Wealth Management Internship, Summer 2027- Chicago, IL (10 Weeks)

BMO•Chicago, IL

3d•$43,000 - $75,000•Onsite

About The Position

This internship supports the management and execution of assigned business/group programs or projects. The role involves providing input to design, development, and execution, and collaborating with internal and external stakeholders to ensure effective delivery. Responsibilities include developing program components, promoting the program, and participating in the design, development, implementation, and management of core program processes. The intern will analyze current operations, research best practices, and understand industry trends to provide input to program strategy. They will also support the investigation and documentation of program risks, analyze data to provide insights and recommendations, and gather/format data into reports and dashboards. Additionally, the role supports the execution of strategic initiatives, tracks metrics and milestones, and assists with change management activities, including developing tailored messaging and tracking exception requests. The intern will complete complex tasks, analyze issues, and make sound, risk-informed decisions in alignment with the bank's Risk Management Framework and Risk Culture.

Requirements

Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Responsibilities

Supports the management & execution of the assigned business/group program or project, including providing input to design, development & execution.
Supports the execution of program components working with internal & external stakeholders to ensure effective & seamless delivery.
Supports the management of the program/project, including developing program components, promoting the program and ensuring the execution of all program components.
Participates in the design, development, implementation, and management of core program processes.
Provides input to the program strategy by analyzing current operations & challenges, researching best practices and understanding industry trends.
Provides support for the investigation, analysis & documentation of program risks.
Analyzes data and information to provide program insights and recommendations.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
Organizes work information to ensure accuracy and completeness (e.g., customized exception reports, initiative tracking reports, etc.).
Communicates and reinforces program principles, strategies, processes and standards in all operational activities.
Gathers and formats data into regular and ad-hoc reports, and dashboards.
Supports the execution of strategic initiatives; includes tracking metrics and milestones.
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Supports the development of tailored messaging, which may include writing, editing and distributing communications.
Tracks exception requests and corresponding approvals.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.