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Director/Vice President – Global Research, Supervisory Analyst Group

San Francisco, California;

Job Description:

The BofA Global Research Supervisory Analyst (SA) Group performs a crucial role in supporting the publication of market-leading research by our award-winning research team. We are seeking an experienced Supervisory Analyst to join our team in New York, Chicago or San Francisco. Our SA Group is global and works closely together to ensure the timely publication of high quality research product. We offer a supportive, collegial environment where you will be able to extend your knowledge while also interacting with colleagues across the globe.

SA Role & Responsibilities

  • Provide high quality review of all Research reports and marketing materials ensuring compliance with internal policy and regulatory requirements
  • Exhibit a high level of professionalism and a service ethos
  • Help troubleshoot queries from Research Analysts, Research Management and others regarding research workflow
  • Responsible for testing new product / enhancement roll outs and working on projects
  • Participate in recommendation and product review committees
  • Based in New York

Skills / licenses required

  • Series 16 registration and experience as a Supervisory Analyst required
  • Series 24 registration or willing to acquire within 6 months of joining
  • Other registrations encouraged (Series 4, 53)
  • Strong financial services background in all asset classes
  • CFA preferred
  • Possess and exhibit strong analytical abilities
  • Excellent communication skills
  • Must be service oriented, flexible and willing to adapt to ever-changing demands of the business
  • Detail oriented

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The BofA Global Research Supervisory Analyst (SA) Group performs a crucial role in supporting the publication of market-leading research by our award-winning research team. We are seeking an experienced Supervisory Analyst to join our team in New York, Chicago or San Francisco. Our SA Group is global and works closely together to ensure the timely publication of high quality research product. We offer a supportive, collegial environment where you will be able to extend your knowledge while also interacting with colleagues across the globe.

SA Role & Responsibilities

  • Provide high quality review of all Research reports and marketing materials ensuring compliance with internal policy and regulatory requirements
  • Exhibit a high level of professionalism and a service ethos
  • Help troubleshoot queries from Research Analysts, Research Management and others regarding research workflow
  • Responsible for testing new product / enhancement roll outs and working on projects
  • Participate in recommendation and product review committees
  • Based in New York, Chicago or San Francisco

Skills / licenses required

  • Bachelors Degree/ min 5 years Experience
  • Series 16 registration and experience as a Supervisory Analyst required
  • Series 24 registration or willing to acquire within 6 months of joining
  • Other registrations encouraged (Series 4, 53)
  • Strong financial services background in all asset classes
  • CFA preferred
  • Possess and exhibit strong analytical abilities
  • Excellent communication skills
  • Must be service oriented, flexible and willing to adapt to ever-changing demands of the business
  • Detail oriented

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21052567

Band: H4

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Jessica Jonas

Referral Bonus:

0