Wealth Management Sophomore Summer Analyst Program
4 weeks ago
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
-
Wealth Management Advisor
1 week ago
Los Angeles, California, United States EFC Wealth Management Firm,LLC Full timeJoin Our Team as a Financial Advisor at EFC Wealth Management FirmAbout Us:EFC Wealth Management Firm, LLC is a prominent Registered Investment Advisor committed to the principles of integrity, dedication, and the continuous enhancement of our clients' financial well-being.Our Senior Advisor, who brings 27 years of extensive industry expertise, is seeking...
-
Consulting Summer Analyst
4 weeks ago
Los Angeles, California, United States DeciBio Full timeAPPLICANTS MUST BE DEDICATED TO THE LIFE SCIENCES / BIOSCIENCES FIELD, AS DEMONSTRATED BY WORK HISTORY AND FIELD OF STUDY (E.G., BIOENGINEERING, BIOLOGY, BIOCHEMICAL ENGINEERING, MOLECULAR BIOLOGY). THIS APPLICATION IS FOR OUR INTERNSHIP CLASS DURING THE SUMMER OF 2025 For additional information, please sign up for an information session webinar on the...
-
Consulting Summer Analyst
3 weeks ago
Los Angeles, United States DeciBio Full timeAPPLICANTS MUST BE DEDICATED TO THE LIFE SCIENCES / BIOSCIENCES FIELD, AS DEMONSTRATED BY WORK HISTORY AND FIELD OF STUDY (E.G., BIOENGINEERING, BIOLOGY, BIOCHEMICAL ENGINEERING, MOLECULAR BIOLOGY). THIS APPLICATION IS FOR OUR INTERNSHIP CLASS DURING THE SUMMER OF 2025. The enthusiastic DeciBio Consulting (“DeciBio”) Strategy Consulting team is seeking...
-
Senior Associate, Wealth Manager
2 months ago
Los Angeles, United States The Bank of New York Mellon Full timeAssociate Wealth Manager, Wealth Management We're seeking a future team member for the role of Associate Wealth Manager, to join our team within BNY Wealth Management. The Associate Wealth Manager provides support to the Wealth Managers in managing, retaining and growing existing client relationships and the position reports to one of our Wealth Managers in...
-
Wealth Management Consultant
1 week ago
Los Angeles, California, United States Capital Group Full timeAs a Wealth Management Consultant, you will engage directly with affluent individuals and complex families to develop tailored and comprehensive financial strategies aimed at safeguarding and enhancing their wealth across generations. Assist nonprofit organizations and endowments in achieving their long-term financial goals through strategic planning and...
-
Los Angeles, United States Kayne Anderson Rudnick Full timeThe Kayne Anderson Rudnick Investment Performance Analyst position will join the centralized Performance, Analytics and Risk (PAR) team in supporting multiple groups across the organization. The role will be an integral part of the team that is responsible for all aspects surrounding the overall production, maintenance and analysis of Performance and Risk...
-
Los Angeles, California, United States MUFG Full timeAbout MUFGMitsubishi UFJ Financial Group (MUFG) is a leading global financial institution with a rich history and a strong commitment to innovation and excellence. As a specialty investment bank, MUFG provides a wide range of financial services to entrepreneurs, family-owned companies, private equity sponsors, and major corporations.Our CultureWe value...
-
Insurance Agent
4 weeks ago
Los Angeles, United States Breeze Wealth Management Full timeJob DescriptionJob DescriptionAre you ready to step into an exciting career with endless possibilities? At Breeze Wealth Management, we specialize in Indexed Universal Life Insurance (IUL) and Fixed Indexed Annuities (FIA), dedicated to helping everyday Americans protect and preserve their accumulated wealth while also assisting them in accumulating more.Why...
-
Private Wealth Manager
5 days ago
Los Angeles, California, United States Deutsche Bank Full timeAbout the RoleWe are seeking a highly motivated and experienced Private Banker to join our team at Deutsche Bank. As a Private Banker, you will be responsible for developing and managing client relationships, identifying new business opportunities, and providing comprehensive wealth management solutions to high net worth individuals.Key...
-
Wealth Management Advisor
1 week ago
Los Angeles, California, United States Deutsche Bank Full timeJob Overview: Position: Private Banker Corporate Level: Director - Managing Director Location: Multiple Locations Role Summary The Private Banker is tasked with developing, managing, and nurturing client relationships. This role is pivotal in acquiring assets by enhancing existing client connections and fostering new relationships for the Bank. The emphasis...
-
Data Analyst Intern
5 months ago
Los Angeles, California, United States VISART Full timeResponsibilities Design develop implement and maintain various financial dashboards and tools. Use SQL and VBA to create tools to increase financial process efficiencies. Support the finance department by completing SQL data queries and various analytical requests. Collaborate on assignments with other teams such as Accounting Credit Research / Analysis Tax...
-
Data Analyst Intern
5 months ago
Los Angeles, United States VISART Full timeResponsibilities Design develop implement and maintain various financial dashboards and tools. Use SQL and VBA to create tools to increase financial process efficiencies. Support the finance department by completing SQL data queries and various analytical requests. Collaborate on assignments with other teams such as Accounting Credit Research / Analysis...
-
Private Wealth Manager
6 days ago
Los Angeles, California, United States Deutsche Bank Full timeAbout the RoleWe are seeking a highly motivated and experienced Private Banker to join our team at Deutsche Bank. As a Private Banker, you will be responsible for developing and managing client relationships, identifying new business opportunities, and providing comprehensive wealth management solutions to high net worth individuals.Key ResponsibilitiesNew...
-
Wealth Management Advisor
1 week ago
Los Angeles, California, United States Deutsche Bank Full timeJob Overview:Position: Private Banker Corporate Title: Director - Managing Director Location: Various Locations Role SummaryPrivate Bankers are tasked with cultivating, managing, and preserving client relationships. They play a pivotal role in asset acquisition by enhancing existing client connections and forging new partnerships for the Bank. The primary...
-
Wealth Management Advisor
1 week ago
Los Angeles, California, United States Deutsche Bank Full timeJob Overview:Position: Private Banker Corporate Title: Director - Managing Director Location: San Francisco, CA & Los Angeles, CA Role SummaryPrivate Bankers are tasked with cultivating, managing, and sustaining client relationships. Their primary responsibility is to drive asset acquisition by enhancing existing client connections and fostering new...
-
Los Angeles, United States Virtus Investment Partners Full timeAlthough we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. Job Description The Kayne Anderson Rudnick Investment Performance Analyst position will join the centralized Performance, Analytics and Risk...
-
Senior Wealth Management Associate
1 week ago
Los Angeles, California, United States The Bank of New York Mellon Full timeSenior Associate, Wealth Management We are looking for a dedicated professional for the role of Senior Associate in Wealth Management at BNY Mellon. This position plays a crucial role in supporting Wealth Managers to maintain, enhance, and expand client relationships. The Senior Associate will report directly to a Wealth Manager in our Wealth Management...
-
Experienced Wealth Management Consultant
1 week ago
Los Angeles, California, United States Farther LLC Full timeCompany OverviewFarther LLC is an innovative Registered Investment Advisor (RIA) that merges seasoned financial experts with advanced technology to provide a customized wealth management experience.Founded by pioneers in the private wealth sector, our leadership team combines extensive knowledge in traditional wealth management, fintech, and technology...
-
Wealth Management Advisor
1 week ago
Los Angeles, California, United States Tandym Group Full timeA reputable financial services organization is seeking a qualified professional to fill the role of Certified Financial Wealth Planner. This position involves nurturing existing client relationships while actively contributing to the firm's growth and success.Key Responsibilities:The Certified Financial Wealth Planner will be tasked with:Building and...
-
Wealth Management Advisor
1 week ago
Los Angeles, California, United States Tandym Group Full timeA prominent financial services organization is actively seeking a qualified professional to take on the role of Certified Financial Wealth Planner. This position involves fostering relationships with existing clients while also focusing on the expansion of the firm's clientele.Key Responsibilities:The Certified Financial Wealth Planner will be tasked...