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Job Title: Investment Specialist II - New York, NY
Job Location: NY: New York
Pay Rate: Open
Job Length: full time
Start Date: 2008-09-19

Company Name: Bank of America Corp.
Contact: Human Resources
Phone: email only please
Fax: email only please

Description: Investment Specialist II - New York, NY – 0800050182

Apply Online

Description An investment specialist with experience in developing comprehensive financial plans for high net worth clients and/or corporate executives with approximately $50 MM and above in investible assets. Position will involve working with Private Client Advisors, Wealth Strategists, Portfolio Managers and/or Investment Product areas to understand a clients holistic investment needs to develop an asset allocation plan, formulate an investment policy statement and select investments. Position may also involve transition plans to minimize tax costs and dealing with unique assets and/or concentrated positions. The position will not involved developing financial plans but will involve working with Wealth Strategist to understand a clients income and transfer tax situation as an input to frame overall investment recommendations. Big 4, financial planning and investment consulting experience highly preferred. Will also consider professionals with investment consulting experience and/or asset allocation research experience.

Qualifications Required: Excellent oral and written communication skills 5-7 years of experience in a similar role CPA, CFP, CFA a plus Must be flexible on travel Experience in using portfolio optimization and Monte Carlo simulation tools

Additional Information Job Family I-Investment Banking Locations NY-New York Organization 6991-PRIVATE WEALTH MANAGEMENT Travel Yes, 5 %% of the Time

Posting Details Posting Date Sep-16-2008, 10:43 AM, Montreal, New York, Washington D.C. - (UTC -5:00) Unposting Date Sep-30-2008, 10:59 PM, Montreal, New York, Washington D.C. - (UTC -5:00)

Full/Part-time Fulltime-Regular Hours Per Week 40.00 Shift 1st Shift Weekly Schedule Monday - Friday, 8:00am to 5:00pm

Please refer to Job code bankofamerica-692289 when responding to this ad.

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