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We're not hereto be average

2020 Summer Intern – Advisor Relations

Details of the Relationship Associate Summer Internship (Boca Raton office)

  • The program is open only to rising seniors from a top tier college or university (graduating in 2021.)
  • This is a summer internship with the firm’s Advisor Relations team, which is responsible for client servicing and business development with advisor-based investors.
  • The internship will run for 9 weeks (June through August 2019), and the successful intern must be able and willing to commit to the full length of the program.
  • The summer intern will gain hands-on exposure to our asset management business. Summer interns will participate in leadership and skill-based training, speaker series, and firmwide events alongside full-time employees and fellow summer interns.
  • Successful summer interns may be considered for full-time roles post-graduation.

Responsibilities

  • Research, collect, and organize data in CRM system on prospects, advisors and clients
  • Research and analyze current business to understand asset & flow trends, advisor behavior and future opportunities
  • Provide market intelligence on competing firms, investments and industry trends, which will help create a more strategic and focused sales effort
  • Research the RIA landscape and provide intelligence on opportunities within the space
  • Participate in and coordinate targeted marketing campaigns

Qualifications

  • Bachelor’s degree from a top-tier college or university in progress (graduating in 2021)
  • Minimum 3.5 GPA
  • Strong Microsoft Excel and Words skills
  • High standards of personal integrity and accuracy
  • Effective oral and written communication skills and strong analytical skills
  • Ability to quickly apply new technologies and be proactive about learning
  • U.S. Permanent Work Authorization (Required)

Primary Location

  • Boca Raton, FL

INSTRUCTIONS FOR SUBMITTING APPLICATIONS

Kindly submit a word document with the responses to the following questions, along with your resume, by Friday, October 25th to jobs@polencapital.com and reference the job title in your email.

Here are the questions:

  1. What about this opportunity at Polen Capital appeals to you? (No more than 150 words)
  2. Why are you interested in a potential career in distribution? (No more than 150 words)
  3. What does an effective sales process look like to you? (No more than 150 words)
  4. What is your favorite class thus far in your undergraduate studies and what have you learned that you believe you can apply to this internship? (No more than 150 words)

We are a high-achieving, team-oriented investment firm where talented professionals can thrive in a culture built for growth.

Stan C. Moss   |   CEO, Polen Capital

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