About the role#
This summer internship offers experience within a fee-only wealth management firm. You will rotate through three core client-facing groups: Financial Planning and Wealth Management, Investment Analysis and Management, and our High Net Worth practice. You will work on projects that support our wealth planning and investment teams while gaining exposure to our firm and professional network. Each intern is paired with a mentor to guide their progress throughout the summer.
What you'll do#
- Rotate between the Financial Planning, Investment Analysis, and High Net Worth groups.
- Support wealth planning and investment teams with daily tasks.
- Lead research or client-driven projects as assigned.
- Provide analytics and solve problems as required by your team.
What you'll need#
- Current enrollment as a Junior, Senior, or Graduate student.
- Academic background in Finance, Economics, or Business Administration.
- Ability to learn new concepts quickly.
- Strong verbal and written communication skills.
- Initiative to be resourceful and work both independently and in a team.
- Intellectual curiosity about the financial services industry.
Location & details#
- Location: Waltham, Massachusetts.
- Work Modality: Remote, hybrid, or on-site (hybrid or in-person is strongly encouraged).
- Term: June 1, 2027, to August 6, 2027.
- Schedule: Monday through Friday, 8:30 am to 5:00 pm.
- Compensation: $30.00 per hour.
About Ballentine Partners, LLC
Ballentine Partners is an independent multi-family office based in Waltham, Massachusetts. Founded in 1984, the firm provides investment management and wealth planning services to individuals and families. It manages financial solutions for clients ranging from professionals with $4 million in assets to families with over $1 billion. The firm employs 137 people across offices in Massachusetts, New Hampshire, and Florida.
How to get in at Ballentine Partners, LLC
Securing an internship at Ballentine Partners requires speed because early applicants often capture the attention of the hiring team before the candidate pool becomes crowded. You can use Intern Insider to receive an instant alert the moment a role is published, which helps you submit your materials among the first. Applying early is a practical way to ensure your application is reviewed while the team is still actively building their shortlist. You can also use Intern Insider to surface the specific recruiters managing these roles. Reaching out directly to ask a thoughtful question about the firm or to request a referral often improves your response rate compared to waiting in the general queue. This direct approach shows you have done your research and are serious about joining the team.
