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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#: 14007
Employer Industry: Financial Services
Why consider this job opportunity:
- Opportunity for hands-on experience in a leading wealth management firm
- Comprehensive 10-week internship with extensive training and mentorship
- Gain exposure to various teams including Chief Investment Office, Investment Solutions Group, and Merrill Home Office
- Work in a collaborative and inclusive environment that values diversity and personal growth
- Develop critical financial skills and knowledge through real-world applications in investment strategies and portfolio management
What to Expect (Job Responsibilities):
- Collaborate with teams in the Chief Investment Office, Investment Solutions Group, or Merrill Home Office on investment strategies and client solutions
- Participate in educational speaker events and receive coaching from experienced professionals
- Conduct research and analysis on market trends and investment opportunities
- Assist in the development of financial models and presentations for clients
- Support the execution of wealth management strategies and processes in alignment with business objectives
What is Required (Qualifications):
- Bachelor's or direct-to-Master's degree student with a graduation date between November 2027 and August 2028
- Demonstrated record of achievement through extracurricular activities or leadership roles
- Strong finance knowledge and analytical skills
- Excellent verbal and written communication abilities
- Ability to work effectively within teams and independently, with strong time management skills
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 related fields that integrate quantitative methods with finance and economics
- Experience with data analysis and management using tools like artificial intelligence and machine learning
- Knowledge of programming languages such as Bloomberg, FactSet, Python, or R
#FinancialServices #WealthManagement #InternshipOpportunity #CareerDevelopment #DiversityAndInclusion
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