2027 Private Wealth Management Summer Internship

Brown Brothers Harriman & Co•Charlotte, NC

6d•Onsite

About The Position

BBH is seeking sharp minds and bold thinkers for its 2027 Private Wealth Management Summer Internship program, a 10-week immersive experience designed as a pathway to real-world finance and global markets. The program focuses on hands-on learning with experienced professionals, mentorship from industry leaders, and professional development through workshops and networking events. Interns will work in a collaborative, on-site environment, contributing to business objectives and experiencing BBH's culture. The Private Wealth Management area at BBH focuses on helping ultra-high net worth clients (average client over $50MM) by integrating wealth and investment planning to deliver comprehensive strategies. Specific areas include Investment Advisory, Capital Allocation, Values-Based Wealth Planning, Philanthropic Advisory, Next Generation Education, and The Center for Women and Wealth® (CW&W).

Requirements

Current junior in college, entering senior year in fall of 2027.
Background in and passion for finance, business, or investing.
Strong academic achievement with a GPA of 3.5 or higher.
Demonstrated leadership skills through academic and extracurricular activities.
Effective communication skills, both written and verbal.
Strong understanding of the asset management industry and security markets (equities and fixed income).
Demonstrated ability to think creatively and strategically.
Sound judgment and demonstrated ability to identify, escalate, and resolve problems.
Ability to prioritize competing demands.
Demonstrated passion for teamwork and success.
Advanced proficiency in Excel and PowerPoint, including customizing charts and graphs, conducting multi-sheet analysis, linking data across workbooks, and using advanced formulas.

Responsibilities

Support day-to-day activities of a dedicated client base, ensuring client needs are met and BBH services are properly delivered.
Support the new client onboarding and account opening processes, as well as account reviews.
Support the creation of client meeting materials.
Gain exposure to the implementation and execution of core portfolio activities.
Learn how to troubleshoot client account issues, such as portfolio reporting/activity.
Support client data requests.
Gain exposure to multiple disciplines within BBH's integrated business model, including private equity, lending, corporate advisory, and family business.