ISG Portfolio Analyst

Disability Solutions - New York, NY

Full-time - Mid Level

New York, NY

Administrative and Support Services

About the position

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!

Responsibilities

• Prepare and deliver portfolio analyses to Portfolio Strategists and Advisors, and assist in identifying actionable ideas to align with GWIM CIO guidance.
• Work with Portfolio Strategists to proactively identify Advisors to engage with based on relative performance, risk and asset allocation metrics.
• Broadly promote and drive adoption of GWIM CIO guidance through Advisor consultations and portfolio reviews.
• 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.

Requirements

• 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 attain Series 7 and 66 licenses within 120 days of hire

Nice-to-haves

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

Benefits

• Competitive benefits to support physical, emotional, and financial well-being