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Bank Of America Investment Due Diligence Specialist 
United States, New York, New York 
356590916

06.09.2024


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)