2027 Summer Internship

BBR Partners • New York, NY

8h • Hybrid

About The Position

BBR Partners is a boutique wealth management firm providing customized investment strategy and bespoke advice to high-net-worth individuals and families. Established in 2000 by founders who left successful careers in banking and asset management, we aimed to create a new model of service in the industry. We integrate all aspects of a client’s financial life to provide investment strategies and comprehensive wealth management guidance. We’ve grown organically and our entrepreneurial spirit remains the core of our culture 25+ years later.

The internship is a 10-week program including in-depth exposure to a specific business unit. It offers mentorship opportunities as you work with a dedicated manager with exposure to senior management, and includes networking events, coffee chats, and lunches with various key players at the firm.

Interns will be matched with 1 of the following teams based on interests and availability: Advisory, where they will assist various advisory teams including business development and advisory services with research and project work, and support various wealth management functions which allow us to offer bespoke advisory services to our clients. The other option is Investment Research, where interns will engage in due diligence and monitoring of external managers through meeting attendance, synthesis of ideas discussed, and analysis of opportunities (both traditional and alternative), and participate in regular internal Research team meetings to discuss investment managers and present due diligence results.

Requirements

• Must be a rising university senior (December 2027 or May 2028 graduate)
• Ability to work full-time in a hybrid office environment, 3-5 days per week in NYC office
• Highly motivated and intellectually curious with a desire to learn and grow personally and professionally
• Well-rounded record of extracurricular interests and intellectual curiosity around wealth management and investment research
• Demonstrate strong problem-solving skills and a “can-do,” proactive, team-oriented attitude
• Appreciate, welcome and grow from feedback; you are coachable
• Value the same things we do- collaboration, diversity, innovation, integrity, empathy, and rigor

Responsibilities

• Assist various advisory teams including business development and advisory services with research and project work
• Support various wealth management functions which allow us to offer bespoke advisory services to our clients
• Engage in due diligence and monitoring of external managers through meeting attendance, synthesis of ideas discussed, and analysis of opportunities (both traditional and alternative)
• Participate in regular internal Research team meetings to discuss investment managers and present due diligence results

Benefits

• Mentorship opportunities
• Networking events, coffee chats, and lunches
• Shadowing, mentoring, and training opportunities with experienced and accomplished business professionals
• New office space with a variety of perks, amenities, catered lunches, and snacks
• Hybrid remote work environment

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed