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Wealth Management Sophomore Summer Analyst Program - Private Bank 2025

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Bank of America

Jun 3

Applications are closed

  • Internship
    Full-time
    Summer Internship
  • Banking & Finance
  • Washington, DC, +4

Requirements

  • We are looking for highly motivated individuals who are energetic, outgoing, analytical and entrepreneurial with an interest in gaining a sophisticated, well-rounded skillset aligned to wealth structuring, credit and banking, trust and relationship management.
  • Required:
  • Bachelor’s degree student with a graduation date between November 2026 and August 2027
  • Demonstrated record of achievement such as extracurricular activities or leadership roles
  • Passion for investing and a strong understanding of finance
  • Excellent communication and presentation skills
  • Analytical, quantitative and critical thinking skills
  • Strong interpersonal skills with an ability to work effectively within a team
  • Ability to think independently and demonstrate good judgment
  • Strong time management and organizational skills
  • Ability to multi-task with a strong attention to detail
  • Preferred:
  • 3.2 minimum GPA preferred
  • Technical skills such as Excel and PowerPoint

Responsibilities

  • As a summer analyst, you will participate in robust programming and skills-based curriculum and gain exposure of daily client-related tasks such as:
  • Helping with new business generation, prospect cultivation and client engagement
  • Managing the execution of client service activities such as digital onboarding, initiating and monitoring account openings and asset transfers
  • Handling client inquiries and coordinating with specialists and service centers to deliver an integrated service experience to the client
  • Servicing account maintenance activities, including trust accounting transactions, processing deposits/transfers and providing reports
  • Conducting research projects on behalf of clients and/or maintaining organizational investment industry research and report information
  • Assessing client experience across live/digital touchpoints to identify opportunities for modernization and integration
  • Providing administrative coordination with trading, operations and client service teams
  • Specialty projects based on summer analyst interest and business need

FAQs

What is the duration of the Wealth Management Sophomore Summer Analyst Program?

The program lasts for 10 weeks.

What teams will I gain exposure to during the internship?

You will gain exposure to various teams within The Private Bank, including Relationship Management, Trust & Wealth Structuring, and Investment Management.

What type of clients will I be working with?

You will be working with ultra-high-net-worth clients, including business owners, corporate executives, entrepreneurs, and innovators.

Will there be any training provided during the internship?

Yes, the program includes extensive on-the-job training as well as educational content.

Will I receive any mentorship during the program?

Yes, participants will be provided with coaching and mentorship throughout the program.

Are there opportunities for volunteer work during the internship?

Yes, the program includes volunteer opportunities.

Is this program suitable for sophomores?

Yes, the program is specifically designed for sophomore students.

What skills or knowledge will I gain from this internship?

You will gain hands-on experience and knowledge related to managing the wealth of ultra-high-net-worth clients, as well as insights from thought leaders in the field.

Is there a possibility of future employment after the internship?

While future employment opportunities are not guaranteed, this internship provides valuable experience and networking that can enhance your chances for future roles in the industry.

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Bank of America

Helping to make financial lives better through the power of every connection.

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Mission & Purpose

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.

Culture & Values

  • Deliver together

    We believe in the importance of treating each client and teammate as an individual and treating every moment as one that matters. We strive to go the distance to deliver, with discipline and passion. We believe in connecting person-to-person, with empathy and understanding. We believe everything we do for our clients, teammates and the communities we serve is built on a solid business foundation that delivers for shareholders.

  • Act responsibly

    We believe that integrity and the disciplined management of risk form the foundation of our business. We are aware that our decisions and actions affect people’s lives every day. We believe in making decisions that are clear, fair and grounded in the principles of shared success, responsible citizenship and community building.

  • Realize the power of our people

    We strive to help all of our employees reach their full potential. We believe that diverse backgrounds and experiences make us stronger. We respect every individual and value our differences - in thought, style, sexual orientation, gender, gender identity and expression, race, ethnicity, culture, age, ability and experience.

  • Trust the team

    We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe that when we work together, we best meet the full needs of our clients, and deliver value to our shareholders.

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