Wealth Management Sophomore Summer Analyst Program

Company: Bank of America
Location: New York
Posted on: September 21, 2023

Job Description:

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

Job Description & Program Overview

Bank of America provides comprehensive wealth management solutions to affluent and high-net-worth clients through Merrill and Private Bank teams.

Our Wealth Management Summer Analyst Program is designed to offer candidates the opportunity to work in various positions within our Chief Investment Office,Investment Solutions Group,and Merrill Home Office. As part of the Merrill organization, 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 (including Merrill and the Private Bank). Through a highly effective Investment Process, they provide solutions across all product platforms and asset classes - equity, fixed income and alternative investments including structured products and specialty assets - through a comprehensive due diligence and oversight process for client portfolios. They also coordinate the investment strategy for wealth management advisors and clients, harmonizing and distilling market themes, identifying trends and supporting our client-focused investing approach. Merrill Home Office functions are critical to ensuring the wealth management strategies, tools, and processes are aligned to support our field operations in their pursuit of client acquisition and retention.

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 Chief Investment Office,Investment Solutions Group, or Merrill Home Office such as:

• Chief Investment Office
• Alternative Investments and Specialty Asset Management
• Investment Products and Platforms
• Personal Retirement Product Management
• Specialists Team
• Chief Operating Office Organization
• National Business Development
• Supervision and Controls Qualifications
  
  Required:
  
  • 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 Preferred:
    
    • 3.2 minimum GPA preferred
    • Technical skills such as Excel and PowerPoint
      Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.
      
      Travel: On needs basis
      
      Full / Part-time: Fulltime
      
      Hours Per Week: 40.00
      
      Shift: 1st Shift

Keywords: Bank of America, New York , Wealth Management Sophomore Summer Analyst Program , Executive , New York, New York