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Bank of America Private Wealth Analyst Investments in Atlanta, Georgia

Job Description:

The Merrill Lunch Private Banking and Investment Group is comprised of 371 Private Wealth Advisors who manage $282 billion for clients with at least $10,000,000 in investable assets. Private Wealth Advisors demonstrate an expertise in leveraging the global resources of Merrill Lynch to deliver highly customized solutions to a limited number of substantial private investors.

A top rated 5 person PBIG team with $1 Billion in AUM is looking for a client-facing Investment Analyst to work with the team’s existing client base. This person must be a driven and analytical individual with exceptional investment acumen who can liaise with the team’s high net worth and ultra-high net worth clients and work well in a team oriented environment.

The Analyst (Registered) is a fully paid or firm paid (exception only), salaried, exempt position on the Financial Advisor Team to further develop and service their client base. The Analyst is responsible for implementing and executing the Optimal Practice Model (OPM) in their specific functional role (i.e. Business Development, Business Management, Relationship Management or Investments). Specific accountabilities for the role may vary depending on the team’s practice. Performance is measured by the FA or FA team, along with OMT, through specific goals, metrics, and behavior related to the execution of the OPM function. The Analyst (Non Registered) is a non-exempt position for a non -licensed hire lacking a license and/or designation, until fully licensed and designation achieved. The Analyst (Registered) is a non-exempt position for licensed employees that are in progress of completing their designation in 12-months.

Private Wealth Analyst - Investments (Exempt)

  • Define investment philosophy and strategy (e.g., asset allocation, strategic vs. tactical, active vs. passive) and clearly articulate approach to investing that is implemented through a repeatable process

  • Manage client portfolio’s using a fully documented investment philosophy leveraging Wealth Management tools and review portfolios for potential rebalancing

  • Establish a clear buy/sell discipline for selecting investment products consistent with client goals and risk tolerance for initiating and selling positions

  • Implement, manage and deliver via the creation of model portfolios and engage in ongoing performance analysis of various asset classes as well as client education Have deep knowledge of the various Merrill Lynch investment platforms (e.g., MLPA, UMA, PIA, MFA) as well as the available products and solutions and relevant contacts

  • Conduct ongoing research on markets and investments and follow disciplined process to monitor and respond to external events


  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses

  • All product licenses in support of FA or FA Team’s client base

  • Obtain and/or maintain at least one firm approved designation

  • Safe Act Registered

  • Bachelor’s Degree required

  • CFA Designation or progress towards obtaining one’s CFA strongly preferred

  • Knowledge of investment and banking products, policies & procedures is required

  • Strong client service & technical skills (MS Word & Excel)

  • Strong communication, time management and organizational skills are required

  • 2-4 years of experience in the financial services industry preferred

  • Experience in portfolio construction and analysis software (Bloomberg, Factset, etc.) is preferred

  • Knowledge of modeling techniques, such as mean-variance optimization, performance and risk attribution

  • Knowledge of professionally managed investment products and/or wealth management business preferred

  • Strong communication, interaction and presentation skills required

  • Be flexible and adaptable

  • Self-motivated, positive attitude and high energy are a must

  • Ability to work effectively in a team environment while achieving individual goals

Posting Date : 04/19/2019

Location :

Atlanta, GA, 3455 PEACHTREE RD NE (GA7024),

  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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