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Bank of America · 21 hours ago

Wealth Management Summer Analyst Program - Private Bank 2027

LA Metro Area

Full-time

Onsite

New Grad

Bank of America is a leader in private wealth management, providing a vast array of resources and customized solutions for clients. The Wealth Management Summer Analyst Program offers interns hands-on experience in various teams, focusing on client service, business generation, and investment management.

Asset ManagementBankingFinanceFinancial ServicesFinTech

No H1B

Responsibilities

Helping with new business generation, prospect cultivation and client engagement

Managing the execution of client service activities such as digital onboarding, initiating and monitoring account openings and asset transfers

Handling client inquiries and coordinating with specialists and service centers to deliver an integrated service experience to the client

Servicing account maintenance activities, including trust accounting transactions, processing deposits/transfers and providing reports

Conducting research projects on behalf of clients and/or maintaining organizational investment industry research and report information

Assessing client experience across live/digital touchpoints to identify opportunities for modernization and integration

Providing administrative coordination with trading, operations and client service teams

Qualification

Finance knowledgeAnalytical skillsCommunication skillsExcelPowerPointInterpersonal skillsTime managementAttention to detailTeamworkCritical thinking

Required

Students must be pursuing a Bachelors or Bachelors direct to Masters degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028

Demonstrated record of achievement such as extracurricular activities or leadership roles

Passion for investing and a strong understanding of finance

Excellent communication and presentation skills

Analytical, quantitative and critical thinking skills

Strong interpersonal skills with an ability to work effectively within a team

Ability to think independently and demonstrate good judgment

Strong time management and organizational skills

Ability to multi-task with a strong attention to detail