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Private Bank

Bank of America Private Bank empowers clients to unlock more powerful possibilities for wealth, providing proactive expertise and unmatched access to help individuals, families, business owners and institutions pave the way to what's next.

For over 200 years, we’ve cultivated a legacy of supporting our client needs and giving lasting meaning to their wealth. We strive to make their visions a reality through best-in-class capabilities and thought leadership, dedicated teams and award-winning solutions to navigate a complex financial landscape, preserve and share wealth, build legacies and plan for success.

Our teams are focused on building long-term client relationships, providing a broad range of services, including investment management, trust and fiduciary solutions, financial and succession planning, philanthropic, specialty asset management, family office services, art services and custom credit solutions.

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're 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'll be provided with coaching, mentorship and volunteer opportunities throughout the program.

As a summer analyst, you will participate in a robust programming and skills-based curriculum and gain exposure to 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

  • Participating in volunteer activities that support the communities we work and live In

We’re looking for highly motivated individuals who are energetic, outgoing, analytical and entrepreneurial, with an interest in gaining a sophisticated, well-rounded skill set aligned to wealth structuring, credit and banking, and trust and relationship management.

  • Students must be pursuing a Bachelors or Bachelors direct to Masters degree from an accredited college or university

  • 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 multitask with a strong attention to detail

 

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