About the role#
We are looking for a student to join our team for a 6-month co-op program. You will work within the Strategic Advisory team to support our client service efforts. This role requires an entrepreneurial mindset and the ability to operate with a high level of direct responsibility. You will gain exposure to private wealth management by working on client portfolios and collaborating with our broader advisory team.
What you'll do#
- Provide support to client teams for individual, family, and trust portfolios.
- Help manage client relationships alongside the Strategic Advisory and Private Client teams.
- Use financial planning software for cash flow modeling and capital sufficiency analysis.
- Create core deliverables, including balance sheets and graphical estate plan summaries.
- Develop content for prospective clients and their advisors.
- Coordinate presentations of our Strategic Advisory capabilities.
- Organize relevant content for internal and external audiences.
- Monitor tax and legislative updates that affect our clients.
- Build knowledge in areas like personal tax, estate planning, retirement savings, and philanthropy.
What you'll need#
- You must be on your second co-op and have successfully completed your first one.
- A minimum GPA of 3.0.
- A balanced resume showing a record of achievement.
- Strong communication and presentation skills.
- Exceptional attention to detail.
- A genuine interest in private wealth management, financial planning, and investing.
- Ability to proactively identify and manage projects of interest.
- Authorization to work in the United States without employer sponsorship.
Location & details#
- This position is based in our Boston office.
- You must be able to work on-site five days a week.
- This is a full-time, paid position.
About Brown Advisory
Brown Advisory is an independent investment management and strategic advisory firm founded in 1993. The company provides services to individuals, families, institutions, and endowments. It operates from offices across the globe, including locations in the United States, Europe, and Asia. More than 1,000 colleagues work at the firm, and all employees hold equity ownership.
How to get in at Brown Advisory
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