Client Service & Operations Summer Analyst

Client Service & Operations Summer Analyst

Recruitment began on February 3, 2026

and the job listing Expires on March 6, 2026

Client Service & Operations Summer Analyst | Wilmington, DE

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.

At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn’t just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.

We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.

Our close partnership with clients means that culture is not an accessory to our business. It’s the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.

As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you’re committed to making wealth worth more through enduring partnership, we want you to join us.

AlTi is looking for a Summer Analyst to join our team in our Wilmington office. This position will be structured as an 8-week program within our Client Operations Department, with the expectation that four weeks will be with the Client Service Team and four weeks will be with Operations Team. As a Summer Analyst, this person will gain exposure to servicing our Ultra High Net Worth (UHNW) clients in a variety of capacities.

This role is a great gateway to the long-term career development and continued growth opportunities at our firm.

• Partner with assigned Client Service and Operations Teams to service the Firm’s UHNW clients
• Prepare new account paperwork, contracts, and subscription agreements
• Facilitate the opening and closing of accounts including SMAs and brokerage
• Manage cash and security movements including deposits, withdrawals, gifting, wires, and journals
• Ensure client data is updated in CRM and custodian systems
• Reconcile cash and security transfers, and new investment activity
• Perform analysis on missing data and remediate as necessary

• Bachelor’s degree – Finance, Business, Operations, or Engineering Preferred
• High attention to detail with the ability to work within a collaborative, fast paced team environment
• Strong time management and organization skills required
• Motivated with a desire to learn and grow professionally
• Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and Power Point

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.