Staff Engineer – Finance Data Specialist
GEICO
PythonSQL
Private Wealth Investment Management Specialist
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Columbia • North Carolina, South Carolina • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Support the FA or PWA team’s overall investment management philosophy by executing on portfolio analysis and sharing expertise on a wide range of investment product areas.
- Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons.
- Partner with internal specialists to deliver holistic investment solutions by identifying targeted investment strategies.
- Assist in the preparation of client performance review reports to measure progress to goals.
Requirements
- Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE ACT Registration
- Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
- 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
Benefits
- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off
- Remote work options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
portfolio analysisinvestment strategiesperformance review reportinganalytical skillsportfolio managementinvestment management best practices
Soft skills
communication skillsdecision makingclient needs identificationproblem solving
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 licenseSAFE ACT RegistrationForm ADV -2Bfirm approved designation
