
Summer Analyst
Job Title: Summer Analyst
Company: TritonPoint Wealth
Location: Chevy Chase, Maryland
Employment Type: Full-Time, In-Office; June 2nd – August 8th 2025
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.