1 day old
2017-12-122018-01-11

Portfolio Analyst

Bank of America
Pennington, NJ
  • Job Code
    bankofamerica-17071637PenningtonNJ
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Company Bank of America

Job Title Portfolio Analyst

Jobid bankofamerica-17071637PenningtonNJ

Location: Pennington, NJ, 08534, USA

Description **Job Description:**



**Description** **:**



Analysts will prepare and deliver portfolio analyses to Portfolio Strategists and Financial Advisors, identifying actionable ideas to align with GWIM CIO guidance. Analysts, working with Portfolio Strategists, will develop and implement tools and processes to proactively engage with Advisors to analyze client portfolios and promote adoption of GWIM CIO asset allocation guidance in the context of goals-based investing and drive CIO Portfolio adoption through Advisor consultations, portfolio reviews and proposals.



**Responsibilities** **:**



+ Provide advice, guidance and actionable ideas that are informed by our proprietary research and revolves around portfolio construction, investment/manager selection, asset allocation and best practices for integrating thought leadership into Financial Advisors investment discipline and portfolio construction process.

+ The Portfolio Analyst will work with Portfolio Strategists, based locally in their respective territories, to support the adoption of investment strategy thought leadership, delivered by the Chief Investment Office.

+ Over time, Analysts will be responsible for maintaining and innovating new analytical models and processes to enhance the capabilities and impact of the Investment Strategist Process.

+ The Portfolio Analysts are expected to generate portfolio analyses reports, interpret and communicate results to Strategists and Financial Advisors.



**Qualifications** **:**



+ 3-5 years of experience in the financial services industry

+ 4 year degree in finance, economics or a related field

+ Currently enrolled or completed Graduate level degree is preferred

+ CFA designation holder or candidate in the CFA program is preferred

+ Experience in portfolio construction and analysis software (MorningStar Direct, Factset, ect..) is preferred

+ Programming experience in SQL, R or Python is preferred

+ Knowledge of modeling techniques, such as mean-variance optimization, performance and risk attribution

+ Knowledge of professionally managed investment products and/or wealth management business preferred

+ Strong communication, interaction and presentation skills required

+ Be flexible and adaptable

+ Self-motivated, positive attitude and high energy are a must

+ Ability to work effectively in a team environment while achieving individual goals



**Posting Date** : 10/23/2017



**Location** :

Jersey City, NJ, 101 HUDSON ST (NJ2101),

Pennington, NJ, HOPEWELL BLDG. 6, 1600 AMERICAN BLVD,

- United States



**Travel** : Yes, 5% of the time



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.



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Portfolio Analyst

Bank of America
Pennington, NJ

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Bank of America
Pennington, NJ

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