The Wealth Management Sophomore Summer Analyst Program is a competitive 10-week program. Sophomore Summer Analysts can expect to rotate through two groups within the Home Office. They will gain a thorough understanding of the Wealth Management business and the full range of financial products and services available to our clients.
The Wealth Management Headquarters is based in Purchase, NY. The Summer Analyst Program placements will be in New York City and/or Purchase, NY.
The Wealth Management training program consists of a curriculum designed to equip Summer Analysts with the fundamental skills they need in order to be successful in Wealth Management. The Program is one week long and includes a Firmwide orientation, business overviews, professional development, technical training and networking events. A speaker series is also a part of the overall training and is run throughout the duration of the Program.