Wealth Management Sophomore Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office 2025
Please note the maximum number of applications that you can submit per recruitment season is 8.
You are only allowed to submit:
- 3 applications in total to U.S. and Canada programs
- 2 applications in total to APAC programs
- 2 applications in total to LATAM programs
- EMEA applicants are limited to 1 application per recruitment season. Once your application has been submitted, you will be unable to apply to any additional EMEA programs.
Program ID  
11634

Region  
U.S. and Canada
Location  
United States of America
States  
New Jersey, New York
City  
Jersey City, NJ, New York, NY, Pennington, NJ
Program  
Merrill Lynch Program
Program type  
Summer internship
Entry level  
Analyst
Program description  
Job Description & Program Overview

Bank of America provides comprehensive wealth management solutions to affluent and high-net-worth clients through Merrill and Private Bank teams.

Our Wealth Management Sophomore Summer Analyst Program is designed to offer candidates the opportunity to work in various positions within our Investment Solutions Group, Chief Investment Office, and Merrill Home Office.  As part of the Merrill organization, the Investment Solutions Group and Chief Investment Office strive to provide world-class investment strategies, platforms, solutions and support for clients across all wealth management lines of business (including Merrill and the Private Bank). Through a highly effective Investment Process, they provide solutions across all product platforms and asset classes - equity, fixed income and alternative investments including structured products and specialty assets - through a comprehensive due diligence and oversight process for client portfolios. They also coordinate the investment strategy for wealth management advisors and clients, harmonizing and distilling market themes, identifying trends and supporting our client-focused investing approach. Merrill Home Office functions are critical to ensuring the wealth management strategies, tools, and processes are aligned to support our field operations in their pursuit of client acquisition and retention.

Our structured 10-week internship provides extensive on the job training, in addition to educational speaker events, coaching and mentorship throughout.  Interns will be placed on a specific team within the Investment Solutions Group, Chief Investment Office, or Merrill Home Office such as:

Chief Investment Office
Investment Strategy and Thought Leadership
Asset Allocation
Due Diligence
Portfolio Management & Strategy (Fixed Income, Equity & Multi-Asset)
Sustainable & Impact Investing
Alternative Investments
Specialty Asset Management
Investment Products & Platforms
Personal Retirement Product Management
Wealth Management Specialists
Merrill Chief Operating Officer Organization
National Business Development Team
Merrill Supervision and Controls Team
 

Qualifications

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
Desired:

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 unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.

 

Travel: On needs basis

Full / Part-time: Fulltime

Hours Per Week: 40.00

Shift: 1st Shift