2027 Private Wealth Management Summer Internship

Brown Brothers Harriman•New York, NY

7d•Onsite

About The Position

Experience a dynamic 10-week internship where you will be fully immersed in BBH’s culture and business needs. Work alongside experienced professionals on real projects that support business objectives. Work side-by-side with industry leaders and BBH owners (Partners and Principals) who are invested in your growth. Sharpen your skills through workshops, speaker series, and networking events designed to accelerate your career. Receive continuous and personalized feedback throughout the program – empowering you to grow, refine your skills, and help you navigate your path to success. Join a tight-knit team where your ideas are heard, your contributions matter and your potential is unleashed. Immerse yourself in our company culture and accelerate your professional development with your daily in-office presence. Make a positive impact by volunteering in our philanthropic program – BBHcares while connecting with fellow BBHers. The mission of our Private Wealth Management area at BBH is to help our clients thrive. We work with ultra-high net worth clients (average client over $50MM) to solve problems at the intersection of their wealth, values, and lives. We believe that integrating wealth and investment planning is the best way to deliver comprehensive, dynamic strategies that anticipate and satisfy our clients’ evolving needs. Specific areas in which we help clients include: Investment Advisory: long-term, value-oriented investing with the objective of preserving and growing wealth. Capital Allocation: alternative investment allocation advisory including private equity, private credit, venture capital, real estate and distressed debt. Values-Based Wealth Planning: creating values-driven, tax-efficient wealth transfer plans for families. Philanthropic Advisory: assistance navigating the philanthropic journey to create a lasting, positive impact. Next Generation Education: programs to support the next generation in assuming responsibility for family wealth to support informed decision-making and facilitate communication around wealth. The Center for Women and Wealth® (CW&W): engaging and supporting women as they create and manage wealth by providing investment, planning and philanthropic resources.

Requirements

Current junior in college, entering senior year in fall of 2027 with a background in and passion for finance, business, or investing
Strong academic achievement as evidenced through a GPA of 3.5 or higher
Demonstrated leadership skills through academic and extracurricular activities
Effective communication skills, written and verbal
Strong understanding of 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 a problem
Ability to prioritize competing demands
Demonstrated passion for teamwork and success
Advanced proficiency in Excel and PowerPoint, i.e. 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 and ensure client needs are being met and that 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
Exposure to implementation and execution of core portfolio activities
Learn how to troubleshoot client account issues such as portfolio reporting/activity and support client data requests
Exposure to multiple disciplines in our integrated business model (private equity, lending, corporate advisory, family business)