Investment Strategy & Portfolio Specialist

Bank of America; Pasadena (CA); On-site; USD 55,000 - 96,000; Full time

Job summary

Bank of America’s Merrill Wealth Management in Pasadena seeks a skilled analyst to support Financial Advisors with portfolio analysis and investment management, delivering holistic solutions. You will monitor markets, build analytic reports, and help manage client portfolios in line with goals and risk tolerance.

A strong understanding of wealth products and certifications is expected. This role involves SAFÉ Act compliance and in-office collaboration, with opportunities for growth within a

Qualifications

• High school diploma or equivalent required; advanced degrees or certifications welcome.
• Licenses: Series 7 and 66 or Series 7/63/65 with state registrations.
• Knowledge of Wealth Management products and regulatory requirements (SAFE Act, ADV).</n>

Responsibilities

• Maintain CIO philosophy, planning tools, and investment management processes.
• Monitor market conditions, analyze portfolio recommendations, and review allocations.
• Manage client portfolios to align with goals, risk tolerance, and timelines.
• Create analytical reports comparing performance to market benchmarks.
• Explain pricing and value of advice to clients and tailor solutions.

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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America’s Merrill Wealth Management in Pasadena seeks a skilled analyst to support Financial Advisors with portfolio analysis and investment management, delivering holistic solutions. You will monitor markets, build analytic reports, and help manage client portfolios in line with goals and risk tolerance.

A strong understanding of wealth products and certifications is expected. This role involves SAFÉ Act compliance and in-office collaboration, with opportunities for growth within a