9 дней назад
2027 Private Wealth Management Summer Internship
25$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
2027 Private Wealth Management Summer Internship (Finance/Investing): Supporting ultra-high-net-worth client service, onboarding, account reviews, meeting materials, and portfolio activities during a 10-week program with an accent on wealth planning, investment advisory, and alternative investments. Focus on analyzing securities and portfolios, troubleshooting client account issues, and applying advanced Excel and PowerPoint skills to client work.
Location: Chicago; daily in-office presence required
Salary: $25/hour plus sign-on bonus
Company
is a global financial services firm providing investment services, capital partnerships, technology solutions, and private wealth management for sophisticated clients.
What you will do
- Support day-to-day activities for a dedicated base of ultra-high-net-worth clients.
- Assist with new client onboarding, account opening, and account reviews.
- Prepare client meeting materials and support client data requests.
- Gain exposure to portfolio implementation and execution activities.
- Troubleshoot portfolio reporting, account activity, and other client account issues.
- Learn across private equity, lending, corporate advisory, and family business disciplines.
Requirements
- Current college junior entering senior year in fall 2027.
- Background in and passion for finance, business, or investing.
- GPA of 3.5 or higher.
- Strong communication, leadership, teamwork, strategic thinking, and judgment skills.
- Understanding of asset management and securities markets, including equities and fixed income.
- Advanced proficiency in Excel and PowerPoint, including multi-sheet analysis, linked workbooks, charts, graphs, and advanced formulas.
Culture & Benefits
- Ten-week full-time summer internship with hands-on work on real business projects.
- Mentorship from experienced professionals, Partners, and Principals.
- Professional development workshops, speaker series, networking events, and ongoing feedback.
- Collaborative environment with opportunities to participate in philanthropic activities.
- Exposure to BBH’s partnership-based culture and client-focused financial services business.
Hiring process
- Applications close October 2, 2026.
- Candidates may apply for a maximum of two positions and should target roles aligned with their background and interests.
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