Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group

Employer Industry: Financial Services

• Opportunity to gain hands-on experience in wealth management and investment strategies
• Comprehensive 10-week structured internship with extensive on-the-job training
• Access to educational speaker events, coaching, and mentorship throughout the internship
• Work within a diverse and inclusive team environment that values unique perspectives
• Opportunities for networking and building relationships within one of the largest financial institutions

• Collaborate with teams within the Chief Investment Office, Investment Solutions Group, or Merrill Home Office
• Assist in developing and analyzing investment strategies across various asset classes
• Participate in due diligence and oversight processes for client portfolios
• Support wealth management advisors by coordinating investment strategies and identifying market trends
• Engage in projects related to sustainable and impact investing as well as alternative investments

• 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
• Strong finance knowledge and analytical skills
• Excellent verbal and written communication skills
• Ability to work effectively within a team and independently

• Minimum GPA of 3.2 preferred
• Technical skills in Excel and Power Point
• 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 languages such as Python, R, or equivalent

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