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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#: x5yAGnZ8nlLE
Employer Industry: Wealth Management
Why consider this job opportunity:
- Comprehensive on-the-job training and mentorship throughout a structured 10-week internship
- Opportunity to work with leading investment strategies and solutions within a prestigious financial institution
- Collaborative and inclusive workplace culture that values diversity and personal well-being
- Potential for networking and building relationships with industry professionals
- Exposure to various roles within the Chief Investment Office, Investment Solutions Group, and Merrill Home Office
- Engaging educational speaker events to enhance professional development
What to Expect (Job Responsibilities):
- Participate in various roles within the Chief Investment Office, Investment Solutions Group, and Merrill Home Office
- Assist in the development and implementation of investment strategies and solutions for clients
- Conduct due diligence and oversight for client portfolios across multiple asset classes
- Collaborate with team members to harmonize market themes and identify investment trends
- Support the alignment of wealth management strategies and tools with field operations
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 principles and concepts
- Excellent verbal and written communication skills
- Strong 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 preferred
- Technical skills in Excel and PowerPoint
- Major or minor in Quantitative Finance, Financial Engineering, or a related technical field
- Experience with managing and analyzing large data sets using data science tools
- Knowledge of coding and programming skills, including Bloomberg, FactSet, Python, or R
#WealthManagement #InvestmentSolutions #InternshipOpportunity #DiversityAndInclusion #CareerDevelopment
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