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  • 2 - 5 Years
  • Posted : above 1 month

Job Description:

Assistant Manager Gurugram, India Job number 19038539


Bank of America is one of the worlds leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services We are committed to attracting and retaining top talent across the globe to ensure our continued success Along with taking care of our customers, we want to be the best place for people to work and aim at creating a work environment where all employees have the opportunity to achieve their goals

We are a part of the Global Business Services which delivers technology and operations capabilities to Bank of America lines of business (LOB) and enterprise functions

Our employees help our customers and clients at every stage of their financial lives, helping them connect to what matters most This purpose defines and unites us Every day, we are focused on delivering value, convenience, expertise and innovation for individuals, businesses and institutional investors we serve worldwide

* BA Continuum is a nonbank subsidiary of Bank of America, part of Global Business Services in the bank

Process Overview

Knowledge Service Center (KSC) supports global businesses of the Bank with solutions requiring judgment application, sound business understanding and analytical perspective The domain experience in the areas of Financial Research & Analysis, Quantitative Modeling, Risk Management and Prospecting Support provide solutions for revenue enhancement, risk mitigation and cost optimization The division comprising of highly qualified associates operates from three locations ie, Mumbai, Gurgaon & Hyderabad

Job Description

US Trust Investment Group (USTIG) is aligned to the Global Wealth and Investment Management (GWIM) segment of Bank of America USTIG assists onshore (US) Portfolio Managers and Investment Strategists working for US Trust Bank of America 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


The candidate would be required to assist PMs (Portfolio Managers) and PMAs (Portfolio Manager Assistants) with respect to 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 Reuters Knowledge 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 Requirements

Education - Graduate / Postgraduate / MBA / ICFP / CFA

Experience - 2 To 5 Years of experience in Portfolio Management or Wealth Advisory Services

Mandatory Skills -

Knowledge of Wealth & Portfolio Management

Good verbal and written communication skills

Desired skills -

Should possess a sound understanding of Capital Markets and Investment Management

Conversant with Data tools like Bloomberg, Factset, Reuters Knowledge

Work Timings 1330 / 1430 To 2230 / 2330

Job Location Gurgaon

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Banking
Functional Area : Banks/Insurance/Financial Services
Role : Portfolio/Fund Mgmt
Salary : As per Industry Standards
Deadline : 05th Dec 2019

Key Skills:

Company Profile:


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