This job has expired

Wealth Management Sophomore Summer Analyst Program - 2024

Merrill Wealth Management
Jersey City, New Jersey
$22-$55 per hour
Closing date
Oct 2, 2023

View more

Job Role
Wealth Management
Employment Type
Experience Level
CFP® Certification
Not necessary

Job Details


Our Wealth Management Summer Analyst Program is designed to offer candidates the opportunity to work in various positions within our Chief Investment Office, Investment Solutions Group, 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 Chief Investment Office, Investment Solutions Group, or Merrill Home Office such as:

  • Chief Investment Office
  • Alternative Investments and Specialty Asset Management
  • Investment Products and Platforms
  • Personal Retirement Product Management
  • Specialists Team
  • Chief Operating Office Organization
  • National Business Development
  • Supervision and Controls



  • Bachelors or Bachelors direct to Masters degree program student with a graduation date between December 2025 and August 2026
  • 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


  • 3.2 minimum GPA preferred
  • Technical skills such as Excel and PowerPoint


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


Learn more about this company

Visit this company’s hub to learn about their values, culture, and latest jobs.

Visit employer hub

Learn more about this company

Visit this company’s hub to learn about their values, culture, and latest jobs.

Visit employer hub

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert