Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office - 2026
Pennington, NJ
Internship
Onsite
Intern
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services. They are seeking candidates for their Wealth Management Summer Analyst Program, which provides an opportunity to work in various roles within their investment divisions. Interns will gain hands-on experience in investment strategy, portfolio management, and wealth management solutions.
Responsibilities
Work in various positions within our Chief Investment Office, Investment Solutions Group, and Merrill Home Office
Provide world-class investment strategies, platforms, solutions and support for clients
Coordinate the investment strategy for wealth management advisors and clients
Support client-focused investing approach
Participate in educational speaker events, coaching and mentorship throughout the internship
Qualification
Required
Bachelors or Bachelors direct to Masters degree program student with a graduation date between November 2026 and August 2027
Demonstrated record of achievement, such as extracurricular activities or leadership roles
Finance knowledge
Excellent verbal and written communication skills
Analytical and critical thinking skills
Ability to work effectively within a team
Ability to think independently
Ability to work collaboratively
Strong time management skills and attention to detail
Preferred
3.2 minimum GPA preferred
Technical skills such as Excel and PowerPoint
Major or minor of studies in a field of Quantitative Finance, Financial Engineering, or a related technical field that blends advanced quantitative methods with finance and economics is a plus
Experience managing and analyzing large data sets using data science tools such as artificial intelligence and machine learning
Knowledge of coding and programming skills, including but not limited to Bloomberg, FactSet, Python, R, or equivalent
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
