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2024 Private Wealth & Asset Management Infrastructure Internship

Applications are closed

  • Internship
    Full-time
    Off-cycle Internship
  • Banking & Finance
  • New York

Requirements

  • Currently a junior in college, entering senior year in Fall of 2024
  • Strong academic achievement as evidenced through a GPA of 3.3 or higher; a concentration in operational management, business analytics, or computer science preferred
  • Strong attention to detail and accuracy in handling data
  • Demonstrated risk awareness
  • Ability to analyze business processes to identify patterns, trends and opportunities for improvement
  • Excellent analytical, problem-solving and critical thinking skills
  • Demonstrated leadership skills through academic and extracurricular activities
  • Outstanding communication skills, written and verbal
  • Outstanding client service skills
  • Demonstrated ability to think creatively and strategically
  • Sound judgment and demonstrated ability to identify, escalate and resolve a problem
  • Ability to prioritize competing demands and manage multiple deadlines
  • Demonstrated passion for teamwork and success
  • PC proficiency, specifically in MS Office with strong proficiency in excel

Responsibilities

  • Automating and systemizing processes across the business to improve operational performance and drive efficiency and cost reduction across each of the functions of the business
  • Servicing current client monthly, quarterly, yearly and ad hoc reporting needs by partnering with technology, accounting / finance, and trading to deliver high-quality, on-time, and accurate reports
  • Onboarding new clients and processing those clients through a series of operational and risk checklists to ensure accurate onboarding and compliance controls
  • Performing moderately complex Middle Office specialized operational activities including securities and cash processing, trade support, account set up and maintenance, portfolio accounting, billing and cash management.
  • Work with the business line to resolve inquiries and provide client service support.
  • Work with large datasets and apply data-driven insights
  • Participate in strategic initiatives to drive enhanced integration of platforms and workflow between Marketing, Client Reporting/Servicing and Sales
  • Analyzing existing processes and workflows (both automated and manual) to identify potential process improvements and areas of enhancements
  • Supporting client onboarding, which may include opening new accounts, processing client requests, populating contracts preparation
  • Coordinating with the Private Wealth and Asset Management Relationship Teams on outstanding client issues
  • Supporting the Know Your Client (KYC) and other Anti Money Laundering (AML) processes
  • Supporting the gathering of information on all assets received, as well as monitoring daily reports
  • Participating in projects involving data integrity, clean up, and process improvements

Finance
Industry
5001-10,000
Employees
1818
Founded Year

Mission & Purpose

Brown Brothers Harriman (BBH) is a privately-held financial institution that has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with expertise in Private Banking, Investment Management and Investor Services. Our 5,000 employees operate from 17 locations throughout North America, Europe and Asia.