Apply on Employer Site

Bank of America · 20 hours ago

Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office 2027

Pennington, NJ

Full-time

Onsite

New Grad

Bank of America is a leading financial institution dedicated to improving financial lives through responsible growth. The Wealth Management Summer Analyst Program offers interns the opportunity to work within the Chief Investment Office, Investment Solutions Group, and Merrill Home Office, focusing on comprehensive wealth management solutions and investment strategies.

Asset ManagementBankingFinanceFinancial ServicesFinTech

No H1B

Responsibilities

Work in various positions within the Chief Investment Office, Investment Solutions Group, and Merrill Home Office

Provide world-class investment strategies, platforms, solutions and support for clients across all wealth management lines of business

Coordinate the investment strategy for wealth management advisors and clients, harmonizing and distilling market themes, identifying trends and supporting client-focused investing approach

Ensure wealth management strategies, tools, and processes are aligned to support field operations in their pursuit of client acquisition and retention

Participate in a structured 10-week internship providing extensive on-the-job training, educational speaker events, coaching and mentorship

Qualification

Finance knowledgeAnalytical skillsExcelPythonPowerPointData analysisIndependent thinkingVerbal communicationWritten communicationTeamworkCollaborationTime managementAttention to detailLeadership

Required

Bachelors or Bachelors direct to Masters degree program student with a graduation date between November 2027 and August 2028

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

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