Investment Management Specialist
Company: Bank of America
Location: San Antonio
Posted on: April 2, 2026
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Job Description:
Job Description: Merrill Wealth Management is a leading provider
of comprehensive wealth management and investment products and
services for individuals, companies, and institutions. Merrill
Wealth Management is one of the largest businesses of its kind in
the world specializing in goals-based wealth management, including
planning for retirement, education, legacy, and other life goals
through investment advice and guidance. Merrill’s Financial
Advisors and Wealth Management Client Associates help clients
pursue the life they envision through a personal relationship with
their advisory team committed to their needs. We believe trust
comes from transparency. Our trusted advisory teams are equipped
with access to the investment insights of Merrill coupled with the
banking convenience of Bank of America. Merrill is committed to an
in-office culture with specific requirements for office-based
attendance and which allows for an appropriate level of flexibility
for our teammates and businesses based on role-specific
considerations. At Merrill, we empower you to bring your whole self
to work. We value diversity in our thoughts, business, and within
our employees and clients. Our Wealth Management team represents an
array of different backgrounds and bring their unique perspectives,
ideas and experiences, helping to create a work community that is
culture driven, resilient, results focused and effective. Job
Description: This job is responsible for performing specialized
functions across a Financial Advisors (FAs) team, such as defining
an FA's or FA team's overall investment management philosophy
through portfolio analysis and performing business management and
business development activities. Key responsibilities include
providing operational support and quality client service through
offering a full range of investment products and services across
the enterprise. Job expectations include leveraging specialists and
financial planning tools to deliver holistic investment solutions.
This position is subject to SAFE Act registration requirements.
Pursuant to the SAFE Act requirements, all employees engaged in
residential loan mortgage originations must register with the
federal registry system and remain in good standing. Since this
position requires SAFE Act registration, employees are required to
register and to submit to the required SAFE Act background check
and registration process. Failure to obtain and/or maintain SAFE
Act registration may result in disciplinary action up to and
including termination. Responsibilities: Maintains an understanding
of the Chief Investment Office (CIO) philosophy, proprietary
planning, and investment management tools Monitors, analyzes, and
reviews the current market environment and research portfolio
recommendations Monitors and manages client portfolios to align
with client goals, objectives, risk tolerance, and time horizons
Reviews and manages team proprietary models to align with current
market assumptions by participating in CIO and manager updates and
reviewing reports and allocation updates Creates analytical reports
for Financial Advisors to review client investment portfolio
performances against market returns Assesses and shares pricing
findings with clients to ensure understanding of the value of
advice and accompanying solutions Skills: Causation Analysis
Financial Management Investment Management Trading Strategy Trading
and Investment Analysis Portfolio Analysis Portfolio Management
Price Verification and Valuation Trade Monitoring Trading Client
Investments Management Client Solutions Advisory Financial Analysis
Financial Forecasting and Modeling Wealth Planning Required
Qualifications: Series 7, 63/65 or 66 or equivalent; must obtain
all state registrations held by the Financial Advisor(s) and
Advisor Team(s) they support SAFE Act Registration; ADV-2B Required
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? Desired Qualifications:
CFA designation Internal employees who are currently working from
home are still eligible to apply. However, if selected for the
role, you may be required to work onsite in accordance with the
workplace excellence policy. Minimum Education Requirement: High
School Diploma / GED / Secondary School or equivalent Shift: 1st
shift (United States of America) Hours Per Week: 40
Keywords: Bank of America, Austin , Investment Management Specialist, Accounting, Auditing , San Antonio, Texas
