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Investment Strategist I - NYC

New York, New York

Job Description:

Job Description Summary:

As part of the Chief Investment Office (CIO) Portfolio Management team, the Portfolio Analyst is responsible for manager research and portfolio analysis. Working with the team, the Portfolio Analyst will support production of performance and trade analysis, commentary collateral for the CIO's centrally-managed portfolios, and other ad hoc projects.

Business Overview:
Bank of America Global Wealth & Investment Management (GWIM) provides comprehensive wealth management to affluent and high-net-worth clients. It also provides retirement and benefit plan services, philanthropic solutions and asset management to individuals and institutions. Clients have access to a range of services offered through Merrill Lynch, Private Banking & Investments Group, U.S. Trust Bank of America Private Wealth Management and Retirement & Personal Wealth Solutions.

The GWIM Chief Investment Office (CIO) supports clients by providing financial advisors with the comprehensive expertise needed to help clients pursue their goals. This expertise includes ongoing oversight of their Investment Strategy, Implementation Guidance, and Portfolio Administration.

Job Description: 

 

  • Gather data and perform analytics as needed (investment analysis, portfolio analysis, ad hoc requests)
  • Manage discrete components of collateral
  • Knowledge of relevant quantitative methods, performance attribution, and portfolio construction
  • Knowledge of markets and CIO views and portfolio implications
  • Expand knowledge of quantitative analysis, portfolio construction and markets
  • Conduct/participate in meetings with third party investment managers
  • Conduct/participate in meetings with internal Compliance and Marketing partners
  • Provide effective project management and leadership for all collateral production (ad hoc, monthly, quarterly frequencies)
  • Measure effectiveness and produce reports of accomplishments and business impact
  • Coordinate and foster collaborative relationships within the group.
  • Develop strong, effective relationships with business partners

 

Qualifications:

  • 3 years of experience and a Bachelor's degree preferably in Finance, Economics, or Accounting.
  • CFA or progress towards a CFA is a plus
  • Desired skills: Strong interpersonal skills/ Attention to detail / Proficient Writer and Communicator / Skilled in Performance Reporting and Attribution / Familiarity with Investments including ETFs and Mutual Funds / Working knowledge of MS Office (advanced Excel skills preferred), Bloomberg, Morningstar and/or FactSet,
  • Series 7 and 66 or the ability to gain license within 120 days is required.
  • Excellent communications, writing and editing capabilities
  • Project leadership skills, including a demonstrated ability to lead multi-functional project teams to drive to concrete results and actions
  • Proven effectiveness in fast-paced environment; ability to manage within tight deadlines
  • Ability to manage multiple projects concurrently
  • Develop strong, effective relationships with key business partners
  • Superior organizational skills, creativity, and attention to detail
  • Excellent interpersonal skills; strong relationship building
  • Skill in developing new ideas and new approaches to old ideas
  • Professional maturity to effectively interface with senior management
  • High proficiency in Microsoft Office Suites, including PowerPoint; other desktop skills or willingness to learn preferred

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Job Description Summary:

As part of the Chief Investment Office (CIO) Portfolio Management team, the Portfolio Analyst is responsible for manager research and portfolio analysis. Working with the team, the Portfolio Analyst will support production of performance and trade analysis, commentary collateral for the CIO's centrally-managed portfolios, and other ad hoc projects.

Business Overview:
Bank of America Global Wealth & Investment Management (GWIM) provides comprehensive wealth management to affluent and high-net-worth clients. It also provides retirement and benefit plan services, philanthropic solutions and asset management to individuals and institutions. Clients have access to a range of services offered through Merrill Lynch, Private Banking & Investments Group, U.S. Trust Bank of America Private Wealth Management and Retirement & Personal Wealth Solutions.

The GWIM Chief Investment Office (CIO) supports clients by providing financial advisors with the comprehensive expertise needed to help clients pursue their goals. This expertise includes ongoing oversight of their Investment Strategy, Implementation Guidance, and Portfolio Administration.

Job Description: 

 

  • Gather data and perform analytics as needed (investment analysis, portfolio analysis, ad hoc requests)
  • Manage discrete components of collateral
  • Knowledge of relevant quantitative methods, performance attribution, and portfolio construction
  • Knowledge of markets and CIO views and portfolio implications
  • Expand knowledge of quantitative analysis, portfolio construction and markets
  • Conduct/participate in meetings with third party investment managers
  • Conduct/participate in meetings with internal Compliance and Marketing partners
  • Provide effective project management and leadership for all collateral production (ad hoc, monthly, quarterly frequencies)
  • Measure effectiveness and produce reports of accomplishments and business impact
  • Coordinate and foster collaborative relationships within the group.
  • Develop strong, effective relationships with business partners

 

Qualifications:

  • 3 years of experience and a Bachelor's degree preferably in Finance, Economics, or Accounting.
  • CFA or progress towards a CFA is a plus
  • Desired skills: Strong interpersonal skills/ Attention to detail / Proficient Writer and Communicator / Skilled in Performance Reporting and Attribution / Familiarity with Investments including ETFs and Mutual Funds / Working knowledge of MS Office (advanced Excel skills preferred), Bloomberg, Morningstar and/or FactSet,
  • Series 7 and 66 or the ability to gain license within 120 days is required.
  • Excellent communications, writing and editing capabilities
  • Project leadership skills, including a demonstrated ability to lead multi-functional project teams to drive to concrete results and actions
  • Proven effectiveness in fast-paced environment; ability to manage within tight deadlines
  • Ability to manage multiple projects concurrently
  • Develop strong, effective relationships with key business partners
  • Superior organizational skills, creativity, and attention to detail
  • Excellent interpersonal skills; strong relationship building
  • Skill in developing new ideas and new approaches to old ideas
  • Professional maturity to effectively interface with senior management
  • High proficiency in Microsoft Office Suites, including PowerPoint; other desktop skills or willingness to learn preferred

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21043058

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Teresa Perry

Referral Bonus:

0

Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036