Team Developer

Wealth Management is aligned to the Global Wealth and Investment Management (GWIM) segment of Bank of America. It assists onshore (US) Portfolio Managers and Investment Strategists working for Bank of America Private Bank and Investment Solutions Group (ISG) with respect to Investments and Wealth Management related work. The nature of work involves portfolio administration encompassing client presentations, performance measurement, updating contractual agreements on internal tools; as well as performing research work (both equities and fixed income) alongside working on adhoc work requests. Market data tools like Bloomberg, FactSet and MorningStarDirect alongside other internal and external tools are extensively used to produce various reports

Responsibilities*
• The candidate would be supporting various Line of Businesses within Investment Solutions Group (ISG) and Bank of America Private Bank which varies from but are not limited to PMs (Portfolio Managers), PMAs (Portfolio Manager Assistants), Investment Strategists and Investment Supervision Managers/Executives
• The candidate would be expected to provide support in areas related to CIO Portfolios and Due Diligence, Thought Leadership, Investment Products, AI Content Management, SAM Client Reporting, MAA Analytics, Periodic Portfolio Performance Reporting, Investment Proposals & Portfolio Analytics, Investment Oversight and Reporting, Institutional Strategists Support and among other similar activities.
• The candidate would be required to work on portfolio administration work that spans across Client Presentations, Portfolio Performance, Wealth Planner Reports and Proposals, Manager Blends and Manager Comparisons; and Overlap Analysis among other similar activities
• The candidate would also be expected to produce adhoc reports as well as perform research based activities across equities and fixed income on a need basis. Working familiarity with tools like Bloomberg, Factset and Morningstar would be an advantage
• Other responsibilities would involve need based interaction with our onshore business partners – PMs / PMAs, Investment Strategists, Performance Analysts or Line of Business.
• Ensure to adhere to predefined parameters in terms of quality and timeliness of work and exceed
• Expected to actively participate in key process improvement/operational initiatives