Conducts primary manager due diligence; both initial and ongoing on mutual fund and separate account vehicles. Primary responsibility includes maintaining the integrity of Domestic Equity, Fixed Income or International Equity investment manager rosters.
Required Qualifications:
- 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.
- Must have a 7 and 66 or achieve the licenses within 120 days of hire
- A demonstrated analytical track record of building and defending well-supported investment opinions.
- A collaborative, team-based approach to engaging with peers within the team and across business lines.
- 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
Desired Qualifications:
- Investment-oriented career path interests
- MBA, MS, JD, or CFA
Skills:
- Analytical Thinking
- Attention to Detail
- Causation Analysis
- Presentation Skills
- Research
- Critical Thinking
- Oral Communications
- Written Communications
- Active Listening
- Data Quality Management
- Trading and Investment Analysis
High School Diploma/ GED/ Secondary School or equivalent
1st shift (United States of America)