
Product & Research
Intern - Project Management
WealthOS is a cloud-native, core wealth management SaaS platform that is revolutionizing the wealth management industry for clients in the UK, US, and Europe. We’re building next-generation, enterprise-grade solutions, and we're looking for a motivated and highly detail-oriented Project Management Intern to join our team.
Key responsibilites
- Delivery Organisation Support - assist in coordinating delivery organisation ceremonies such as capacity planning, backlog grooming, milestone reviews, and dependency tracking. Follow up on action items raised in delivery meetings and create Slack threads to track progress. Support preparation of SteerCo slides, milestone updates, and project status reports.
- Task and Resource Coordination - assist in creating and updating resource planning documents and reports. Double-check key deliverables and dependencies before sprint planning to ensure readiness. - Coordinate with team members to gather updates for milestone tracking and client-facing reports.
- Client Communication and Relationship Management - support client communications, including effort estimations, milestone tracking, and RAG reporting. Help prepare delivery updates and professional documentation.
- Organisational Certifications - contribute to setting up and maintaining organisational certifications such as ISO27001, GDPR and SOC 2.
- **Learning and Development **- gain knowledge of wealth management concepts, core platform features, and personal financial well-being to support project-related discussions.
You might be 'the one' if,
- You have a collaborative, positive attitude - we are a close-knit team, and are looking for someone who wants to grow with us.
- You aren’t afraid to try new things and make mistakes.
- You are highly motivated, eager to learn, and have a strong work ethic.
- You are pursuing a degree in Business, Statistics, Information Technology, Computer Science or a related field.
- You have strong organisational skills and attention to detail.
- You have excellent communication skills, both verbal and written.
- You have the ability to manage multiple tasks in a fast-paced environment.
- Familiarity with Agile methodologies and tools (e.g. Jira, Confluence) is a plus.
- You have an interest in financial technology, wealth management, or project management.
Ready to join the WealthOS team?
We're always on the lookout for talented people who are passionate about innovation and excellence.
Ready to join the WealthOS team?
Apply