Merchant Consultant - Brooklyn Market jobs at Bank Of America in United States, New York
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97 jobs found
08.07.2025
BOA
Bank Of America Divisional Managed Investment Consultant Analyst United States, New Jersey
Advice and guidance is informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practices centered on investment advisory...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies. Understands client solutions...
Perform daily Corporate Action event capture, payment allocation and reconciliation for US, Canadian and Latam products. Ensuring elections are processed in an accurate and timely manner. Presentable, confident and LOB...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Transaction cost analysis of client trading flow, and advising clients of how they can optimize their usage of BofA’s execution platform. Internal research of BofA’s algorithmic platform, including parent order...
Advice and guidance is informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practices centered on investment advisory...
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