at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 13 days ago

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**Private Wealth Client Associate**: Support relationship management by conducting thorough, on-time portfolio reviews using BloombergTerminal and reconciliation tools. Quantify portfolio performance, ensure compliance with investment guidelines, and collaborate with investment team. Requires 3-5 years of finance experience and familiarity with wealthy client dynamics.

Compensation

Not specified

Currency: Not specified

City

Boston

Country

United States