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Bank of AmericaPennington, NJInternshipClosed
Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office 2027
The Wealth Management Summer Analyst Program offers a 10-week internship at Bank of America, providing hands-on experience in investment strategy, portfolio management, and wealth management support within Merrill and related groups.
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Program Overview
- 10-week summer internship with Bank of America Wealth Management teams.
- Work within Chief Investment Office, Investment Solutions Group, or Merrill Home Office.
- Focus on investment strategies, asset allocation, portfolio management, and client support.
- Includes on-the-job training, speaker events, coaching, and mentorship.
- Supports wealth management advisors and client investment processes.
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Team Placements
- Chief Investment Office: Investment strategy, asset allocation, due diligence, portfolio management, sustainable investing.
- Investment Solutions Group: Alternative investments, product management, retirement products, wealth management specialists.
- Merrill Home Office: Supports operational alignment for client acquisition and retention.
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Qualifications - Required
- Bachelor's or direct-to-Master's student graduating between Nov 2027 and Aug 2028.
- Demonstrated achievement through extracurriculars or leadership roles.
- Finance knowledge and strong verbal and written communication skills.
- Analytical, critical thinking, and independent working abilities.
- Team collaboration skills and strong time management with attention to detail.
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Qualifications - Desired
- Preferred minimum GPA of 3.2.
- Technical skills in Excel and PowerPoint.
- Studies in Quantitative Finance, Financial Engineering, or related fields.
- Experience with data science tools like AI and machine learning.
- Knowledge of Bloomberg, FactSet, Python, R, or similar programming skills.