Bank of America Analyst in Schaumburg, Illinois

Job Description:

Analyst - Investments (Exempt)

  • Define investment philosophy and strategy (e.g., asset allocation, strategic vs. tactical, active vs. passive) and clearly articulate approach to investing that is implemented through a repeatable process

  • Manage client portfolio’s using a fully documented investment philosophy leveraging Wealth Management tools and review portfolios for potential rebalancing

  • Establish a clear buy/sell discipline for selecting investment products consistent with client goals and risk tolerance for initiating and selling positions

  • Implement, manage and deliver via the creation of model portfolios and engage in ongoing performance analysis of various asset classes as well as client education Have deep knowledge of the various Merrill Lynch investment platforms (e.g., MLPA, UMA, PIA, MFA) as well as the available products and solutions and relevant contacts

  • Conduct ongoing research on markets and investments and follow disciplined process to monitor and respond to external events

Requirements:

  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses

  • All state licenses in support of FA or FA Team’s client base

  • All product licenses in support of FA or FA Team’s client base

  • Maintain at least one firm approved designation

  • Safe Act Registered

Posting Date : 03/20/2018

Location :

Schaumburg, IL, 10 N MARTINGALE RD (IL9010),

  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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