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Investment Management Specialist - Leawood, United States - Bank of America
Description
Investment Management Specialist
Leawood, Kansas
**Job Description:**
The Investment ManagementSpecialistis responsible for supporting the Financial Advisor(s) and/or AdvisorTeam(s)overallinvestmentmanagement 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 reflectedproperlyfor each client. Deliver full range of investment products andservicesacross the enterprise ensuringalignmentto client goals and strategies while leveraging specialists and applicable investment managementtoolswhere appropriate. Partner withinternalspecialists todeliverholistic investment solutions by identifying targeted investment strategies. Assist in the preparation ofclient performance review reportsto measureprogressto goals.
**Role Responsibilities**
Analyze and understand Merrill and third partyresearch
Monitor and respond to market and non-financial currentevents
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 adviceandaccompanyingsolutions
Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current marketenvironment
Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and timehorizons
Research portfolio recommendations for Investment Committeereview
Prepare materials and coordinate weekly InvestmentCommitteemeetings
Proactively review and manage team proprietary models to align with the InvestmentCommitteedecisions
Manage ML Onevariances/enrollments/updates/withdrawals/terminations
Serveas Primary/LeadTeamMember forprocessing PIA trades in Portfolio
Processing of all trades (discretionary ornon-discretionary)
Create analytical reports forFAstoreviewclient investment portfolio performancesagainstmarketreturns
Propose client recommendations/changes based on client goals, risk tolerance, timehorizonandobjectives
**Qualifications**
Series7, 63/65 or 66 or equivalent; mustobtainall state registrations in support of Financial Advisor(s) and AdvisorTeam(s) If Series7, 63/65 or 66 or equivalentare not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
SAFEACT Registration; ADV-2BRequired
Obtain and/or maintain at least one firm approved designation
Possessand demonstrate strong communicationskills
Thorough knowledge and understanding of thesuiteof Wealth Management products andservices
Stronganalytical andportfoliomanagement skills with the ability to identify trends and implementinvestmentstrategies to increase growth andmitigate risk
Ability to make sound decisions by having a deep understanding of investment managementbestpractices andpolicies/procedures
Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in asuitableandcontrolledway
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "EEO is the Law" poster, CLICK HERE ) .
To view the "EEO is the Law" Supplement, CLICK HERE ) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .
