Investment Strategist
About The Position
The Chief Investment Office (CIO) provides investment thought leadership, guidance, and portfolio strategy across Merrill and Bank of America Private Bank. It develops tactical and strategic asset allocation recommendations, conducts investment research, and publishes insights to help advisors and clients achieve their financial objectives. The Investment Strategist will join the CIO’s Portfolio Strategy Team, contribute to the firm’s macro and market outlook, and help shape CIO portfolio construction guidance across asset classes. The role includes developing investment views and insights, producing thought leadership, presenting CIO guidance to clients and advisors, supporting field-facing teams, and contributing to private markets initiatives.
Requirements
- At least 6 years of experience with a background as an investment strategist, research analyst, asset allocator, or investment analyst.
- Demonstrated expertise in investment research, including quantitative analytics, industry trend evaluation, and development of data-driven insights.
- Exceptional written communication skills and the ability to translate complex research into clear, actionable guidance.
- Strong presentation skills and comfort engaging with sophisticated clients, advisors, and internal stakeholders.
- Highly organized and detail-oriented, with the ability to manage multiple projects independently.
- Strong relationship-building skills and the ability to work effectively across functional areas.
- Demonstrated leadership qualities, including willingness to mentor and guide junior team members.
- SIE, Series 7, and Series 66 (or Series 63 and 65) required, or ability to obtain them within 120 days of hire.
Nice To Haves
- Bachelor’s degree.
Responsibilities
- Contribute to the CIO’s investment research process by developing tactical views, market views, and actionable insights across asset classes.
- Collaborate with CIO strategists across Equities, Fixed Income, and Macro to develop tactical views and integrate them into multi-asset portfolio guidance.
- Author thought leadership content for Merrill and Private Bank channels, including asset class updates, timely market commentary, portfolio construction guidance, and CIO flagship publications.
- Partner with internal editorial and communications teams to ensure content aligns with CIO standards and regulatory and brand guidelines.
- Represent the CIO as a subject matter expert in client, advisor, and internal investment team interactions, including in-person presentations, virtual meetings, and conference calls.
- Support field-facing teams by providing education on CIO guidance and portfolio positioning.
- Partner with Product, Risk, Compliance, and Distribution teams to support private markets initiatives across the organization.
Benefits
- Industry-leading benefits.
- Access to paid time off.
- Resources and support for employees.
- Eligibility to participate in the annual discretionary incentive plan, with awards based on individual performance and behaviors, line of business and/or group performance, and the overall success of the Company.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
