Employer Industry: Wealth Management

Why consider this job opportunity:
- Opportunity to gain hands-on experience in a leading wealth management firm
- Structured 10-week internship with on-the-job training, coaching, and mentorship
- Exposure to various teams within the Chief Investment Office and Investment Solutions Group
- Chance to work on diverse investment strategies and products, including sustainable and impact investing
- Opportunity to network with industry professionals and gain insights into wealth management
- Full-time position with a commitment to developing future leaders in the finance sector

What to Expect (Job Responsibilities):
- Collaborate with teams within the Chief Investment Office, Investment Solutions Group, or Merrill Home Office
- Assist in developing and executing investment strategies for various asset classes
- Conduct due diligence and analysis on investment products and solutions
- Engage in portfolio management and strategy discussions
- Participate in educational speaker events and networking opportunities

What is Required (Qualifications):
- Bachelor’s or direct-to-Master’s degree program student with a graduation date between November 2026 and August 2027
- Demonstrated record of achievement through extracurricular activities or leadership roles
- Strong knowledge of finance principles
- Excellent verbal and written communication skills
- Strong analytical and critical thinking skills

How to Stand Out (Preferred Qualifications):
- Minimum GPA of 3.2
- Proficiency in technical skills such as Excel and PowerPoint
- Major or minor in Quantitative Finance, Financial Engineering, or a related technical field
- Experience managing and analyzing large data sets using data science tools
- Knowledge of coding and programming languages, including Bloomberg, FactSet, Python, or R

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