2023 Private Wealth Management Internship
2023 Private Wealth Management Internship
Solving complex issues in the financial industry requires a team of remarkable individuals who dream big and achieve goals with teamwork, integrity, and excellence. We hire bright self-starters, provide them the tools to succeed, and give them the freedom to excel. Start your career at Brown Brothers Harriman (BBH) and learn firsthand about our services, culture, and the financial services industry – while growing personally and professionally. We value our internship programs as they help us identify our future hires and leaders.
The mission of our Private Wealth Management area at BBH is to help our clients thrive. We help clients 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. We work with our clients to define their values, communicate a vision for how wealth will impact their lives, and create plans and invest capital to help preserve, grow, and transition wealth to family or philanthropic causes over the long term. Specific areas in which we help clients include:
- Investment Advisory: long-term, value-oriented investing with the objective of preserving and growing wealth
- 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: customized 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
What can you expect from an Internship with BBH?
- 10 week program where you will be fully immersed in current business needs
- Ongoing training and guidance that enable you to make an impact
- Formal orientation
- Feedback throughout the program to support your development and help you succeed.
- Organized social and volunteer events
What can you expect from an Internship with BBH’s Private Wealth Management group?
- 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
What BBH’s Private Wealth Management group looks for in an intern:
- Currently a junior in college, entering senior year in Fall of 2023
- Strong academic achievement as evidenced through a GPA of 3.3 or higher
- Demonstrated leadership skills through academic and extracurricular activities
- Strong understanding of asset management industry and security markets (equities and fixed income)
- Interest in investing coupled with an understanding of financial services
- Outstanding communication skills, written and verbal
- Outstanding client service skills and experience
- Demonstrated ability to think creatively and strategically
- Sound judgment and demonstrated ability to identify, escalate and resolve a problem
- Ability to prioritize competing demands
- Demonstrated passion for teamwork and success
- PC proficiency, specifically in MS Office (strong proficiency in excel a plus)