Investment Management Specialist
Chicago
Job Description:
Role Responsibilities
Analyze and understand Merrill and third party research
Monitor and respond to market and non-financial current events
Effectively navigate proprietary planning and investment management tools
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
Prepare materials and coordinate weekly Investment Committee meetings
Proactively review and manage team proprietary models to align with the Investment Committee decisions
Manage ML One variances/enrollments/updates/withdrawals/terminations
Serve as Primary/Lead Team Member for processing PIA trades in Portfolio
Processing of all trades (discretionary or non-discretionary)
Create analytical reports for FAs to review client investment portfolio performances against market returns
Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives
Qualifications
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
SAFE ACT Registration; ADV-2B Required
Obtain and/or maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Thorough knowledge and understanding of the suite of Wealth Management products and services
Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way
*Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.
Job Band:
H5
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Referral Bonus Amount:
0
Job Description:
Role Responsibilities
Analyze and understand Merrill and third party research
Monitor and respond to market and non-financial current events
Effectively navigate proprietary planning and investment management tools
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
Prepare materials and coordinate weekly Investment Committee meetings
Proactively review and manage team proprietary models to align with the Investment Committee decisions
Manage ML One variances/enrollments/updates/withdrawals/terminations
Serve as Primary/Lead Team Member for processing PIA trades in Portfolio
Processing of all trades (discretionary or non-discretionary)
Create analytical reports for FAs to review client investment portfolio performances against market returns
Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives
Qualifications
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s) If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
SAFE ACT Registration; ADV-2B Required
Obtain and/or maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Thorough knowledge and understanding of the suite of Wealth Management products and services
Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way
*Please be advised that under current company policy, Merrill Lynch does not sponsor a visa petition or other work authorization, nor will the company provide relocation assistance, for this position.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Learn more about this role
Full time
JR-21052420
Band: H5
Manages People: No
Travel: No
Manager:
Talent Acquisition Contact:
Linda Onuigbo
Referral Bonus:
0
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