Private Wealth Management Summer Internship
Listed on 2026-09-20
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Analyst, Portfolio & Asset Management
At BBH, Partnership is more than a form of ownership-it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.
2027 Private Wealth Management Summer Internship We’re looking for sharp minds and bold thinkers to join our internship program - your pathway to real-world finance, global markets, and the kind of professional development that sets you apart. We value our internship programs as they help us identify our future hires and leaders.
What You’ll Experience in BBH’s Internship Program:- Overview: Experience a dynamic 10-week internship where you will be fully immersed in BBH’s culture and business needs
- Hands-On Learning: Work alongside experienced professionals on real projects that support business objectives
- Mentorship That Matters: Work side-by-side with industry leaders and BBH owners (Partners and Principals) who are invested in your growth
- Professional Development: 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
- Collaborative Environment: Join a tight-knit team where your ideas are heard, your contributions matter and your potential is unleashed
- On-Site Presence: Immerse yourself in our company culture and accelerate your professional development with your daily in-office presence
- Community: 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.
Specificareas 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
- 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…
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