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Bank of America
Boston, MA, United States
What you'll do Job description and Summer Analyst Program overview With more than 200 years in the financial services industry, Bank of America Private Bank has cultivated an award-winning team dedicated to providing exceptional service and guidance to our clients and prospects. As a leader in private wealth management, we provide a vast array of
Job Source: Bank of AmericaBank of America
Boston, MA, United States
What you'll do Job Description & Overview About Bank of America At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to d
Job Source: Bank of AmericaCitizens
Boston
Description The Director of Non-Financial Risk Oversight (NFRMO) has overall responsibility for independent review and credible challenge of the Front-Line Unit (FLU) non-financial risk management program. In support of the independent risk oversight function, you will oversee FLU activities aligned with our key business lines and departments with
Job Source: CitizensCitizens
Westwood
Description The Director of Non-Financial Risk Oversight (NFRMO) has overall responsibility for independent review and credible challenge of the Front-Line Unit (FLU) non-financial risk management program. In support of the independent risk oversight function, you will oversee FLU activities aligned with our key business lines and departments with
Job Source: CitizensMorgan Stanley
Boston, MA, United States
Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 3,200 investment professionals around the world and $1.4 trillion in assets under management or supervision as of September 30, 2023. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstand
Job Source: Morgan StanleyBank of America
Boston, MA, United States
What you'll do Global Payments Solutions Summer Analyst Program 2025 Job Description & Program Overview Global Payments Solutions (GPS) delivers solutions that help our clients move money f rom consumers to U.S. and multinational businesses to financial institutions and public sector entities. We provide treasury management and working capital s
Job Source: Bank of AmericaMorgan Stanley
Boston, MA, United States
Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 3,200 investment professionals around the world and $1.4 trillion in assets under management or supervision as of September 30, 2023. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstand
Job Source: Morgan StanleyCerulli Associates
Boston, MA, United States
Company Overview: For nearly 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston, Cerulli Associates is a international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. Our analysts
Job Source: Cerulli AssociatesBoston, MA, United States
Wealth Management Sophomore Summer Analyst Program - Private Bank 2025
Job description and Summer Analyst Program overview
With more than 200 years in the financial services industry, Bank of America Private Bank has cultivated an award-winning team dedicated to providing exceptional service and guidance to our clients and prospects. As a leader in private wealth management, we provide a vast array of resources and customized solutions to help meet our clients' unique wealth structuring, investment management and credit needs.
The Private Bank is focused on building long-term client relationships that are supported by a team of experienced advisors and highly credentialed specialists who provide a range of services, including investment management, trust and fiduciary solutions, financial and succession planning, philanthropic and specialty asset management, family office services, art services and custom credit solutions.
What we offer and what you’ll gain:
Our Private Bank Summer Analyst Program is designed to offer you the unique opportunity to work in and gain exposure to the various teams within The Private Bank including Relationship Management, Trust & Wealth Structuring and Investment Management. Our structured 10-week internship provides extensive on-the-job training where you are aligned to a high-performing client team to gain hands-on experience and knowledge to serve ultra-high-net-worth clients ranging from business owners to corporate executives to entrepreneurs and innovators. In addition to receiving educational content and exposure to various thought leaders, you will be provided with coaching, mentorship and volunteer opportunities throughout the program.
What you’ll do:
As a summer analyst, you will participate in robust programming and skills-based curriculum and gain exposure of daily client-related tasks such as:
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
Specialty projects based on summer analyst interest and business need
Who we’re looking for:
We are looking for highly motivated individuals who are energetic, outgoing, analytical and entrepreneurial with an interest in gaining a sophisticated, well-rounded skillset aligned to wealth structuring, credit and banking, trust and relationship management.
Required:
Bachelor’s degree student with a graduation date between November 2026 and August 2027
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
Preferred:
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 need basis
Full / Part-time: Fulltime
Hours Per Week: 40.00
Shift: 1st shift
Pay and benefits information for the states of California, Colorado, Connecticut, Hawaii, Nevada, New York, Rhode Island and Washington, and for Jersey City, New Jersey.
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Email Alert for Wealth Management Sophomore Summer Analyst Program - Private Bank 2025 jobs in Boston, MA, United States
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