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Financial Solutions Advisor - Albany / Hudson Valley Market

ExperiencedNo visa sponsorship
Bank of America Merrill Lynch logo

at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 20 days ago

No clicks

**Financial Solutions Advisor (Albany / Hudson Valley Market)** - Drive regional financial strategy, advising clients, and managing a team. Key responsibilities include client onboarding, portfolio management using Bloomberg Terminal, trade confirmations, and financial analysis. Proficient in Excel, Word, and PowerPoint. mid-level role requires 3-5 years' experience in finance, with expertise in securities and portfolio management. Collaborate with regional teams for market updates and regulatory compliance.

Compensation
Not specified

Currency: Not specified

City
Albany
Country
United States

Full Job Description

Financial Solutions Advisor - Albany / Hudson Valley Market

Compensation

Not specified

City: Albany

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

20 days ago

No clicks

at Bank of America Merrill Lynch

ExperiencedNo visa sponsorship

**Financial Solutions Advisor (Albany / Hudson Valley Market)** - Drive regional financial strategy, advising clients, and managing a team. Key responsibilities include client onboarding, portfolio management using Bloomberg Terminal, trade confirmations, and financial analysis. Proficient in Excel, Word, and PowerPoint. mid-level role requires 3-5 years' experience in finance, with expertise in securities and portfolio management. Collaborate with regional teams for market updates and regulatory compliance.

Full Job Description