Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office (Jun 2027)

Join Bank of America’s Wealth Management Summer Analyst Program to gain hands-on experience in investment strategy, portfolio management, and wealth management solutions.

Your Role

Here’s what you will be doing:

• Work within teams in the Chief Investment Office, Investment Solutions Group, or Merrill Home Office.
• Support investment strategies, platforms, and solutions across multi-asset, equity, fixed income, and alternative investments.
• Participate in due diligence and oversight processes for client portfolios.
• Coordinate investment strategy for wealth management advisors and clients.
• Engage in roles such as Investment Strategy and Thought Leadership, Asset Allocation, Due Diligence, Portfolio Management & Strategy, Sustainable & Impact Investing, Alternative Investments, Investment Products & Platforms, Personal Retirement Product Management, and Wealth Management Specialists.
• Contribute to Merrill Home Office functions supporting wealth management strategies, tools, and processes.
• Complete a structured 10-week internship with on-the-job training, educational speaker events, coaching, and mentorship.

About You

The company is looking for candidates with:

• Bachelor’s or Bachelor’s direct to Master’s degree program students graduating between November 2027 and August 2028.
• Demonstrated achievement through extracurricular activities or leadership roles.
• Finance knowledge.
• Excellent verbal and written communication skills.
• Ability to work effectively within a team and independently.
• Strong time management skills and attention to detail.
• Preferred minimum GPA of 3.2.
• Technical skills such as Excel and PowerPoint.
• Major or minor in Quantitative Finance, Financial Engineering, or related technical fields is a plus.
• Experience managing and analyzing large data sets using data science tools like AI and machine learning.
• Knowledge of coding and programming skills, including Bloomberg, FactSet, Python, R, or equivalent.
• Must not require visa sponsorship now or in the future for this role.

Training & Development

• Extensive on-the-job training during the 10-week internship.
• Educational speaker events.
• Coaching and mentorship throughout the program.

Career Progression

• Opportunities to build a successful career with learning, growth, and impact within Bank of America and Merrill Wealth Management.

How to Apply

• Submit your application per the instructions provided in the job posting, ensuring that all required information is included.
• Note that Bank of America is committed to equal employment opportunities, including for individuals with disabilities.

This job may close before the stated closing date, you are encouraged to apply as soon as possible.

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