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Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office 2025

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Bank of America

2mo ago

  • Internship
    Full-time
    Summer Internship
  • Banking & Finance
  • Jersey City, +1

AI generated summary

  • You need a Bachelor's or direct to Master's degree, finance knowledge, leadership experience, strong communication, analytical skills, and technical proficiency, such as Excel. GPA of 3.2, Quantitative Finance major, and coding knowledge are desired.
  • You will gain hands-on experience and training in various areas of wealth management, including investment research, portfolio management, due diligence, and product management. Mentoring and educational events will further enhance your learning experience.

Requirements

  • Bachelors or Bachelors direct to Masters degree program student with a graduation date between December 2025 and August 2026
  • Demonstrated record of achievement, such as extracurricular activities or leadership roles
  • Finance knowledge
  • Excellent verbal and written communication skills
  • Analytical and critical thinking skills
  • Ability to work effectively within a team
  • Ability to think independently
  • Ability to work collaboratively
  • Strong time management skills and attention to detail
  • Desired:
  • 3.2 minimum GPA preferred
  • Technical skills such as Excel and PowerPoint
  • Major or minor of studies in a field of Quantitative Finance, Financial Engineering, or a related technical field that blends advanced quantitative methods with finance and economics is a plus
  • Experience managing and analyzing large data sets using data science tools such as artificial intelligence and machine learning
  • Knowledge of coding and programming skills, including but not limited to Bloomberg, FactSet, Python, R, or equivalent

Responsibilities

  • Our structured 10-week internship provides extensive on the job training, in addition to educational speaker events, coaching and mentorship throughout. Interns will be placed on a specific team within the Investment Solutions Group, Chief Investment Office, or Merrill Home Office such as:
  • Chief Investment Office
  • Investment Strategy and Thought Leadership
  • Asset Allocation
  • Due Diligence
  • Portfolio Management & Strategy (Fixed Income, Equity & Multi-Asset)
  • Sustainable & Impact Investing
  • Alternative Investments
  • Specialty Asset Management
  • Investment Products & Platforms
  • Personal Retirement Product Management
  • Wealth Management Specialists
  • Merrill Chief Operating Officer Organization
  • National Business Development Team
  • Merrill Supervision and Controls Team

FAQs

What is the purpose of the Wealth Management Summer Analyst Program at Bank of America?

The Wealth Management Summer Analyst Program at Bank of America is designed to offer candidates the opportunity to work in various positions within the Investment Solutions Group, Chief Investment Office, and Merrill Home Office.

What are the main responsibilities of the Investment Solutions Group and Chief Investment Office within Merrill?

The Investment Solutions Group and Chief Investment Office strive to provide world-class investment strategies, platforms, solutions, and support for clients across all wealth management lines of business. They provide solutions across all product platforms and asset classes, coordinate the investment strategy for wealth management advisors and clients, and ensure comprehensive due diligence and oversight process for client portfolios.

How do the Merrill Home Office functions support wealth management strategies?

The Merrill Home Office functions are critical to ensuring that wealth management strategies, tools, and processes are aligned to support field operations in their pursuit of client acquisition and retention. They play a key role in coordinating and supporting the efforts of wealth management advisors and clients.

Bank of America

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

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Employees

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.