What interns typically do
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Rank | Task | Portion of RIAs that ask interns to perform task |
---|---|---|
1 | Clerical duties | 75% |
2 | Data gathering | 66% |
3 | Investment research | 51% |
4 | Preparation for client meetings | 48% |
5 | Reporting | 30% |
6 | Modeling/scenario building | 29% |
7 | Setup and/or maintain client accounts | 27% |
8 | Plan development | 18% |
9 | Other | 18% |
10 | Schedule meetings | 17% |
11 | Participate in client meetings | 17% |
12 | Trading | 6% |
13 | Asset transfers | 5% |
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