DVI Investment and Wealth Management Internships
Peoria, IL & Winter Park, FL
The DVI Difference: An internship tailored to your interests.
DVI is a private, independent investment advisory firm with over 1,600 clients in 38 states. With more than $5.5 billion in Assets Under Advisement (AUA), DVI can offer our interns a broad range of hands-on experiences and exposure to nearly every facet of the investment and wealth management industry.
Our full-time Associates are eager to collaborate with our summer interns on real-time projects, research and analysis, and topical one-on-one training sessions based on their expertise and your interests.
Over the course of the summer, DVI interns:
- Interact daily with DVI’s executive leadership team.
- Collaborate with Relationship and Portfolio Managers on real-time, high-impact projects.
- Conduct and present targeted investment and market research.
- Learn and incorporate DVI’s investment strategy, including exposure to DVI’s quantitative model and asset allocation philosophy.
- Participate in weekly Investment Committee meetings with an in-house team of financial analysts who average 20+ years of industry experience.
- Analyze and present findings on current and prospective client investment portfolios.
- Build and manage comprehensive financial plans for current and prospective clients.
- Learn industry software, including Morningstar, Bloomberg, FactSet, Advent, Salentica Engage, and eMoney Advisor, through hands-on experiences.
- Gain exposure to key firm operations departments, including Investment Accounting and Client Services.
- Learn the inner workings of a bank trust department through DVI’s partnership with Morton Community Bank, one of the largest privately held banks in Illinois.
A DVI Intern:
- Is paid, including when the stock market and DVI offices are closed.
- Works on-site for 10-12 weeks from May to August. (We do our best to accommodate the start/end dates and scheduled time off that you need.)
- Works 40 hours each week, generally from 8am-5pm with a 1-hour lunch break to use how they’d like.
- Has access to fully stocked, on-site kitchens with a variety of refreshments.
- Will be invited to off-site meetings and social events with other DVI Associates.
Quiet Quality: The DVI Way
Trust, respect, and integrity are at the core of DVI’s approach to investment management and client service. For almost 50 years, DVI’s track record of success has been accomplished through our adherence to these values and our team-based approach. Former interns say that the DVI workplace culture made them feel valued and appreciated. They felt empowered to take intellectual risks, and they returned to their advanced-level college courses with confidence. By the time they graduate, most DVI interns have secured a full-time position in the investment management or wealth management industries, including some who have returned to DVI as full-time Associates.
Because a DVI internship is an exceptional opportunity, we are looking for exceptional applicants. Applicants should be sophomores or juniors who are:
- In excellent academic standing at their university and maintaining at least a 3.0 GPA.
- Working toward a finance-related major or concentration, including but not limited to finance, accounting, financial planning, economics, or general business.
- Highly organized, self-motivated, and team oriented.
- Excellent communicators (written, spoken, and presenting communication skills).
Compensation
At DVI, we strive to provide an attractive working environment for our whole team. Consistent with our focus on long-term client relationships, we also aim to attract and retain top-tier interns.
- This internship is non-exempt and is paid according to the laws of the State of Illinois and applicable Florida laws. The hourly pay range is $22-24 per hour. Hourly rates are determined based on final candidate qualifications and experience.
