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ISG Portfolio Analyst

Key Information:

• Job Category: Portfolio Analysis
• Business Unit: Investment Solutions Group (ISG) / Bank of America Private Bank
• Location: New York, NY, United States
• Type: Full-Time

About Bank of America

At Bank of America, our mission is to make financial lives better through the power of every connection. We achieve this through Responsible Growth, a guiding principle that ensures we deliver for our clients, teammates, communities, and shareholders every day. We are committed to being a great place to work by fostering a diverse and inclusive workplace. We hire individuals with diverse backgrounds and invest heavily in our teammates and their families by offering competitive benefits that support their physical, emotional, and financial well-being. Flexibility is key to our work environment, and we tailor our approach to meet the needs of various roles within our organization. By joining Bank of America, you’ll have opportunities to learn, grow, and make a meaningful impact.

About the Role: ISG Portfolio Analyst

Program Overview:

The ISG Portfolio Analyst is a key role within the Investment Solutions Group (ISG), responsible for supporting Portfolio Strategists and Advisors by preparing and delivering comprehensive portfolio analyses. The role involves identifying actionable investment ideas that align with Global Wealth & Investment Management (GWIM) Chief Investment Office (CIO) guidance and working proactively with Portfolio Strategists to engage Advisors based on performance, risk, and asset allocation metrics. The analyst will also play a crucial role in promoting and driving the adoption of GWIM CIO guidance through Advisor consultations and portfolio reviews.

Your Role

As an ISG Portfolio Analyst, you will:

• Portfolio Analysis: Prepare and deliver detailed portfolio analyses to Portfolio Strategists and Advisors, ensuring alignment with GWIM CIO guidance and identifying actionable investment ideas.
• Advisor Engagement: Collaborate with Portfolio Strategists to proactively identify and engage Advisors based on relative performance, risk, and asset allocation metrics, driving the adoption of CIO guidance.
• Expertise in Portfolio Construction: Develop deep expertise in portfolio construction topics, including risk analytics, manager/product selection, and portfolio optimization.
• Personalized Proposals: Utilize portfolio risk and proposal tools to create tailored proposals for specific client and prospect cases, enhancing the client experience.
• Collaboration with Market Experts: Regularly collaborate with CIO, capital markets, and product partners across manager due diligence and alternative investments to stay informed on market trends and product updates, ensuring UHNW portfolio recommendations reflect the firm's best thinking.

What You Will Gain

As an ISG Portfolio Analyst, you will:

• Portfolio Management Expertise: Gain in-depth knowledge of portfolio construction, risk analytics, and investment management, enabling you to provide valuable insights to Advisors and clients.
• Client Engagement: Work closely with Portfolio Strategists and Advisors to deliver personalized investment solutions, contributing to client satisfaction and portfolio performance.
• Collaboration and Networking: Build strong relationships with internal teams, including CIO, capital markets, and product partners, enhancing your ability to deliver comprehensive investment solutions.
• Professional Development: Develop your skills in portfolio analysis, wealth planning, and investment management, contributing to your professional growth and career advancement.

Required Qualifications

• Experience: 2-5+ years of general financial industry experience, with previous experience in portfolio construction, manager selection (traditional or alternatives), investment management, or wealth management support/sales roles.
• Licensing: Must hold or attain Series 7 and 66 licenses within 120 days of hire.

Desired Qualifications

• Investment Credentials: Enhanced investment credentials such as CIMA, CAIA, CPWA, or CFA are preferred.
• Education: Bachelor’s degree in a related field.

Skills

• Client Management: Ability to manage and engage with clients effectively.
• Client Solutions Advisory: Expertise in providing tailored investment solutions that align with client goals.
• Customer and Client Focus: Commitment to delivering exceptional client service.
• Pipeline Management: Experience in managing and tracking investment opportunities.
• Relationship Building: Strong collaboration skills with the ability to build and maintain relationships with internal and external partners.
• Presentation Skills: Ability to present complex investment strategies and portfolio analyses clearly and effectively.
• Wealth Planning: Knowledge of wealth planning strategies and the ability to integrate them into portfolio recommendations.