IEQ Capital

Wealth Management Intern

January - August 2019 • San Mateo, CA

What I liked

Small Team, Strong Relationships, Personalized Attention Interns get a strong understanding of financial markets

What I wish was different

Advice

Be open-minded!

1 One person found this helpful

Wealth Management Intern

June 2019 • Foster City, CA

What I liked

Ability to work on a variety of different projects, workflow changes constantly. Exposure to private wealth management industry and learning about the financial world

What I wish was different

Advice

Be flexible, humble and willing to deliver impact on the job

1 One person found this helpful

Intern

April - July 2020 • Foster City, CA

What I liked

The company has a great culture with a very welcoming team. There are opportunities to work/communicate individually for CEOs and partners and even ultra high net-worth clients as an intern. Junior staff is smart, friendly and keep it lighthearted, and everyone, regardless of their position, has bought into the success and future of the company in a very genuine way. IEQ Capital is established from their years at BofA and First Republic, successful, and remain the fastest growing name in the US wealth management industry.

What I wish was different

N/A. I hear the office is incredible with shuffleboards and ping-pong tables and unlimited catered food- wish I got to see it.

Advice

Reach out to people who's role you are interested in at IEQ. Whether if it is client facing, alternative research, or business development, employees are happy to get you involved if ask. HR will also help if you want to try out different aspects of the business.

1 One person found this helpful

Intern

February - May 2020 • Foster City, CA

What I liked

There were three things I particularly loved at IEQ: 1. Employees. The employees at IEQ are not only incredibly bright, but also genuinely good human beings. Although I was 'just' and intern, I always felt valued by my team. 2. Desire to achieve greatness. At IEQ, everyone always gives their very best to perform at the highest level at all times. 3. Support. As an intern, I had hundreds of questions. Fortunately, my team was very receptive and available to answer my questions, allowing me to grow immensely during my tenure at IEQ.

What I wish was different

Advice

Be a go-getter. People at IEQ are great, but you really have to put yourself out there in order to get the best experience. From having a 'no job is too small' mentality, to volunteering to take on assignments, to asking colleagues for some work assignments, you have to put yourself out there in order to really learn and grow.

1 One person found this helpful

Wealth Management Associate

September 2020 • Foster City, CA

What I liked

I currently work at IEQ. Feel free to ask me questions about the position.

What I wish was different

Advice

2 ${count} people found this helpful

Wealth Management Intern

June 2020 • Foster City, CA

What I liked

My experience working at IEQ Capital was fun, informative, relevant, and exciting. I loved how each intern was assigned a point person who they could always turn to if they needed help or had questions. I also really appreciated how there was never any busy work that was given, as all projects that I did had a direct impact on the business and served to help the clients out.

What I wish was different

Advice

Never be afraid to ask questions! Everyone at IEQ is willing to help no matter their experience level, and you end up learning a lot when you put yourself out there.

1 One person found this helpful