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Investment Manager Specialist

3 months ago

Towson, United States Bank of America Full time

Job Title: Financial Advisors Support Specialist

Are you looking for a career that involves being part of a team that shapes the investment management philosophy for Financial Advisors around the world? Join our team at Bank of America, a company committed to Responsible Growth and diversity in the workplace.

Responsibilities:
  • Ensure alignment with Chief Investment Office (CIO) philosophy and portfolio management tools
  • Analyze market trends, review portfolio recommendations, and manage client portfolios effectively
  • Provide comprehensive investment products and services to clients, utilizing financial planning tools for holistic solutions
  • Produce analytical reports for review, assess pricing, and communicate strategies to clients
Required Qualifications:
  • Hold Series 7, 63/65 or 66 qualifications or equivalent
  • SAFE Act Registration and ADV-2B Required
  • Strong communication skills and thorough knowledge of Wealth Management products
  • Proficiency in portfolio management, investment strategies, and risk mitigation
  • Ability to make informed decisions based on investment best practices and policies
  • Skilled at identifying client needs, concerns, and providing suitable solutions
Skills:
  • Causation Analysis
  • Financial Management
  • Investment Management
  • Trading Strategy
  • Portfolio Analysis
  • Price Verification and Valuation
  • Trade Monitoring
  • Client Investments Management
  • Financial Forecasting and Modeling
  • Wealth Planning
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40