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:
The
Elite Growth Practice (EGP) Investment Management Specialist
role is a position on the Financial Advisor Team which operates in a capacity to further develop and service the client base. They are responsible for implementing and executing the Elite Growth Practice Model (EGP) in their specific functional role. Specific accountabilities for the role may vary depending on the teams
practice.Performance
is measured through specific goals, metrics and behavior's related to the execution of the EGP model. This position is subject to SAFE Act registration requirements.
The
EGP
Investment Management Specialist
is responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management 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 reflected properly for each client. Deliver full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable investment management tools where appropriate. Partner with internal specialists to deliver holistic investment solutions by identifying targeted investment strategies. Assist in the preparation of client performance review reports to measure progress to goals.
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
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
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