Expoint – all jobs in one place
The point where experts and best companies meet

Technology Specialist jobs in United States, Illinois, Chicago

Unlock your potential in the high tech industry with Expoint. Search for job opportunities as a Technology Specialist in United States, Illinois, Chicago and join the network of leading companies. Start your journey today and find your dream job as a Technology Specialist with Expoint.
Company
Job type
Job categories
Job title (1)
United States
Illinois
Chicago
245 jobs found
08.12.2025
BOA

Bank Of America Investment Management Specialist United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools. Monitors, analyzes, and reviews the current market environment and research portfolio recommendations. Monitors and...
Description:

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.


This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

  • Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools

  • Monitors, analyzes, and reviews the current market environment and research portfolio recommendations

  • Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons

  • Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates

  • Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns

  • Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions

Role Responsibilities

  • Analyze and understand Merrill and third party research

  • Monitor and respond to market and non-financial current events

  • Effectively navigate proprietary planning and investment management tools

  • Deliver investment management tools, including but not limited to investment proposal, CRC ,etc.

  • Monitor and analyze book pricing internally for FA team

  • Convey pricing to ensure client's understanding of the value of advice and accompanying solutions

  • Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment

  • Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons

  • Research portfolio recommendations for Investment Committee review

  • Prepare materials and coordinate weekly Investment Committee meetings

  • Proactively review and manage team proprietary models to align with the Investment Committee decisions

  • Manage ML One variances/enrollments/updates/withdrawals/terminations

  • Serve as Primary/Lead Team Member for processing PIA trades in Portfolio

  • Processing of all trades (discretionary or non-discretionary)

  • Create analytical reports for FAs to review client investment portfolio performances against market returns

  • Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives

Role Requirements

  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration

  • Individuals in this role are required to maintain a Form

  • ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)

  • Obtain and/or maintain at least one firm approved designation

  • Possess and demonstrate strong communication skills

  • Thorough knowledge and understanding of the suite of Wealth Management products and services

  • Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk

  • Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures

  • Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way

​​Skills:

  • Causation Analysis

  • Financial Management

  • Investment Management

  • Trading Strategy

  • Trading and Investment Analysis

  • Portfolio Analysis

  • Portfolio Management

  • Price Verification and Valuation

  • Trade Monitoring

  • Trading

  • Client Investments Management

  • Client Solutions Advisory

  • Financial Analysis

  • Financial Forecasting and Modeling

  • Wealth Planning

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

Show more
08.12.2025
EY

EY FY26 - FSO Assurance Technology Risk Manager Chicago/Atlanta United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Providing guidance and knowledge, participating in performing procedures focusing on complex, judgmental, and/or specialized issues. Working with the team/client to create plans for accomplishing engagement objectives. Making sure the strategy...
Description:

You will help our clients evaluate and enhance their business. You will be part of our account centric growth strategy focusing on issue-based and competency-driven client needs. That's what differentiates EY in the consulting marketplace.

Your key responsibilities

Everything you will be involved in comes down to providing excellent customer service and helping ensure your teams do the same. Whether it is; managing multiple client teams, leading IT internal audit engagements, external audit integration, or SOC reporting as well as assisting with business development activities across financial services’ sectors, you will build strong relations ships and become a trusted advisor to your clients.

Skills and attributes for success

  • Providing guidance and knowledge, participating in performing procedures focusing on complex, judgmental, and/or specialized issues
  • Working with the team/client to create plans for accomplishing engagement objectives. Making sure the strategy complies with professional standards and addresses the inherent risks
  • Briefing the team on the client’s IT environment and industry IT trends
  • Maintaining relationships with client management, managing expectations around work products, timing, and deliverables billing
  • Demonstrating a thorough understanding of complex information systems and the client’s business/industry
  • Demonstrating excellent project management skills, inspiring teamwork and responsibility with team members. Using current technology/tools to enhance the effectiveness of deliverables and services

To qualify for the role you must have

  • A bachelor’s degree and at least 6 years of related work experience; or a graduate degree and approximately 4 years of related work experience
  • A degree in business, accounting, finance, computer science, information systems or a related discipline
  • Approximately 6 years of experience working as an IT auditor or IT risk advisor for a public accounting firm, professional services firm or financial services company, or comparable experience as an advisor to a financial services company
  • Solid experience leading IT internal audit, external audit, service organization control reporting and/or IT internal controls engagements and assisting with business development activities within financial services
  • Experience with internal audit risk assessments, SOX/internal controls, Service Organization Control (SOC) reporting, tools and enablers in the financial services sector
  • Strong project management skills
  • Advanced written and verbal communication skills and presentation skills
  • Excellent leadership, teamwork and client service skills.
  • Willingness to travel to meet client obligations

Ideally, you’ll also have

  • CA, CGEIT, CIA, CISA, CISM, CISSP, CMA, CPA and CRISC certification is desired; non-certified hires are required to become certified within 1 year from the date of hire. Based on an individual’s professional background, area of specialization or industry focus, we recognize that other certifications, credentials or experience may be more relevant than the listed certifications and therefore may be acceptable substitutes with written consent of EY's Americas IT Risk & Assurance leadership

What we look for

We’re interested in leaders with a genuine creative vision and the confidence to make it happen. You can expect plenty of autonomy in this role, so you’ll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you’re serious about auditing and ready to take on some of our clients’ most complex issues, this role is for you.

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $111,600 to $204,700. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $134,000 to $232,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


Show more

These jobs might be a good fit

08.12.2025
EY

EY Tax Technology Transformation - Finance Senior United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
As a Senior in FT, you will play a critical role in leading and delivering innovative business processes and solutions. You will work individually and lead teams to create strategic...
Description:

Tax - Tax Technology and Transformation – Finance Transformation - Senior

Join our dynamic team as a Senior and be at the forefront of finance and tax thought leadership and innovation. In this role, you will co-create strategies that empower client leaders to drive long-term business value and achieve success in their tax functions. Your expertise will be pivotal in designing future-proof operating models that meet rigorous reporting, regulatory, and control standards, all while leveraging cutting-edge technologies. You will craft compelling cases for change, encompassing both financial and non-financial factors, and lead the execution of comprehensive finance and tax transformation programs.

Your key responsibilities

As a Senior in FT, you will play a critical role in leading and delivering innovative business processes and solutions. You will work individually and lead teams to create strategic solutions to navigate through complex challenges and learning opportunities. Your responsibilities will include:

  • As a Senior in FT, you will play a critical role in leading and delivering innovative business processes and solutions. You will work individually and lead teams to create strategic solutions to navigate through complex challenges and learning opportunities. Your responsibilities will include:
    • Prepare business proposals and presentations
    • Conduct qualitative and quantitative data analysis
    • Participate in client workshops to identify opportunities for improvement
    • Understand client issues and design and implement transformative solutions
    • Deliver high-quality work products within expected timeframes and on budget
    • Take ownership of assigned tasks and monitor them until completion
    • Provide support to client representatives as needed
  • Collaborate with cross-functional teams to design and execute transformation initiatives that align with clients' business objectives
  • Build and maintain strong relationships with clients, acting as a trusted advisor on finance and tax matters
  • Demonstrate knowledge in the areas of finance and tax operations and processes, finance and tax operating models, shared service centers, and finance and tax technologies

Skills and attributes for success

To qualify for the role, you must have

  • A Bachelor’s degree in Accounting, Tax, Business Administration, Finance, Computer Science, Information Systems or Engineering, or a related field and 3 years of related work experience
  • Advanced certification required to be promoted to Manager; US Certified Public Accountant (CPA), Enrolled Agent (EA), PMP, Six Sigma Green or Black belt preferred
  • Experience with multidisciplinary projects that impact tax, including ERP implementations, tax co-sourcing engagements, and/or finance transformations
  • Experience in project management, preparing and delivering reports, and managing program budget and timelines effectively
  • A natural aptitude for learning, problem solving and an entrepreneurial approach to work
  • Broad exposure to federal income taxation, statutory reporting, payroll or other related finance activities
  • Strong analytical skills, interpersonal, and written/verbal communication skills; problem-solving ability and attention to detail
  • Excellent English language communication skills
  • Strong organizational and time management skills
  • Demonstrated ability to capture and synthesize business requirements
  • Flexibility and willingness to travel as well as work in excess of standard hours when necessary
  • Strong written and verbal communication skills, especially the ability to break down complex topics into digestible and relevant points for a diverse set of clients and colleagues, at all levels
  • Ability to identify process efficiency opportunities to help clients realize significant performance improvements quickly, while challenging and inspiring both coworkers and clients in thinking about diverse situations in new and transformative ways
  • Develop your knowledge and experience to provide innovative insights for clients issues and contribute to thought leadership. You'll actively contribute to improving operational efficiency on projects and internal initiatives
  • Effectively manage and motivate client engagement teams with diverse skills and backgrounds. Foster an innovative and inclusive team-oriented work environment
  • Foster relationships with client personnel at appropriate levels. Consistently deliver quality client services
  • Drive high-quality work products within expected timeframes and on budget. Monitor progress, manage risk and ensure key stakeholders are kept informed about progress and expected outcomes

Ideally, you will also have

  • Ability to contribute to business development by working to develop proposals and participate in oral presentations; provide high-quality services/work products; build relationships with clients understanding their unique needs to provide a tailored service
  • Demonstrate in-depth technical capabilities and professional knowledge

What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .

  • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,500 to $187,900. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $122,900 to $213,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
  • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
  • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


Show more

These jobs might be a good fit

08.12.2025
EY

EY Assurance - Technology Risk Manager Multiple Positions United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful...
Description:

Assurance, Technology Risk (Manager) (Multiple Positions) (1650357), Ernst & Young U.S. LLP, Chicago, IL.

Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.

MINIMUM REQUIREMENTS:

Must have a Bachelor’s degree in Business, Management, Engineering, Mathematics, Accounting, Finance, International Relations or a related field and 5 years of progressive, post-baccalaureate related experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm, or within industry.

Alternatively, will accept a Master’s degree in Business, Management, Engineering, Mathematics, Accounting, Finance, International Relations or a related field and 4 years of related experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm, or within industry.

Must have 3 years of work experience applying relevant IT audit skills in audit engagements as a Financial Audit IT integration leader on own engagement.

Must have 3 years of experience in a supervisory/managerial capacity focused on financial audit IT in public company audits.

Must have 3 years of experience supervising audit professionals performing the IT portion of the audit (IT general controls, ERP, application knowledge, system implementation, audit knowledge, and similar).

Must have 3 years of experience supervising the integration with the financial audit team on application controls, IPE, and IT dependent manual controls.

Must be eligible to obtain CPA, CA, CISA, CIPP, CGEIT, CIA, CISSP, CISM, CIPT, CRISC, CMA and/or relevant certification within one year of hire.

Employer will accept any suitable combination of education, training or experience.

What we offer

We offer a comprehensive compensation and benefits package where you’ll be rewarded based on yourperformance and recognized for the value you bring to the business. The base salary for this job is $150,510.00 per year. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.


This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".

Show more

These jobs might be a good fit

08.12.2025
EY

EY Data Protection Privacy Senior Associate - Technology Review... United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Participate in scoping sessions to determine if there are eligible SRED projects or expenditures. Prepare qualifying expenditure summaries. Assist with the preparation of the tax submission. Work with systems and...
Description:

Position description:

This is an ideal opportunity for someone with an accounting degree and a few years of relevant work experience who wants to continue their career working with new technologies, innovative companies and gain more exposure to the business and financial side of an organization. If you are inquisitive and expressive, you will find this position both stimulating and rewarding.

As a BTI Finance specialist, you will:

  • Participate in scoping sessions to determine if there are eligible SRED projects or expenditures
  • Prepare qualifying expenditure summaries
  • Assist with the preparation of the tax submission
  • Work with systems and tools related to SRED and tax incentives
  • Review expenditures on major capital projects
  • Assist and lead reviews with the Canada Revenue Agency
  • Manage client expectations and meet client deliverables within strict deadlines
  • Work as part of a cross-functional national team

Qualifications:

  • A degree or diploma in Accounting or related discipline
  • Two or more years’ experience in accounting or tax; knowledge of the SRED program is an asset
  • Strong skills in Excel, SharePoint and familiarity with tax preparation software
  • Excellent interpersonal and communication skills; the ability to interview and effectively probe for information
  • The ability to think quickly and creatively to determine innovate solutions for client problems
  • Proven ability to work well under pressure and meet strict deadlines
  • Previous experience in a professional services firm in a tax or audit capacity is an asset

What we offer

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package allows you to decide which benefits are right for you and which ones help you create a solid foundation for your future. Our Total Rewards package includes a comprehensive medical, prescription drug and dental coverage, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • Support, coaching and feedback from some of the most engaging colleagues around
  • Opportunities to develop new skills and progress your career
  • The freedom and flexibility to handle your role in a way that’s right for you

The salary range for this job in British Columbia for a Tax Staff is $50,000 to $79,000 and for a Senior Tax Staff is $65,500 to $108,000. Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and work location city.

Show more

These jobs might be a good fit

08.12.2025
PA

Palo Alto Cortex Cloud Sales Specialist United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Join the fastest growing team where experience meets cutting-edge solutions. Build and cultivate strong customer relationships, driving business growth within the region. Partner with the core sales team to align...
Description:

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

  • Join the fastest growing team where experience meets cutting-edge solutions

  • Build and cultivate strong customer relationships, driving business growth within the region.

  • Partner with the core sales team to align customer strategies and engagements with Cortex and Cloud business objectives.

  • Take full ownership of leading strategic sales campaigns, sales forecasting, utilizing in-depth knowledge of sales cycles from initial contact through procurement.

  • Engage in deep technical discussions beyond standard sales presentations and pitches; while translating complex technical cybersecurity solutions into clear business value propositions for customers.

  • Collaborate closely with cross-functional teams, including sales engineers, to provide tailored customer-centric solutions.

  • Partner with Alliances to develop joint strategies, enhance customer engagement and deliver innovative solutions for existing and prospective clients.

  • Travel domestically as needed to meet with customers and attend key business events.

Your Experience

  • 3+ years of field sales experience focusing on key customer accounts and delivering value to Enterprise or Major-level accounts in the cybersecurity industry.

  • Extensive platform selling experience in complex sales with multiple buying centers.

  • Experience selling SIEM, EDR, XDR, SOC and SOAR solutions is highly preferred.

  • Established trusted relationships with CIOs and CISOs with the ability to influence and drive strategic conversations

  • Expertise in applying complex solution sales methodologies to drive results.

  • Experience working with channel partners and a deep understanding of a channel-centric go-to-market strategy.

  • Demonstrated ability to thrive in a fast-paced, high-growth startup environment while collaborating effectively with sales engineers and cross-functional teams.

  • Experience operating in a continuous adoption, expansion, and upsell sales motion within a matrixed sales organization is preferred

  • Willingness to travel domestically as necessary to meet business needs.

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $212800 - $292600/yrThe offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.


This role may require travel to and from Palo Alto Networks, Inc. business meetings and events and requires reliable transportation to do so. If a hire chooses to drive in connection with company business, the hire for this role must maintain a valid driver’s license.

Show more

These jobs might be a good fit

08.12.2025
EY

EY Assurance - Technology Risk Senior Multiple Positions United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
: You’ll develop the mindset and skills to navigate whatever comes next. : We’ll provide the tools and flexibility, so you can make a meaningful impact, your way. : We’ll...
Description:

Assurance - Technology Risk (Senior) (Multiple Positions) (1658380), Ernst & Young U.S. LLP, Chicago, IL.

Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.

MINIMUM REQUIREMENTS:

Must have a Bachelor’s degree in Business, Management, Engineering, Mathematics, Accounting, Finance, International Relations or a related field and 2 years of related experience working as an IT auditor or IT risk adviser for a public accounting firm, a professional services firm, or within industry.

Of the required experience, must have 1 year of experience in a supervisory capacity focused on financial audit IT in public company audits.Must have 1 year of experience supervising audit professionals performing the IT portion of the audit (IT general controls, ERP, application knowledge, system implementation, audit knowledge, and similar).

Employer will accept any suitable combination of education, training or experience.

What we offer

We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary for this job is $91,957.00 per year. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.


•: You’ll develop the mindset and skills to navigate whatever comes next.
•: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
•: We’ll give you the insights, coaching and confidence to be the leader the world needs.
•: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.


This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools. Monitors, analyzes, and reviews the current market environment and research portfolio recommendations. Monitors and...
Description:

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.


This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

  • Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools

  • Monitors, analyzes, and reviews the current market environment and research portfolio recommendations

  • Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons

  • Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates

  • Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns

  • Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions

Role Responsibilities

  • Analyze and understand Merrill and third party research

  • Monitor and respond to market and non-financial current events

  • Effectively navigate proprietary planning and investment management tools

  • Deliver investment management tools, including but not limited to investment proposal, CRC ,etc.

  • Monitor and analyze book pricing internally for FA team

  • Convey pricing to ensure client's understanding of the value of advice and accompanying solutions

  • Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment

  • Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons

  • Research portfolio recommendations for Investment Committee review

  • Prepare materials and coordinate weekly Investment Committee meetings

  • Proactively review and manage team proprietary models to align with the Investment Committee decisions

  • Manage ML One variances/enrollments/updates/withdrawals/terminations

  • Serve as Primary/Lead Team Member for processing PIA trades in Portfolio

  • Processing of all trades (discretionary or non-discretionary)

  • Create analytical reports for FAs to review client investment portfolio performances against market returns

  • Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives

Role Requirements

  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration

  • Individuals in this role are required to maintain a Form

  • ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)

  • Obtain and/or maintain at least one firm approved designation

  • Possess and demonstrate strong communication skills

  • Thorough knowledge and understanding of the suite of Wealth Management products and services

  • Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk

  • Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures

  • Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way

​​Skills:

  • Causation Analysis

  • Financial Management

  • Investment Management

  • Trading Strategy

  • Trading and Investment Analysis

  • Portfolio Analysis

  • Portfolio Management

  • Price Verification and Valuation

  • Trade Monitoring

  • Trading

  • Client Investments Management

  • Client Solutions Advisory

  • Financial Analysis

  • Financial Forecasting and Modeling

  • Wealth Planning

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

Show more
Find your next career move in the high tech industry with Expoint. Our platform offers a wide range of Technology Specialist job opportunities in the United States, Illinois, Chicago area, giving you access to the best companies in the field. Whether you're looking for a new challenge or a change of scenery, Expoint makes it easy to find your perfect job match. With our easy-to-use search engine, you can quickly find job opportunities in your desired location and connect with top companies. Sign up today and take the next step in your high tech career with Expoint.