Job Posting: Intern – Wealth & Asset Management
About Epok Advice
Epok Advice is a growing boutique consulting firm based in Toronto that delivers tailored strategy and transformation support to wealth and asset management businesses. With deep industry expertise and a flexible, on-demand service model, we are building a new standard for advisory excellence.
Role Overview
We are seeking a motivated and detail-oriented Summer Intern to join our dynamic team. This is a unique opportunity to gain hands-on experience in management consulting, focusing on wealth and asset management. You will work alongside experienced consultants, supporting client engagements and contributing to impactful projects. This is a remote internship, providing flexibility and the opportunity to work from anywhere
Key Responsibilities:
Conduct research and analysis on industry trends, market opportunities, and competitive landscapes in wealth and asset management.
Assist in the development of client presentations, reports, and strategic recommendations.
Support client workshops and meetings, contributing to discussions on financial services strategy and innovation.
Collaborate with senior consultants on project delivery, leveraging data-driven insights to inform decision-making.
Participate in brainstorming sessions and contribute creative solutions to client challenges.
Qualifications:
Currently enrolled in a Bachelor's or Master's program (Business, Finance, Economics, or related fields preferred).
Strong analytical skills with the ability to synthesize complex information.
Excellent communication and presentation skills.
Proficiency in Microsoft Office (Excel, PowerPoint, Word).
Demonstrated interest in wealth management, asset management, or financial services.
Self-starter with a proactive attitude and the ability to thrive in a fast-paced environment.
What We Offer:
Mentorship from industry experts with deep knowledge of wealth and asset management.
Exposure to high-impact consulting projects and client interactions.
A collaborative and inclusive work environment that values diverse perspectives.
Flexibility to work remotely, ensuring a balanced work-life experience.
Potential for a full-time offer upon successful completion of the internship.
How to Apply:
Please submit your resume and a brief cover letter outlining your interest in the internship to hello@epokadvice.com
