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Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office 2027
5 days agoWhat's your preference?
Job Description
- Req#: AicgCf3FyCGq
Employer Industry: Wealth Management
Why consider this job opportunity:
- Opportunity to work with a leading provider of comprehensive wealth management solutions
- Extensive on-the-job training and mentorship throughout the structured 10-week internship
- Collaborate with diverse teams within the Chief Investment Office, Investment Solutions Group, and Merrill Home Office
- Gain exposure to various investment strategies, platforms, and client-focused solutions
- Strong emphasis on personal and professional development in a supportive workplace environment
What to Expect (Job Responsibilities):
- Participate in various positions within the Chief Investment Office, Investment Solutions Group, and Merrill Home Office
- Assist in developing world-class investment strategies and solutions for clients
- Support the investment strategy and due diligence processes for client portfolios
- Collaborate with teams on market themes, trends, and client-focused investing approaches
- Engage in educational speaker events and networking opportunities throughout the internship
What is Required (Qualifications):
- Bachelor’s or Bachelor’s direct to Master’s degree program student with a graduation date between November 2027 and August 2028
- Demonstrated record of achievement through extracurricular activities or leadership roles
- Strong knowledge of finance and investment principles
- Excellent verbal and written communication skills
- Analytical and critical thinking skills, with the ability to work effectively within a team
How to Stand Out (Preferred Qualifications):
- Minimum GPA of 3.2
- Technical skills in Excel and PowerPoint
- Major or minor in Quantitative Finance, Financial Engineering, or a related technical field
- Experience managing and analyzing large data sets using data science tools
- Knowledge of coding and programming skills, including but not limited to Bloomberg, FactSet, Python, or R
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