2027 Private Wealth Management Summer Internship (Finance)

Location: Charlotte, United States; daily in-office presence required

Company

hirify.global is a global financial services firm providing investor services, capital partner solutions, specialist expertise, and private wealth management for sophisticated clients.

What you will do

• Support the day-to-day needs of a dedicated ultra-high-net-worth client base.
• Assist with new client onboarding, account opening, and account reviews.
• Prepare client meeting materials and support client data requests.
• Gain exposure to portfolio implementation, execution, reporting, and account issue resolution.
• Learn about private equity, lending, corporate advisory, and other disciplines within the integrated business model.

Requirements

• Current college junior entering senior year in fall 2027, with a background and interest in finance, business, or investing.
• GPA of 3.5 or higher and demonstrated leadership through academic or extracurricular activities.
• Strong written and verbal communication, teamwork, prioritization, judgment, and problem-solving skills.
• Understanding of asset management, security markets, equities, and fixed income.
• Creative and strategic thinking with the ability to identify, escalate, and resolve problems.
• Advanced proficiency in Excel and PowerPoint, including multi-sheet analysis, linked workbooks, advanced formulas, charts, and graphs.

Culture & Benefits

• Ten-week summer internship with hands-on work on real business projects.
• Mentorship from experienced professionals, Partners, and Principals.
• Workshops, speaker series, networking events, and continuous personalized feedback.
• Collaborative, partnership-oriented environment with opportunities to contribute ideas.
• Participation in BBHcares philanthropic activities and community engagement.

Hiring process

• Applications close October 2, 2026.
• Candidates should apply to a maximum of two positions and target roles aligned with their background and interests.