Operations Intern - Summer 2027

Who We Are

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management firm with over $15billion in assets under management. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.

About the Role

The Intern fills a general analytical role across Freestone’s Operations department, which supports all facets of the business. This Intern will primarily focus on technology, data analytics, and financial reporting, and will work on a variety of projects under the direction of Operations Leadership. The position is located at the Freestone headquarters office in Seattle, WA.

The Intern program lasts the summer, with continuous training and networking opportunities throughout. The internship will run from mid June to August 2027 (minimum of 9 weeks total). Well performing interns will assume increasing responsibilities and may be asked to stay on for an extended term. Exceptional Interns with a demonstrated interest in and aptitude for investments may be offered a full-time opportunity to stay on with Freestone long-term as an Analyst.

Key Responsibilities

• Process Improvement: Review workflows across the firm and identify opportunities to improve efficiency.
• Administration: Help maintain Freestone’s CRM, electronic files, and reporting.
• Data Analysis: Review internal data and identify key trends and takeaways.
• Reporting Assistance: Learn about and answer questions about our financial reporting tool, Tamarac Reporting.
• Additional Support: Assist with other projects as needed to support the Operations team.

Qualifications & Skills

• Rising senior pursuing a degree in Analytics, Computer Science, Mathematics, Informatics, Economics, or a related field.
• Interest in working with large data sets.
• Strong quantitative, analytical, and communication skills.
• Strong academic performance, particularly in challenging coursework.
• Curious, willing to learn, and comfortable trying new things.
• Ability to work under pressure and meet deadlines.
• Ability to review large amounts of information and develop thoughtful solutions.
• Comfortable managing projects independently and taking on responsibility.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Team-oriented with a strong work ethic.
• Self-starter with close attention to detail.
• Positive attitude and willingness to take on new challenges.
• Experience with Power BI and/or SQL is a plus.

Why Join Us?

• Potential for college credit if applicable.
• Catered lunches M-Th.
• The expected hourly wage for this position is $28/hr (relocation and housing assistance is not provided).

Our Core Values

• Commitment: You bring passion, integrity, and energy to everything you do.
• Collaboration: Working together makes us stronger, smarter, and more innovative.
• Continuous Improvement: We’re all about growth—both for our clients and ourselves.

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

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