Bank Of America Team Leader - R 

India, Haryana, Gurugram District 

852709790

Responsibilities*

• The candidate would be supporting various Line of Businesses within Investment Solutions Group (ISG), Bank of America Private Bank and Chief Investment Office (CIO) which varies from but are not limited to PMs (Portfolio Managers), PMAs (Portfolio Manager Assistants), Investment Strategists and Investment Supervision Managers/Executives
• The candidate would be expected to provide support in areas related to CIO Portfolios and Due Diligence, Thought Leadership, Investment Products, AI Content Management, SAM Client Reporting, MAA Analytics, Periodic Portfolio Performance Reporting, Investment Proposals & Portfolio Analytics, Investment Oversight and Reporting, Institutional Strategists Support and among other similar activities.
• The candidate would be required to work on portfolio administration work that spans across Client Presentations, Portfolio Performance, Wealth Planner Reports and Proposals, Manager Blends and Manager Comparisons; and Overlap Analysis among other similar activities
• The candidate would also be expected to produce adhoc reports as well as perform research based activities across equities and fixed income on a need basis. Working familiarity with tools like Bloomberg, Factset and Morningstar would be an advantage
• Other responsibilities would involve need based interaction with our onshore business partners – PMs / PMAs, Investment Strategists, Performance Analysts or Line of Business.
• Ensure to adhere to predefined parameters in terms of quality and timeliness of work and exceed
• Expected to actively participate in key process improvement/operational initiatives

Requirements:

Graduate / Postgraduate / MBA / ICFP / CFA

Certifications If Any

Experience Range*

Over 5 Years of experience in Portfolio Management or Wealth Advisory Services

Foundational skills*

• Knowledge of Wealth & Portfolio Management
• Good verbal and written communication skills

Desired skills

• Should possess a sound understanding of Capital Markets and Investment Management.
• Knowledge of VBA, Macros, Sharepoint and Database Management
• Conversant with Data tools like Bloomberg, Factset, Morningstar

Work Timings*

13:30 / 14:30 To 22:30 / 23:30