BBR Partners

www.bbrpartners.com

1 Job

241 Employees

About the Company

BBR Partners is a boutique wealth management firm. Highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families. View Important Disclosure Information: https://www.bbrpartners.com/view-important-disclosure-information/

Listed Jobs

Company Name: BBR Partners
Job Title: 2026 Summer Internship
Job Description: **Job Title:** 2026 Summer Internship **Role Summary:** 10‑week full‑time internship at a boutique wealth‑management firm, providing hands‑on experience in either advisory or investment research. Interns work with a dedicated manager, attend senior‑management meetings, and engage in networking events while contributing to research, business development, and client‑service projects. **Expectations:** • 10‑week program (June 1 – Aug 7 2026). • Full‑time hybrid work (≥3 days/week in NYC office). • Active participation in team assignments, meetings, and a final presentation. • Availability for mentorship and networking sessions. **Key Responsibilities:** *Advisory Track* - Conduct research for business‑development and advisory services. - Assist wealth‑management functions to deliver bespoke client solutions. - Execute ad‑hoc projects as assigned. *Investment Research Track* - Attend internal research meetings and discuss investment managers. - Perform due‑diligence analysis and compile findings. - Present research results to senior team members. *Cross‑Functional* - Shadow senior managers and observe client interactions. - Participate in mentorship and training sessions. - Prepare and deliver a capstone presentation summarizing contributions. **Required Skills:** - Strong analytical and problem‑solving abilities. - Proactive, self‑motivated, and team‑oriented attitude. - Excellent written and verbal communication. - Ability to receive and apply feedback constructively. - Demonstrated curiosity in wealth management or investment research. - Familiarity with research tools (Excel, PowerPoint, Bloomberg, etc.) is advantageous. **Required Education & Certifications:** - Current university senior pursuing a Bachelor’s degree in Finance, Economics, Business, or related field. - Expected graduation: December 2026 or May 2027. - No certifications required.

New york, United states

Hybrid

08-09-2025