Summer Rotational Internship
About The Position
Summer Rotational Program This position provides the intern with experience working in a premier fee-only wealth management firm delivering comprehensive, integrated, and objective advice to clients. Interns will rotate between the three client-facing groups within the organization: Financial Planning and Wealth Management : Our wealth planning team identifies opportunities and mitigates risks outside our clients’ investment portfolios. We are known for our sophisticated wealth planning strategies, “soft” skills, family office services, and multi-generational client relationships. Investment Analysis and Management : Our investment team develops custom tax-optimized portfolios for each client. We focus on managing risk and identifying investment opportunities we believe will be compelling after taxes and after fees. High Net Worth: Our HNW practice is a group within Ballentine Partners, focused primarily on clients with investable assets between $4 and $30 million. We provide objective investment advice and financial planning services to our clients. Interns will undertake roles that mutually benefit the company and the student’s practical and academic learning. Interface with and support the wealth planning and investment teams. Lead research and/or client-driven projects as assigned. Provide analytics and problem-solving capabilities as required. Benefits of Ballentine Partners’ Summer Rotational Program Ballentine Partners assigns interns to important and challenging projects and provides a support system to help them be successful. Additionally, we give interns broad exposure to the firm and its employees, allowing them to explore career possibilities and build their professional networks. Interns are matched with mentors to help guide them through the program and projects. Our holistic approach to wealth management allows interns to gain a deep understanding of various roles within the firm while also developing the technical and soft skills required for long-term career success.
Requirements
- Has the ability to learn new concepts
- Can work independently and in a team structure
- Is intellectually curious about our industry
- Can take initiative to be resourceful
- Has excellent communication skills both verbal and written
Responsibilities
- Interface with and support the wealth planning and investment teams.
- Lead research and/or client-driven projects as assigned.
- Provide analytics and problem-solving capabilities as required.
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What This Job Offers
Job Type
Full-time
Career Level
Intern
Education Level
No Education Listed
Number of Employees
101-250 employees
