דרושים Market Support Analyst - Asset Services ב-Bank Of America ב-United States, New York

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions

• Recommends banking and investments strategies that align with client financial goals and needs

• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds

• Mitigates and controls risk as part of daily activities

• Identifies and engages potential new clients through referrals or financial center clientele

• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Schedule:

• Monday – Fridays and rotating Saturdays

Required Qualifications:

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.

• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Sets and accomplishes goals, achieving whatever you put your mind to.

• Builds and nurtures strong relationships.

• Collaborates effectively with others to get things done.

• Communicates effectively and confidently and is comfortable engaging all clients.

• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.

• Likes to learn, adapts to new information and seeks the right solutions for clients.

• Efficiently manages your time and capacity.

• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

• Strong computer skills with an ability to multitask in a demanding environment.

• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

• Obtained your insurance licenses.

• Bilingual Spanish Preferred

High School Diploma / GED / Secondary School or equivalent
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Reviews and approves required account documentation
• Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
• Performs moderate levels of research, follow-up and resolution of more complex routine research requests

• Account Management
• Customer and Client Focus
• Oral Communications
• Research
• Analytical Thinking
• Attention to Detail
• Collaboration
• Problem Solving
• Prioritization
• Recording/Organizing Information
• Result Orientation

• Performs an accuracy, completeness and risk assessment of documentation or client account information, identifies and resolves any discrepancies or gaps, then approves/declines the request for account opening or maintenance according to the established written guidelines and procedures.
• Researches and resolves incomplete submissions by utilizing procedures and established guidelines and engaging support partners when needed.
• Responds to internal business partner inquiries related to requests via phone and email and escalates more challenging issues to leadership as needed.
• Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding the work impacts other operational units.

Job Description:

This job is responsible for leading the planning, designing, and implementation of complex infrastructure solutions to meet deployment requirements aligned with available playbooks and technical blueprints. Key responsibilities include providing and communicating technology solutions across audiences and overseeing projects and activities related to special initiatives or operations. Job expectations include leading the resolution process for problems, adhering to defined practices and policies to obtain results, and establishing input/output processes and working parameters for systems.

Responsibilities:

• Fulfills requests from business users and operations, communicates technical status updates with appropriate teams, and oversees stability, resiliency, reliability, and the performance of multiple supported systems
• Mentors other team members and provides technical leadership
• Captures and translates business requirements into complex infrastructure and/or system design for specific implementations and collaborates with technology stakeholders, Solution Delivery Management teams, Technology Project Management teams, Solutions Engineering teams, and technical service providers for system design and deployment
• Supports change implementations, proactively identifies and resolves potential issues resulting from the changes, and performs access and/or physical provisioning/deprovisioning (additions, modifications, and deletions) for infrastructure and applications
• Provides consulting services to Core Technology Infrastructure (CTI) and technical partners, executes procedures reliably, and escalates appropriately to solve incidents quickly
• Provides release support when needed and manages engagement across audiences
• Provides full lifecycle management of the infrastructure and application environments
• Administer and support CyberArk Privileged Access Security Suite (Vault, CPM, PSM, PVWA)
• Monitor CyberArk platform health, availability, and performance, ensuring alignment with operational SLAs
• Troubleshoot and resolve credential vaulting, rotation, and integration issues
• Partner with infrastructure and application teams to enable secure access integrations
• Enforce compliance with internal security policies and external regulatory standards
• Provide Tier-2/3 support for CyberArk-related incidents and service requests
• Participate in audits, evidence gathering, and privileged access governance reporting
• Support change management, testing, and deployment of CyberArk updates and patches
• Create and maintain operational documentation, runbooks, and knowledge base articles

Required Qualifications:

• 3+ years of experience in CyberArk Privileged Access Management (PAM) administration and operations
• Strong hands-on expertise with CyberArk components (Vault, CPM, PSM, PVWA)
• Experience managing credentials across Windows, Linux/Unix, databases, middleware, and APIs
• Familiarity with identity and access management (IAM) principles and privileged access best practices
• Strong troubleshooting, problem-solving, and analytical skills
• Excellent communication and collaboration skills with cross-functional teams
• Ability to describe highly technical information in an understandable level to any audience

Desired Qualifications:

• CyberArk certifications (Defender, Sentry, Guardian)
• Experience with CyberArk Secrets Manager
• Scripting knowledge (PowerShell, Python, Bash) for automation and onboarding
• Experience with cloud platforms (AWS, Azure, GCP) and PAM integrations
• Familiarity with Active Directory, LDAP, and authentication mechanisms
• Exposure to SIEM tools (Splunk, QRadar, etc.) for monitoring privileged activity
• ITIL Foundation certification or knowledge of ITSM best practices

Skills:

• Innovative Thinking
• Production Support
• Result Orientation
• Risk Management
• Solution Design
• Adaptability
• Analytical Thinking
• Collaboration
• Influence
• Solution Delivery Process
• Architecture
• Automation
• DevOps Practices
• Project Management
• Stakeholder Management

Responsibilities for this role include:

• Assessing the control environment effectiveness of market risk measurement and valuation processes within Global Markets Risk and Global Markets, providing independent challenge to existing approaches as needed.

• Working flexibly as part of the global team on audit projects as required, including providing subject matter expert support to other teams within Corporate Audit.

• Performing thorough technical analyses and summarizing results in concise and impactful report conclusions for distribution and presentation to senior management and bank regulators.

• Proposing and executing test programs as part of day-to-day audit work.

• Developing and managing independent relationships with stakeholders across first and second lines.

• Maintaining timely and relevant knowledge and awareness of business, industry, and regulatory trends, best practices, and standards.

• Close work with a support development team to enhance and automate testing by leveraging new technologies and artificial intelligence.

Master’s degree in related field or equivalent work experience

Required Qualifications:

• Has a minimum 5-8+ years of experience in risk management, price verification, quant or trading group in a bank or other financial institution, or in audit covering those functions, or minimum 5-8+ years of alternative relevant experience.

• Has practical experience managing, performing, and/or assessing traded market price risk processes, e.g. market risk exposure measurement, management, or reporting; limit setting, monitoring, or management; regulatory capital requirement calculation; or stress testing.

• Has sustained experience effectively communicating with first-line markets trading and second-line risk management audiences/stakeholders.

• Has strong knowledge of financial instruments and financial risk management principles, including exposure to Global Markets products, both derivatives and securities; a deep understanding and knowledge of market risk measures and fair valuation; and a strong comprehension of financial modelling fundamentals.

• Understands internal audit’s role and objectives and how risk-based auditing is used to assess business process control environment effectiveness.

• Has strong presentation skills, with the ability to communicate clearly and effectively both verbally and in writing; ability to produce high quality technical documentation.

• Has the ability to problem solve; the ability to work both as a self-starting individual and as part of an integrated team; excellent attention to detail; a positive outlook and an ability to work in a fast-paced environment/multi-task under pressure; and is an intellectually curious, critical thinker.

Desired Qualifications:

• An advanced degree in a quantitative field (e.g. PhD or Master's degree in Statistics, Economics, Mathematics, Finance, Engineering, Physics, Computer Science, or related field).

• Experience in computational, engineering, or scientific research or development roles.

• Strong, hands-on programming skills using Python, R and/or C++/C#, with ability to develop code to conduct independent testing and replicate results, and/or the ability to use data analytics applications.

• Knowledge of market risk capital regulation (Basel III implementation through the US Market Risk Rule and the Capital Requirements Regulation in EU and UK jurisdictions), awareness of requirements in the Fundamental Review of the Trading Book and the wider regulatory environment (e.g., Sound Practices for Model Risk Management, SR 11-7).

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

• Monday – Fridays and rotating Saturdays

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained your insurance licenses.

High School Diploma / GED / Secondary School or equivalent
• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

Job Description:

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.

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.

Job Description:

The Financial Advisor (FA) is a licensed retail broker position that provides investment advice and recommendations to clients. Profiling activities to determine a client investor profile, financial resources objectives, time horizon and preferences. Providing advice and guidance to clients on investment and related planning strategies. Recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences. Financial Advisors may engage in some mortgage related activities, but others are not permitted unless they are dually employed by MLPF&S and the Bank of America, NA. The requirements for dual employment and the permissible and non-permissible activities are described in Mortgage and Credit Policy in the Merrill Lynch Global Wealth and Investment Branch Office Compliance Manual.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA

Responsibilities:

• Execution and recommendation of investment products, strategies and services that are suitable for clients based on their objectives, resources, time horizon, risk profile, and preferences.

• Providing advice and guidance to clients on investment and related planning strategies

• Periodic analysis, review and adjustment of client portfolios to measure progress toward goals.

• Delivery of an appropriate level of service over the lifetime of the client relationship based on the needs and level of sophistication of the client situation.

• Effective use of consultative sales and presentation skills for client development as needed.

• Staying informed of industry and firm/enterprise product trends and issues

• Completing mandated training and continuing education requirements as requested

• Partnering with Private Bank portfolio manager, other Financial Advisors, Product Specialists and other subject matter expertise personnel as needed to deliver client solutions.

• Strictly adhering to compliance and industry regulations; includes ongoing monitoring and suitability of products.

Required Skills:

• Series 7 and 66 registrations are required . Additional licenses may also be required for this position dependent upon the state(s) in which the FA does business.

• Trading experience across multiple asset classes and implementing complex investment strategies.

• Incumbents are required to complete certain continuing education requirements.

• Excellent communication skills, both written and verbal; ability to convey complex strategies to UHNW clients

• Proven relationship building and business partnering skills.

• Strong client service experience​

Desired Skills:

• Experience with manager of client investments.

• 10+ years’ experience managing a successful book of business.

• Expertise in trading equities, fixed income, derivatives, and alternative assets as well as complex trading strategies

• Strong analytical and problem-solving abilities.

• Ability to thrive in a fast-paced, high-stakes environment.

• Client-focused with a deep understanding of UHNW individuals' investment needs.

• FAs are also encouraged to continue their professional development in pursuit of acceptable external professional designations.

• Bachelor’s degree in Finance, Economics or related field; advanced degrees and/or (CFA, CFP) preferred

High School Diploma / GED / Secondary School or equivalent

Job Description:

The Gaming & Lodging team covers over 30 publicly listed companies including Sports Betting Operators, Hotels, Casinos, and REITs and has been ranked Top 3 in the annual Institutional Investor (II) poll for the 15 years, including number 1 the last 4 years.

Responsibilities

• Perform financial modeling & valuation work
• Update, analyze and compile complicated datasets in databases using Excel
• Derive key insights from data trends and analysis
• Monitor, compile, and summarize/model key industry news and developments incl. via social media
• Seek out new, unusual sources of information to augment our research capabilities/insights
• Write and update company and industry data reports and trends
• Closely follow and understand stock market, industry and company specific activity, and relay to the analyst when he/she is traveling
• Develop industry knowledge and business judgment over time

Qualifications

• Bachelor’s Degree or equivalent years of experience
• For finance candidates, minimum 9-12+ months experience in accounting, corporate finance, research, banking or consulting for finance oriented candidates
• For engineering/math STEM candidates, strong communication skills and some working knowledge of financial modeling, statements and analysis
• Strong modeling and financial analysis skills (income statement, balance sheet, and cash flow statement in Excel)
• Strong attention to detail, and understanding of MS Office for formatting charts, tables and exhibits
• Knowledge of statistics and/or data analytics/data science techniques; skills with both AI promoting, and python programming a plus
• General interest in the stock market and/or financial markets
• Must work well in a fast-paced, intense and collaborative team environment