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Investment Manager Selection Specialist

Merrill Wealth Management
New York, New York
Commensurate with Experience
Closing date
Jun 14, 2024

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

Job Details

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:
Provides in-depth knowledge of investment solutions in an asset class and communicates investment insights to internal partners including financial advisors. Function may include the development and oversight of other analysts.

Bank of America-Merrill Lynch is currently seeking an Equity Analyst to play a key role as part of its CIO Due Diligence team that selects third-party investment managers for client investment.  Reporting into the Head of Equities Due Diligence, the Analyst will contribute to the firm's delivery of a high-quality platform of equity investment vehicles (mutual funds, separate accounts, etc.) with a focus on domestic equities. Coverage will be mainly in large cap but may also include small/mid cap, tax-managed & direct-indexing, multi-asset portfolios, thematic, and international/global strategies.

The Analyst will conduct investment manager research to identify new ideas for the platform, as well as monitor existing strategies to ensure any emerging risks are identified and assessed.  This position involves accountability for the research opinion on covered strategies and engagement in complex investment conversations with internal and external partners.  Therefore, the candidate must aspire to a research-intensive role and demonstrate an ability to develop and articulate investment insight.

Required Qualifications:
  • 8+ years of experience in the investment industry, preferably in an analytical role related to investment manager due diligence, equity research, quantitative research, portfolio management/construction, or asset allocation
  • A demonstrated analytical track record of building and defending well-supported investment opinions
  • Candidates with investment-oriented career path interests are preferred.  Success in the role requires self-motivation to constantly question and go deeper into analytical discovery
  • A collaborative, team-based approach to engaging with peers within the team and across business lines is essential
  • An ability to also operate independently and efficiently manage time for meeting deadlines
  • Alignment with the Values and Purpose of Bank of America
  • Working knowledge of Excel, Word, Power Point
  • Series 7 and 66 licenses within 120 days of hire

Desired Qualifications:
  • MBA, MS, JD, or CFA

  • Analytical Thinking
  • Attention to Detail
  • Causation Analysis
  • Presentation Skills
  • Research
  • Critical Thinking
  • Data Governance
  • Decision Making
  • Oral Communications
  • Written Communications
  • Active Listening
  • Data Quality Management
  • External Resource Management
  • Trading and Investment Analysis
  • Vendor Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Job Band:

1st shift (United States of America)

Hours Per Week:


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