Teams at Ballentine Partners

Supports Senior Investment Advisors with client investment matters, including portfolio trading programs, cash and restriction monitoring, performance report review, client analysis, trade execution, investment software use, and onboarding. The role requires strong organization, communication, judgment, discretion, prioritization, and collaboration. A bachelor's degree is required, while 1–2 years of similar experience is preferred.

Summer interns rotate through financial planning and wealth management, investment analysis and management, and high-net-worth client groups. Responsibilities include supporting wealth planning and investment teams, conducting research, leading client-driven projects, and applying analytics and problem-solving skills. The program provides mentoring, networking, and exposure to comprehensive wealth management. Candidates should be curious, adaptable, communicative, resourceful, and able to work independently and collaboratively.

Summer rotational internship at a wealth management firm, rotating through financial planning and wealth management, investment analysis and management, and high-net-worth client services. Interns support client-facing teams, conduct research, lead assigned projects, and provide analytics and problem-solving support. The program offers mentoring, networking, and broad exposure to wealth management careers. It is open to college juniors, seniors, and graduate students, with remote work available and hybrid or in-person participation encouraged.