at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 3 days ago

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Private Bank Senior Associate (6+ years): Leverage industry knowledge and advanced Excel skills to lead cross-functional teams in investment portfolio management. Key responsibilities include crafting customized wealth management strategies, performing rigorous financial analysis, and collaborating with wealth managers to deliver exceptional client experiences. Proficient in Bloomberg Terminal, FactSet, and altri, with a solid understanding of market trends. Universitatis (BBA, CFA charter) or equivalent graduate degree required.

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Country

United States