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    Investment Management Specialist - California, United States - Bank of America

    Bank of America
    Bank of America California, United States

    3 weeks ago

    Bank of America background
    Description

    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 Description:


    This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities.

    Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise.

    Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This position is subject to SAFE Act registration requirements.

    Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.

    Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process.

    Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

    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

    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

    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

    Shift:
    1st shift (United States of America)


    Hours Per Week:
    40
    #J-18808-Ljbffr
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