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Bank Of America ISG UHNW Portfolio Analyst 
United States, New York, New York 
912279195

11.06.2025

Job Responsibilities:

  • Develop relationships with UHNW focused Financial Advisors in assigned territory to educate on team’s capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst.
  • Strategize with those Advisors on how to approach deepening existing UHNW client relationships in their book and how to present full suite of solutions to prospective clients.
  • Lead the portfolio construction process for new money opportunities with UHNW clients and prospects.
  • Deliver investment expertise that begins with robust client discovery leading to custom asset allocation, multi asset portfolio construction and traditional and alternative investment manager selection.
  • Engage advisors to deliver our enterprise-wide solutions that meet their clients’ needs.
  • Partner and collaborate with enterprise Specialists to ensure full scope of the client’s wealth needs are met.
  • Partner with local Merrill Market Executives to deliver value add content to advisors.

Qualifications:

  • 2-5+ years of financial services 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.
  • Bachelor’s degree preferred.
  • Enhanced investment credentials desired (CIMA, CAIA, CPWA, CFA, etc..)
  • Series 7 and 66 licenses preferred at time of hire or must be able to obtain within 120 days of start date.

Skills:

  • Critical Thinking
  • Oral Communications
  • Portfolio Analysis
  • Research Analysis
  • Strategic Thinking
  • Analytical Thinking
  • Business Acumen
  • Collaboration
  • Market Analysis
  • Portfolio Management
  • Networking
  • Wealth Planning
1st shift (United States of America)