Bank of America is looking to develop enhanced portfolio overlay products and services in line with client objectives, including tax efficient strategies and transition services to promote additional flows into Firm Managed.
Requirements
- Advanced Excel VBA skills
- Python experience
- Knowledge of tax efficient products or services
- Series 65 or pursuit of the CFA charter
- Minimum 2-5 years of experience in a financial firm with some experience in investment products or investment management
Responsibilities
- Research, develop and implement investment solutions.
- Support new financial investment portfolio management functions through algorithm development and testing.
- Ongoing review and monitoring of enhanced overlay products and services.
- Collaboration across Product, Platform, Channel, CIO, Research and Control partners to deliver investment solutions.
- Oversight and maintenance of internal firm model portfolios and coordination of rebalance activities.
- Support of restrictions and replacement securities.
Other
- Must be intellectually curious and have strong critical thinking skills to solve complex problems.
- Should be able to multi-task, take ownership and deliver in a fast-paced environment.
- Requires good interpersonal skills and ability to collaborate and communicate effectively in groups.
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Bachelor’s Degree in Finance, Mathematics or Economics.
