Closely Held Asset Manager

Closely Held Asset Manager

Chicago, Illinois;Dallas, Texas

Job Description:

The Investment Solutions Group (ISG) provides investment solutions, trading capabilities, fiduciary execution, advisor and client support for all Bank of America's wealth channels including Merrill Lynch Wealth Management, BofA Private Bank and Merrill Edge. ISG serves around three and a half million clients and eighteen thousand advisors across these channels. The vision of ISG is to deliver industry leading investment offering and platforms that support wide range of client segments' needs leading to exceptional client outcomes. ISG offers a wide breath and depth across investment solutions, trading and fiduciary execution including traditional investments, alternative investments, personal retirement solutions, impact solutions.

Job Description:

Private Business Group seeks to fill a Closely Held Asset Manager/Specialty Asset Manager position, focused on the management of closely held assets held in fiduciary accounts. This entails reviewing the performance, value and risks of such holdings. The candidate will be working with assigned assets and be responsible for review of financial statements, perform equity analysis of value of privately held companies. Candidate will also review the work of colleagues and assist department leadership in coaching other associates.

Job requirements

• Candidate must have a bachelors degree in a finance related field.

• Must have a minimum of 5 years directly related experience.

• Must have a strong understanding of business valuation and a demonstrated ability to review valuation work product and determine its credibility.

• Demonstrated history in managing closely held assets with an understanding of the fiduciary and economic impacts of investment decisions.

• Senior accredited business valuation certification strongly preferred. ASA or ABV designation strongly preferred.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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