ISG-CIO Portfolio Analyst
New York, New York;Jersey City, New Jersey; Pennington, New Jersey
**Job Description:**
The ISG Portfolio Analyst is an experienced, home office-based investment professional within the Portfolio Consulting Group and the ISG Sales organization, collaborating with the field-based Portfolio Strategist to serve as the local connection to the GWIM Chief Investment Office. Analysts, working alongside Portfolio Strategists, develop and implement a territory strategy to proactively engage Advisors to analyze client portfolios, promote adoption of GWIM CIO asset allocation guidance, and drive CIO Portfolio adoption through Advisor consultations, portfolio reviews and proposals. As part of the ISG Specialist organization, the role interacts extensively with Investment Advisory, Markets, and Alternative Investment Specialist peers to drive the Advisor support model and create active referrals among specialists to deliver the firm to solve client needs. Successful candidates will be supported with comprehensive training program to further refine job skills and establish the candidate for success.
Requirements:
+ 3-5 years of related experience in the financial services industry
+ Bachelors degree required. Prefer degree in finance, economics or a related field a plus
+ Graduate degree and/or CFA Charter Holder or candidate a plus
+ FINRA Series 7 & 66 Licenses (or ability to obtain these licenses within compliance guidelines.
+ Knowledge of portfolio construction, analysis, performance and risk attribution
+ Knowledge of investment products and/or Advisor business model a plus
+ Strong communication, interaction and presentation skills
+ Ability to work effectively in a team environment while achieving individual goals
+ Ability to travel up to 10%
**Job Band:**
H5
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
**Weekly Schedule:**
**Referral Bonus Amount:**
0
**Job Description:**
The ISG Portfolio Analyst is an experienced, home office-based investment professional within the Portfolio Consulting Group and the ISG Sales organization, collaborating with the field-based Portfolio Strategist to serve as the local connection to the GWIM Chief Investment Office. Analysts, working alongside Portfolio Strategists, develop and implement a territory strategy to proactively engage Advisors to analyze client portfolios, promote adoption of GWIM CIO asset allocation guidance, and drive CIO Portfolio adoption through Advisor consultations, portfolio reviews and proposals. As part of the ISG Specialist organization, the role interacts extensively with Investment Advisory, Markets, and Alternative Investment Specialist peers to drive the Advisor support model and create active referrals among specialists to deliver the firm to solve client needs. Successful candidates will be supported with comprehensive training program to further refine job skills and establish the candidate for success.
Requirements:
+ 3-5 years of related experience in the financial services industry
+ Bachelors degree required. Prefer degree in finance, economics or a related field a plus
+ Graduate degree and/or CFA Charter Holder or candidate a plus
+ FINRA Series 7 & 66 Licenses (or ability to obtain these licenses within compliance guidelines.
+ Knowledge of portfolio construction, analysis, performance and risk attribution
+ Knowledge of investment products and/or Advisor business model a plus
+ Strong communication, interaction and presentation skills
+ Ability to work effectively in a team environment while achieving individual goals
+ Ability to travel up to 10%
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Learn more about this role
Full time
JR-22081731
Band: H5
Manages People: No
Travel: Yes, 10% of the time
Manager:
Talent Acquisition Contact:
Pamela Craven
Referral Bonus:
0
Jersey City pay and benefits information
**Jersey City pay range:**
$110,000 - $125,000
annualized salary, offers to be determined based on experience, education and skill set.
**Discretionary incentive eligible**
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
**Benefits**
This role is currently benefits eligible . We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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.
To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .
To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .
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 Americas Drug-free workplace and alcohol policy, CLICK HERE .
