BALLENTINE PARTNERS
Intern for the High Net Worth Group
Ballentine Partners has pioneered the field of objective, conflict-free wealth management advice
for extremely wealthy families. Our clients rely on us to be their most trusted counselor and to
manage all aspects of their complex financial situations. If you are looking for a career that asks
you to combine both technical rigor and exceptional emotional intelligence, we would like to
speak with you.
Our team of over 60 is headquartered in the Boston suburbs but we serve clients across the
United States and Europe. We are particularly known for our thought leadership in the field and
our fluency in helping clients navigate the complex interactions among family, emotion, and
wealth.
We are known as a wonderful place to work. Our compensation philosophy and matrix team
structure foster a collegial rather than territorial atmosphere. We are small and nimble enough
that the right candidate will have the potential to grow. We are unusual in the financial field in
that we believe our employees’ should have balanced lives and that this makes them better at
their work.
The High Net Worth group is a team within Ballentine Partners focused specifically on clients
with investment assets between $3 and $20 million with moderate financial planning needs.
The intern chosen for the Spring semester will be responsible for the daily administrative needs
of the team as well as projects and tasks related to investments and financial planning client
needs in collaboration with the Investment Advisor Associate and/or Senior Investment Advisor
on the client team.
Ballentine Partners offers an ideal way to learn more about the investment and financial
planning. Candidates considering a CFA charter or CFP certificate will get excellent exposure to
both environments. We are looking for Finance/Accounting majors in their junior or senior year,
ideally with a strong interest in the investment markets and/or financial planning. Candidates
must have strong computer skills, especially in Microsoft Excel.
To apply, send resume to careers@ballentinepartners.com
We are an equal opportunity employer.
