Job Description:
Job Description:
Primary responsibility includes:
* maintaining the integrity of Domestic Equity, Fixed Income or International Equity investment manager rosters.
* quantitative and qualitative analysis of investment management firms, investment portfolios, relevant market indices and peer groups
* research global equities markets
* support financial advisors and Specialist teams with investment solution and asset class insights
* engage with internal partners to inform them of key issues related to investment management firms and investment solutions
* create/write investment notes to Financial Advisors and Clients
* engage with third-party investment managers including portfolio managers, equity analysts, relationship/marketing team
• 2-5+ years of experience in the investment industry, preferably in an analytical role related to investment manager due diligence, equity research, quantitative research, portfolio management/construction, or asset allocation.
• A demonstrated analytical track record of building and defending well-supported investment opinions.
• Candidates with investment-oriented career path interests are preferred. Success in the role requires self-motivation to constantly question and go deeper into analytical discovery.
• A collaborative, team-based approach to engaging with peers within the team and across business lines is essential.
• An ability to also operate independently and efficiently manage time for meeting deadlines.
• Alignment with the Values and Purpose of Bank of America.
• Working knowledge of Excel, Word, Power Point
• MBA, MS, JD, or CFA preferred
Must have a 7 and 66 or achieve the licenses within 120 days
משרות נוספות שיכולות לעניין אותך