2027 Private Wealth Management Summer Internship

Brown Brothers Harriman & Co.; Boston (MA); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Sign-on bonus

Professional development

On-site presence

BBHcares volunteering

Job summary

Brown Brothers Harriman (BBH) is offering a 10-week Private Wealth Management Summer Internship in Boston. You will work on real projects supporting ultra-high net worth client needs, with mentorship from Partners and Principals and structured professional development.

We seek juniors entering their senior year in 2027 who demonstrate leadership, strong academics (GPA 3.5+), and finance passion. Expect hands-on learning, Excel/PowerPoint proficiency, and on-site collaboration in a collaborative

Qualifications

• Current junior in college entering senior year in fall 2027 with a background in and passion for finance, business, or investing
• GPA of 3.5 or higher
• Demonstrated leadership through academic and extracurricular activities
• Effective communication skills, written and verbal
• Strong understanding of asset management industry and security markets (equities and fixed income)

Responsibilities

• Support day-to-day activities of a dedicated client base and ensure BBH services are properly delivered
• Assist 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
• Troubleshoot client account issues such as portfolio reporting/activity and data requests
• Exposure to multiple disciplines in BBH’s integrated business model (private equity, lending, corporate advisory, family business)

Skills

Finance knowledge

Leadership

Communication skills

Problem solving

Excel proficiency

Education

Junior-year college student (Fall 2027)

Tools

Excel

PowerPoint

Job description

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.

Specific areas 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

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
• Exposure to multiple disciplines in our integrated business model (private equity, lending, corporate advisory, family business)

What BBH’s Private Wealth Management group looks for in an Intern:

• Current junior in college, entering senior year in fall of 2027 with a background in and passion for finance, business, or investing
• Strong academic achievement as evidenced through a GPA of 3.5 or higher
• Demonstrated leadership skills through academic and extracurricular activities
• Effective communication skills, written and verbal
• Strong understanding of asset management industry and security markets (equities and fixed income)
• Demonstrated ability to think creatively and strategically
• Sound judgment and demonstrated ability to identify, escalation and resolve a problem
• Ability to prioritize competing demands
• Demonstrated passion for teamwork and success
• Advanced proficiency in Excel and PowerPoint, i.e. customizing charts and graphs, conducting multi-sheet analysis, linking data across workbooks, and using advanced formulas

Salary Range $25/hr + sign-on bonus BBH and its affiliates’ compensation program includes base salary, discretionary bonuses and profit-sharing. The anticipated base salary range(s) shown above is only for the indicated location(s) and may differ in other locations due to cost-of-living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role.

BBH’s total rewards package recognizes your contributions with more than a paycheck - providing you with benefits that enhance your experience at BBH from long-term savings, healthcare and income protection to professional development opportunities and time off, our programs support your overall well-being.

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes additional experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development - so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice - creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often - pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and actively involved in the day-to-day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. BBH works with leading asset managers, financial institutions, private businesses and their owners, wealthy families, and sophisticated institutional investors. As a private partnership, we are uniquely built to put clients first and create success that lasts. We believe our success starts with yours.

With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.