Skip to main content

This job has expired

Closely Held Asset Manager

Employer
Merrill Wealth Management
Location
Chicago, Illinois; Dallas, Texas
Salary
Commensurate with Experience
Closing date
Apr 25, 2024

View more

Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Required

Job Details

Job Description:

The Investment Solutions Group (ISG) provides investment solutions, trading capabilities, fiduciary execution, advisor and client support for all Bank of America's wealth channels including Merrill Lynch Wealth Management, BofA Private Bank and Merrill Edge. ISG serves around three and a half million clients and eighteen thousand advisors across these channels. The vision of ISG is to deliver industry leading investment offering and platforms that support wide range of client segments' needs leading to exceptional client outcomes. ISG offers a wide breath and depth across investment solutions, trading and fiduciary execution including traditional investments, alternative investments, personal retirement solutions, impact solutions.

Job Description:

Private Business Group seeks to fill a Closely Held Asset Manager/Specialty Asset Manager position, focused on the management of closely held assets held in fiduciary accounts.  This entails reviewing the performance, value and risks of such holdings.  The candidate will be working with assigned assets and be responsible for review of financial statements, perform equity analysis of value of privately held companies.   Candidate will also review the work of colleagues and assist department leadership in coaching other associates.

Job requirements
  • Candidate must have a bachelors degree in a finance related field. 
  • Must have a minimum of 5 years directly related experience.
  • Must have a strong understanding of business valuation and a demonstrated ability to review valuation work product and determine its credibility.
  • Demonstrated history in managing closely held assets with an understanding of the fiduciary and economic impacts of investment decisions. 
  • Senior accredited business valuation certification strongly preferred.  ASA or ABV designation strongly preferred.

Job Band:
H4

Shift: 
1st shift (United States of America)

Hours Per Week:
40

Company

Learn more about this company

Visit this company’s hub to learn about their values, culture, and latest jobs.

Visit employer hub

Learn more about this company

Visit this company’s hub to learn about their values, culture, and latest jobs.

Visit employer hub

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert