Global Wealth and Investment Management Analyst Program

Global Wealth and Investment Management (GWIM) provides comprehensive wealth management to affluent and high-net-worth clients.  It also provides retirement and benefit plan services, philanthropic management and asset management to individuals and institutions. U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs.

Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.

Potential placements within our GWIM Analyst Program may include the following areas: 

• US Trust:  Sales, Fiduciary Solutions, High Net Worth Portfolio Management or Philanthropic Solutions
• GWIM Chief Investment Office
• Investment Solutions Group:  Alternative Investments, Managed Solutions or Markets Group
• Retirement and Personal Wealth Solutions

As an analyst, your key tasks and responsibilities may include but are not limited to:

• Managing the execution of client service activities such as initiating and monitoring account opening and asset transfers
• Handling client inquiries, coordinating with specialists and service centers to deliver an integrated service to the client
• Servicing and account maintenance activities, which are primarily trust/fiduciary-related that include trust accounting transactions, deposits/transfers
• Conducting research projects, on client accounts or to maintain department industry research and report information
• Providing administrative coordination with trading, operations, and client service areas
• Performing service and fulfillment activities to meet Philanthropic Solutions client needs and expectations
• Research various topics
• Collect and organize data
• Summarize analysis in brief write-ups
• Focus on global macro and policy issues
• Follow financial market themes on a daily basis
• Maintain department industry research and report information

Qualifications

• Candidates are required to be pursuing a Bachelor's or Master’s degree from an accredited college or university with a graduation date between December 2017 - June 2018
• 3.2 minimum GPA preferred
• Demonstrated record of achievement, such as extracurricular activities or leadership roles
• Finance knowledge
• Excellent verbal and written communication skills
• Analytical and  critical thinking skills
• The ability to inspire a strong sense of camaraderie
• Able to think independently, work collaboratively and strong time management skills
• Technical skills such as Excel, PowerPoint and Outlook are advantageous

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