Investment Management Specialist

Bank of America; Washington (District of Columbia); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Investment Management Specialist to join their dynamic team in Washington, DC. This role involves providing specialized support to Financial Advisors, focusing on portfolio analysis and client service. The ideal candidate will possess strong analytical skills and a deep understanding of investment management best practices. With a commitment to diversity and an in-office culture, this company empowers its employees to thrive in a collaborative environment. If you are passionate about wealth management and client solutions, this opportunity is perfect for you.

Qualifications

• Strong communication skills and analytical abilities are essential.
• Knowledge of Wealth Management products and investment strategies is crucial.

Responsibilities

• Provide operational support and quality client service.
• Leverage specialists to deliver holistic investment solutions.

Skills

Causation Analysis

Financial Management

Investment Management

Trading Strategy

Trading and Investment Analysis

Portfolio Analysis

Portfolio Management

Price Verification and Valuation

Trade Monitoring

Client Investments Management

Client Solutions Advisory

Financial Analysis

Financial Forecasting and Modeling

Wealth Planning

Education

High School Diploma / GED / Secondary School

Job description

Investment Management Specialist

Washington, District of Columbia

**Job Description:**

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

**Job Description:**

This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

**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

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

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notic...) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.