14 дней назад
2027 Family Office Services Summer Internship
25$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
2027 Family Office Services Summer Internship (Finance/Wealth Management): Supporting client service, onboarding, meeting materials, planning, tax advisory, and consolidated reporting for families managing complex wealth, with an accent on investment advisory, values-based wealth planning, and philanthropic advisory. Focus on troubleshooting client issues, understanding client structures, and coordinating personalized family office solutions.
Location: New York; daily in-office presence required
Salary: $25 per hour plus a sign-on bonus
Company
is a global financial services firm providing investor services, capital markets expertise, technology solutions, and specialized client management.
What you will do
- Support day-to-day activities for a dedicated family office client base and help ensure services are delivered effectively.
- Assist with new client onboarding and oversight of family office services.
- Prepare client meeting materials.
- Gain exposure to planning, tax advisory, and consolidated reporting.
- Troubleshoot client issues and analyze client structures.
Requirements
- Currently a college junior entering senior year in fall 2027.
- GPA of 3.3 or higher and demonstrated leadership through academic or extracurricular activities.
- Understanding of asset management, security markets, equities, fixed income, investing, and financial services.
- Strong written and verbal communication and client service skills.
- Creative and strategic thinking, sound judgment, and the ability to identify, escalate, and resolve problems.
- Ability to prioritize competing demands, work collaboratively, and use Microsoft Office; strong Excel proficiency is a plus.
Culture & Benefits
- Ten-week 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 environment with opportunities to participate in philanthropic activities through BBHcares.
- Benefits and professional development support, including long-term savings, healthcare, income protection, and time off.
Hiring process
- Applications close October 2, 2026.
- Candidates may apply for a maximum of two positions.
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