Bank of America Field Based Advisor Analyst in Charlotte, North Carolina

Job Description:

The Merrill Edge Performance Team is responsible for supporting investment sales activities through financial planning, reporting and analytics. The team provides performance and productivity insight to guide business decisions and planning, with a focus on new client activity, FTE management and incentive design. Specialist roles supported include: Field Based Financial Solutions Advisors, Home Office Financial Solutions Advisors, Banking Financial Advisors and Senior Relationship Managers.

Summary of Responsibilities

  • Design and manage reporting and analytics routines that support new account and asset growth activity:

  • Performance Reporting and Forecasting

  • FTE Planning and Productivity Analytics

  • Incentive Design, Goaling and Expense Forecasting

  • Client Asset Flows

  • Pro Forma Analysis

  • Provide performance updates to executive stakeholders and key partners, connecting insights into business strategy and influencing decisions and outcomes

  • Enhance data resources and reporting processes with a focus on evolving business needs, efficiency and operational risk management

  • Partner with the line of business, analytics, finance and compensation partners to develop sound assumptions, models and data requirements

Role Requirements

  • Bachelors degree in Business Administration, Finance, Accounting, or Economics

  • 3+ years of professional work experience within the financial services industry

  • Demonstrates strong technical and analytical skills

  • Manipulates and interprets data to understand business performance and solve business problems (Advanced Excel required, Access/SQL preferred)

  • Thinks critically and considers multiple perspectives

  • Manages operational risk by building strong processes and quality control routines

  • Demonstrates strong communication skills

  • Actively listens

  • Clearly and concisely communicates verbally and through Email/PowerPoint

  • Adapts communication style and personalizes message to audience

  • Demonstrates strong project management skills

  • Seeks to understand end to end processes

  • Builds strong partnerships and leverages teammate’s expertise

  • Effectively manages time and follows through on commitments

  • Balances close attention to detail with focus on broader context

  • Encourages collaboration, connection and teammwork

  • Seeks to learn and grow, receptive to constructive feedback

  • Approaches work with curiosity and SIM-mindset of continuous improvement

Future Career Opportunities

  • Analysts on the Merrill Edge Performance Team have been able to advance their careers by leveraging the relationships, knowledge of the business, analytical skills and experience with data resources gained through this role. Our teammates have demonstrated the ability to be successful in a variety of arenas.

  • Recent placements include:

  • Internal to Merrill Edge – Merrill Edge Line of Business, Merrill Edge P&L/FP&A Finance

  • External to Merrill Edge – Liquidity Risk Management Finance, Enterprise Cost Management, Digital Sales and Service

Posting Date : 06/13/2018

Location :


  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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