Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group,[...]

Bank of America; Pennington (NJ); Remote; USD 60,000 - 80,000; Full time

Job summary

Bank of America is seeking candidates for the Wealth Management Summer Analyst Program, offering an immersive internship experience focused on investment strategies in its Chief Investment Office and related teams. Interns will receive extensive on-the-job training and mentorship while working collaboratively in a dynamic environment. Ideal candidates are interdisciplinary students who have demonstrated academic achievement alongside strong analytical and communication skills.

Qualifications

• Candidates must be graduating between November 2026 and August 2027.
• Demonstrated achievement such as extracurricular activities or leadership roles is required.
• Technical skills in fields blending finance and quantitative methods are a plus.

Responsibilities

• Work within the Chief Investment Office, Investment Solutions Group, and Merrill Home Office.
• Participate in investment strategies and allocations processes.
• Engage in ongoing training and mentorship throughout the internship.

Skills

Analytical and critical thinking

Excellent verbal and written communication skills

Finance knowledge

Ability to work effectively within a team

Strong time management skills and attention to detail

Education

Bachelors or Bachelors direct to Masters degree program

Tools

Excel

PowerPoint

Job description

Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office - 2026

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Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office - 2026

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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 Chief Investment Office and Investment Solutions Groups 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 integrated and effective Investment Process, they provide solutions across all product platforms and asset classes – multi-asset, equity, fixed income and alternative investments including structured products - 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
• Investment Strategy and Thought Leadership
• Asset Allocation
• Due Diligence
• Portfolio Management & Strategy (Fixed Income, Equity & Multi-Asset)
• Sustainable & Impact Investing (Chief Investment Office and Investment Solutions Group)
• Alternative Investments
• Investment Products & Platforms
• Personal Retirement Product Management
• Wealth Management Specialists
• Merrill Chief Operating Office Organization
• National Business Development Team
  
  

Qualifications

Required:

• Bachelors or Bachelors direct to Masters degree program student with a graduation date between November 2026 and August 2027
• 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
  
  
  

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

Seniority level

• Seniority level

  Internship

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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