Manager Selection Analyst

Due Diligence team that selects third-party investment managers for client investment. Reporting into the Head of Equities Due Diligence, the Analyst will contribute to the firm's delivery of a high-quality platform of equity investment vehicles (mutual funds, separately managed accounts, active ETFs. etc.). Focus areas may vary depending on needs and can include U.S. and international equities, tax-managed & direct-indexing and multi-asset portfolios. The Analyst will conduct investment manager research to identify new strategies for the platform, as well as monitor existing strategies to ensure any emerging risks are identified and assessed. Upon successful development of base skills, this position will have accountability for the research opinion on covered strategies and engagement in complex investment conversations with internal and external partners, including financial advisors. Therefore, the candidate must aspire to a research-intensive role and demonstrate an ability to develop and articulate investment insight and opinion.
Conducts primary manager due diligence; both initial and ongoing on mutual fund and separate account vehicles.

Primary responsibility includes:

• maintaining the integrity of Domestic Equity, Fixed Income or International Equity investment manager rosters.

• quantitative and qualitative analysis of investment management firms, investment portfolios, relevant market indices and peer groups

• research global equities markets

• support financial advisors and Specialist teams with investment solution and asset class insights

• engage with internal partners to inform them of key issues related to investment management firms and investment solutions

• create/write investment notes to Financial Advisors and Clients

• engage with third-party investment managers including portfolio managers, equity analysts, relationship/marketing team

Skills:

• 2-5+ years of experience in the investment industry, preferably in an analytical role related to investment manager due diligence, equity research, quantitative research, portfolio management/construction, or asset allocation.
• A demonstrated analytical track record of building and defending well-supported investment opinions.
• Candidates with investment-oriented career path interests are preferred. Success in the role requires self-motivation to constantly question and go deeper into analytical discovery.
• A collaborative, team-based approach to engaging with peers within the team and across business lines is essential.
• An ability to also operate independently and efficiently manage time for meeting deadlines.
• Alignment with the Values and Purpose of Bank of America.
• Working knowledge of Excel, Word, Power Point
• MBA, MS, JD, or CFA preferred
Must have a 7 and 66 or achieve the licenses within 120 days

• Analytical Thinking

• Attention to Detail

• Causation Analysis

• Presentation Skills

• Research

• Critical Thinking

• Oral Communications

• Written Communications

• Active Listening

• Data Quality Management

• Trading and Investment Analysis

Shift:
1st shift (United States of America)

Hours Per Week:
40

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