Investment Management Specialist

Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client. Deliver full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable investment management tools where appropriate. Deliver investment management, including but not limited to investment proposal, CRC, etc. Monitor and analyze book pricing internally for FA team. Convey pricing to ensure client's understanding of the value of advice and accompanying solutions. Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons. Research portfolio recommendations for Investment Committee review.

According to JobzMall, the average salary range for a Investment Management Specialist in 222 Broadway, New York, NY 10038, USA is between $65,000 and $90,000 per year.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.