Investment Management Specialist

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Investment Management Specialist San Antonio, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.

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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.

Merrills 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 brings 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 FAs or FA teams 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

• 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
• 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 Advisors and Advisor Teams 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
• Ability to identify client needs and concerns and articulate an appropriate approach to align solutions to goals in a suitable and controlled way

Desired Qualifications

• CFA designation
• Minimum Education Requirement: High School Diploma, GED, or Secondary School or equivalent
• Shift: 1st shift
• United States of America
• Hours Per Week: 40

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