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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#: kJYNvQyFcw10
Employer Industry: Wealth Management
Why consider this job opportunity:
- Opportunity to gain hands-on experience in a leading wealth management firm
- Structured 10-week internship with extensive on-the-job training and mentorship
- Chance to work in various teams including Chief Investment Office and Investment Solutions Group
- Engaging educational speaker events to enhance learning and professional development
- Collaborative and inclusive work culture that values diversity and individual perspectives
- Work in a role that supports affluent and high-net-worth clients, making a significant impact
What to Expect (Job Responsibilities):
- Participate in various roles within the Chief Investment Office, Investment Solutions Group, and Merrill Home Office
- Assist in developing world-class investment strategies and solutions for clients
- Conduct due diligence and oversight for client portfolios across multiple asset classes
- Collaborate with team members to harmonize investment strategies and market themes
- Engage in projects related to sustainable and impact investing or alternative investments
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
- Knowledge of finance and strong analytical and critical thinking skills
- Excellent verbal and written communication skills
- Ability to work effectively within a team and manage time with attention to detail
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 Bloomberg, FactSet, Python, or R
#WealthManagement #InternshipOpportunity #CareerDevelopment #DiversityAndInclusion #FinanceCareers
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