May 2026 – Aug 2026
Global Investments & Wealth Intern
BNY · Atlanta, GA
I rotated across the floor rather than sitting on one desk: private banking, advisory and portfolio management. Most of my time went into the dashboards and tools those teams ran on, turning a complex client decision into a financial tradeoff an advisor could put a number on in the room. My primary mentor was a private banker, so most of the work was banking and client advisory, and the client side was the part I liked most.
What I built
- A Roth conversion analysis tool and a Sell vs. Borrow dashboard, both written up in Work below, adopted across the wealth team in the Atlanta office. Several of the tools were picked up by colleagues in other offices, including Tampa and New York.
- A banking deal sheet dashboard to take the friction out of deal prep.
- Net Worth Statements and client meeting books across investment, retirement, trust, alternative and real estate holdings.
- Relationship-level SWOT analyses presented for office review, identifying client needs, risks and potential opportunities.
- Prospect coverage across the Southeast and Florida: high-net-worth families, family offices and centers of influence the advisors hadn't reached yet.