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Investment Management Specialist

Company: Bank of America
Location: Islip
Posted on: February 26, 2021

Job Description:

Job Description:Job DescriptionThe Investment Management Specialist is responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas. Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client. Deliver full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable investment management tools where appropriate. Partner with internal specialists to deliver holistic investment solutions by identifying targeted investment strategies. Assist in the preparation of client performance review reports to measure progress to goals.Role Responsibilities

  • Analyze and understand Merrill and third party research
  • Monitor and respond to market and non-financial current events
  • Effectively navigate proprietary planning and investment management tools
  • Deliver investment management, including but not limited to investment proposal, CRC, etc.
  • Monitor and analyze book pricing internally for FA team
  • Convey pricing to ensure client's understanding of the value of advice and accompanying solutions
  • Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment
  • Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons
  • Research portfolio recommendations for Investment Committee review
  • Prepare materials and coordinate weekly Investment Committee meetings
  • Proactively review and manage team proprietary models to align with the Investment Committee decisions
  • Manage ML One variances/enrollments/updates/withdrawals/terminations
  • Serve as Primary/Lead Team Member for processing PIA trades in Portfolio
  • Processing of all trades (discretionary or non-discretionary)
  • Create analytical reports for FAs to review client investment portfolio performances against market returns
  • Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectivesQualifications
    • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
    • SAFE ACT Registration
    • Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission ("SEC")
    • Obtain and/or maintain at least one firm approved designation
    • Possess and demonstrate strong communication skills
    • Thorough knowledge and understanding of the suite of Wealth Management products and services
    • Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
    • Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
    • Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way *** Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.Shift:1st shift (United States of America)Hours Per Week:--40 Posted 3 Days Ago Full time 20053328 About Us At Bank of America , we're creating real, meaningful relationships with individuals, businesses and communities to help them focus on what matters most. We serve approximately 66 million consumer and small business clients , using our skills and expertise to help make their lives better. We are committed to attracting and retaining top talent around the world to ensure we continue to deliver together for our customers, clients and communities. Along with taking care of our customers, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Partnering Locally
      Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact
      Learn about the six areas that guide Bank of America's efforts to help make financial lives better for customers, clients, communities and our teammates. Diversity and Inclusion
      Each employee brings unique skills, background and opinions. We see diversity and inclusion as our platform for innovation and a key component in our success. Our Values
      Learn about our four values that represent what we believe.

Keywords: Bank of America, Stamford , Investment Management Specialist, Executive , Islip, Connecticut

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