ISG UHNW Portfolio Analyst

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

The UHNW Portfolio Analyst tasked with supporting Senior UHNW Portfolio Strategist client/prospect cases through subject matter expertise that marries goals based investing, CIO SAA guidance and ISG product knowledge. Be expert in portfolio construction topics, such as risk analytics, manager/product selection and portfolio optimization. Utilize portfolio risk and proposal tools to create personalized proposals for specific client and prospect cases. Regularly dialogue and partner with CIO, capital markets and product partners across manager due diligence and alternative investments to ensure the team is current on market trends and product updates to appropriately reflect the firms' best thinking in UHNW portfolio recommendations.

Job Responsibilities:

• Develop relationships with UHNW focused Financial Advisors in assigned territory to educate on team’s capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst.
• Strategize with those Advisors on how to approach deepening existing UHNW client relationships in their book and how to present full suite of solutions to prospective clients. 
• Lead the portfolio construction process for new money opportunities with UHNW clients and prospects.
• Deliver investment expertise that begins with robust client discovery leading to custom asset allocation, multi asset portfolio construction and traditional and alternative investment manager selection.
• Engage advisors to deliver our enterprise-wide solutions that meet their clients’ needs.
• Partner and collaborate with enterprise Specialists to ensure full scope of the client’s wealth needs are met.
• Partner with local Merrill Market Executives to deliver value add content to advisors.

Qualifications:

• 2-5+ years of financial services experience
• Previous experience in portfolio construction, manager selection (traditional or alts), investment management or in a Wealth Management investment support/sales role supporting Financial Advisors.
• Bachelor’s degree preferred.
• Enhanced investment credentials desired (CIMA, CAIA, CPWA, CFA, etc..)
• Series 7 and 66 licenses preferred at time of hire or must be able to obtain within 120 days of start date.

Skills:

• Critical Thinking
• Oral Communications
• Portfolio Analysis
• Research Analysis
• Strategic Thinking
• Analytical Thinking
• Business Acumen
• Collaboration
• Market Analysis
• Portfolio Management
• Networking
• Wealth Planning

Shift:

Hours Per Week: