Investment Manager Specialist
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Locations: Towson
Time Type: Full time
Posted On: Posted 18 Days Ago
Job Requisition ID: 24037962
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Responsibilities:
- Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools.
- Monitors, analyzes, and reviews the current market environment and research portfolio recommendations.
- Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons.
- Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates.
- Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns.
- Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions.
Required Qualifications:
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
- SAFE Act Registration; ADV-2B Required.
- 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.
Skills:
- Causation Analysis
- Financial Management
- Investment Management
- Trading Strategy
- Trading and Investment Analysis
- Portfolio Analysis
- Portfolio Management
- Price Verification and Valuation
- Trade Monitoring
- Trading
- Client Investments Management
- Client Solutions Advisory
- Financial Analysis
- 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
Pay Transparency Details:
US - MD - Towson - 901 DULANEY VALLEY RD (MD7901) Pay range $48,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics. Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
About Us
Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.
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