals
- Gain exposure to various aspects of our business including our Investment Strategy, Portfolio Management, and Operations teams
- Learn software systems central to our business operations such as Salesforce, eMoney, Black Diamond, Tableau, etc.
- Receive coaching and mentoring from our team of investment professionals
- Work on special projects and complement your education with real-world experience
Competencies for success:
- Curious, self-starter willing to tackle projects
- Proficient in Microsoft Office Suite (Word, PowerPoint, and Excel)
- Excellent written and verbal communication skills
- Self-directed and able to work without supervision
- Ability to work in a fast-paced environment
At Hirtle, Callaghan & Co., we don’t just accept difference – we celebrate it, we support it, and we thrive on it for the benefit of our clients and our employees. Hirtle, Callaghan & Co. is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or orientation, Veteran Status, or any other characteristic protected by federal, state or local laws. If you have a disability or special need that requires accommodation, please let us know.
Internship – Part Time
$25.00 per hour
Employment from June 1, 2026 to July 24, 2026
Work Authorization Required
Hiring Team: Mary Smith
Open for applications: September 15, 2025 - December 1, 2025
Virtual Interview