Who we are and what we do: 

BBR Partners is a boutique wealth management firm providing customized investment strategy and bespoke advice to high-net-worth individuals and families. Established in 2000 by founders who left successful careers in banking and asset management, we aimed to create a new model of service in the industry. We integrate all aspects of a client’s financial life to provide investment strategy and comprehensive wealth management guidance. We’ve grown organically and our entrepreneurial spirit remains the core of our culture 20+ years later. 

What does the internship look like? 

• 10-week program including in depth exposure to a specific business unit 
• Mentorship opportunities as you work with a dedicated manager
• Exposure to senior management
• Networking events, coffee chats, and lunches with various key players at the Firm 

What will you do? 

• Interns will be matched with 1 of the following teams based on interests and availability: 

Advisory

• Assist various advisory teams including business development, branding, and advisory services with research and project work
• Support various wealth management functions which allow us to offer bespoke advisory services to our clients
• Ad hoc projects as needed

Investment Research  

• Participate in regular internal Research team meetings to discuss investment managers and present due diligence results
• Engage in due diligence and monitoring of external managers through meeting attendance, synthesis of ideas discussed, and analysis of opportunities (both traditional and alternative)

What we offer: 

• The opportunity to contribute meaningful change at an innovative and prodigious wealth management firm 
• Shadowing, mentoring, and training opportunities with experienced and accomplished business professionals 
• New office space with a variety of perks, amenities, catered lunches, and snacks  
• Hybrid remote work environment, and casual dress as appropriate
• Upon successful completion of the internship, you may be considered for a full-time position based on availability, your personal performance and your final presentation

Who you are: 

• Highly motivated and intellectually curious with a desire to learn and grow personally and professionally 
• Well-rounded record of extracurricular interests and intellectual curiosity around wealth management and investment research
• Demonstrate strong problem-solving skills and a “can-do,” proactive, team-oriented attitude 
• Appreciate, welcome and grow from feedback; you are coachable 
• Value the same things we do- collaboration, diversity, innovation, integrity, empathy, and rigor

Eligibility: 

• Must be a rising university senior (December 2025 or May 2026 graduate)
• Ability to work full-time in hybrid office environment, minimum 3 days /week in NYC office  

Timing: 

• Submit application no later than June 30, 2024
• Successful applicants will advance through an interview and case study process 
• Programming begins on June 2, 2025 and ends on August 8, 2025

Additional Information:

The expected salary for the role will be $35 per hour. This position is at-will, and the Company reserves the right to modify rate (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, collaborative and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.