Due Diligence Analyst/Specialist
New York, New York;Dallas, Texas
**Job Description:**
The Investment Due Diligence Analyst will be working on a team that analyzes investments for the Office of the CIO on the ETF team.
The team covers US-listed and Offshore ETFs, US Index Funds, and works with other teams in the Office of the CIO on other asset classes and investment products.
Responsibilities include:
Maintaining and managing the teams coverage universe. This includes insuring that our coverage and supporting documentation is accurately reflected in our research management system database.
Meeting with investment managers to assess investment strategies, establish relationships, keep pace with industry trends, and establish/maintain coverage of their products.
Be a subject-matter expert on ETFs and Index Funds both within the Office of the CIO and in the broader industry.
Communicating effectively. The investment opinions that we formulate must be presented to internal stake holders and, ultimately, to the financial advisors and private bank relationship managers who serve our companys clients.
The Investment Due Diligence Analyst will be working on a team that analyzes investments for the Office of the CIO on the ETF team.
The team covers US-listed and Offshore ETFs, US Index Funds, and works with other teams in the Office of the CIO on other asset classes and investment products.
Responsibilities include:
Maintaining and managing the teams coverage universe. This includes insuring that our coverage and supporting documentation is accurately reflected in our research management system database.
Meeting with investment managers to assess investment strategies, establish relationships, keep pace with industry trends, and establish/maintain coverage of their products.
Be a subject-matter expert on ETFs and Index Funds both within the Office of the CIO and in the broader industry.
Communicating effectively. The investment opinions that we formulate must be presented to internal stake holders and, ultimately, to the financial advisors and private bank relationship managers who serve our companys clients.
Presenting our thought leadership to wider audiences both externally and internally (e.g. internal calls, industry events).
Partnering with internal stakeholders on initiatives.
The expectation is that a successful analyst would transition to their own coverage over time.
Qualifications:
5 years + industry experience.
7& 63 or 120 days to obtain
Excellent analytical ability and comfort with quantitative tools.
Familiarity with the ETF and index fund marketplace.
Broad financial market experience across multiple asset classes (e.g. equity, fixed-income, commodity, etc.) strategies.
Communication skills: outstanding written, oral, and presentation skills.
Bloomberg with Excel integration.
Comfort with a team that is distributed in different locations.
Broad interest in financial markets.
CFA designation or progress towards it is a plus.
**Job Band:**
H4
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
**Weekly Schedule:**
**Referral Bonus Amount:**
0
**Job Description:**
The Investment Due Diligence Analyst will be working on a team that analyzes investments for the Office of the CIO on the ETF team.
The team covers US-listed and Offshore ETFs, US Index Funds, and works with other teams in the Office of the CIO on other asset classes and investment products.
Responsibilities include:
Maintaining and managing the teams coverage universe. This includes insuring that our coverage and supporting documentation is accurately reflected in our research management system database.
Meeting with investment managers to assess investment strategies, establish relationships, keep pace with industry trends, and establish/maintain coverage of their products.
Be a subject-matter expert on ETFs and Index Funds both within the Office of the CIO and in the broader industry.
Communicating effectively. The investment opinions that we formulate must be presented to internal stake holders and, ultimately, to the financial advisors and private bank relationship managers who serve our companys clients.
The Investment Due Diligence Analyst will be working on a team that analyzes investments for the Office of the CIO on the ETF team.
The team covers US-listed and Offshore ETFs, US Index Funds, and works with other teams in the Office of the CIO on other asset classes and investment products.
Responsibilities include:
Maintaining and managing the teams coverage universe. This includes insuring that our coverage and supporting documentation is accurately reflected in our research management system database.
Meeting with investment managers to assess investment strategies, establish relationships, keep pace with industry trends, and establish/maintain coverage of their products.
Be a subject-matter expert on ETFs and Index Funds both within the Office of the CIO and in the broader industry.
Communicating effectively. The investment opinions that we formulate must be presented to internal stake holders and, ultimately, to the financial advisors and private bank relationship managers who serve our companys clients.
Presenting our thought leadership to wider audiences both externally and internally (e.g. internal calls, industry events).
Partnering with internal stakeholders on initiatives.
The expectation is that a successful analyst would transition to their own coverage over time.
Qualifications:
5 years + industry experience.
7& 63 or 120 days to obtain
Excellent analytical ability and comfort with quantitative tools.
Familiarity with the ETF and index fund marketplace.
Broad financial market experience across multiple asset classes (e.g. equity, fixed-income, commodity, etc.) strategies.
Communication skills: outstanding written, oral, and presentation skills.
Bloomberg with Excel integration.
Comfort with a team that is distributed in different locations.
Broad interest in financial markets.
CFA designation or progress towards it is a plus.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Learn more about this role
Full time
JR-22077543
Band: H4
Manages People: No
Travel: Yes, 5% of the time
Manager:
Talent Acquisition Contact:
Melissa Williams
Referral Bonus:
0
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 and affirmative action, 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.
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