Bank Of America ISG Portfolio Analyst 

United States, New York, New York 

268735732

Job Responsibilities:

• Support Senior UHNW Portfolio Strategist client/prospect cases through subject matter expertise that marries goals based investing , CIO SAA guidance and ISG product knowledge.
• Be expert in portfolio construction topics, such as risk analytics, manager/product selection and portfolio optimization.
• Utilize portfolio risk and proposal tools to create personalized proposals for specific client and prospect cases.
• Regularly dialogue and partner with CIO, capital markets and product partners across manager due diligence and alternative investments to ensure the team is current on market trends and product updates to appropriately reflect the firms' best thinking in UHNW portfolio recommendations.

Required Qualifications:

• 2-5+ years of general financial industry experience
• Previous experience in portfolio construction, manager selection (traditional or alts), investment management or in a Wealth Management investment support/sales role supporting Financial Advisors
• Must hold or attainSeries 7 and 66 licenses within 120 days of hire

Desired Qualifications:

• Enhanced investment credentials (CIMA, CAIA, CPWA, CFA, etc..)

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Relationship Building
• Collaboration
• Presentation Skills
• Prospecting
• Referral Management
• Wealth Planning
• Referral Identification

Bachelor's degree in related field

1st shift (United States of America)