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Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office 2027
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Job Description
- Req#: BGkOkBrwYYlY
Employer Industry: Wealth Management
Why consider this job opportunity:
- Comprehensive on-the-job training and mentorship throughout the 10-week internship
- Opportunity to work with leading wealth management and investment products, services, and solutions
- Exposure to various teams including Chief Investment Office, Investment Solutions Group, and Merrill Home Office
- Chance to build a successful career with opportunities for personal and professional growth
- Inclusive workplace culture that values diversity and unique perspectives
- Engaging educational speaker events and networking opportunities
What to Expect (Job Responsibilities):
- Assist in providing world-class investment strategies and support for clients across wealth management lines of business
- Participate in the investment strategy coordination for wealth management advisors and clients
- Conduct research and analysis in areas such as asset allocation, due diligence, and portfolio management
- Collaborate with various teams within the Chief Investment Office, Investment Solutions Group, and Merrill Home Office
- Engage in projects related to sustainable and impact investing, alternative investments, and personal retirement product management
What is Required (Qualifications):
- 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
- Strong finance knowledge and analytical skills
- Excellent verbal and written communication skills
- Ability to work collaboratively within a team and think independently
How to Stand Out (Preferred Qualifications):
- Minimum GPA of 3.2
- Proficiency in technical skills such as 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 Bloomberg, FactSet, Python, or R
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