Job Description:
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.
Desired Skills:
- 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.
- Familiarity with the ETF and index fund marketplace.
Broad financial market experience across multiple asset classes (e.g. equity, fixed-income, commodity, etc.) strategies. - A demonstrated analytical track record of building and defending well-supported investment opinions.
- Communication skills: outstanding written, oral, and presentation skills.
- 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, Bloomberg
- Bachelor's degree or equivalent experience required
- MBA, MS, JD, or CFA preferred
- Must have a 7 and 66 (or 63and 65) licenses or ability to obtain within 120 days
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
1st shift (United States of America)