Merrill Lynch

Asset Management Analyst

Merrill Lynch

Chicago, IL, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to Merrill Lynch, a leading financial services company dedicated to providing clients with expert investment advice and management. We are currently seeking a highly motivated Asset Management Analyst to join our team. As an Asset Management Analyst, you will play a crucial role in analyzing and managing client assets, ensuring their financial goals are met. We are looking for individuals with a strong analytical mindset, excellent communication skills, and a passion for the financial industry. If you are seeking a challenging and rewarding career in asset management, we invite you to apply for this exciting opportunity.

  1. Conduct thorough analysis of client assets to develop customized investment strategies.
  2. Monitor and track client portfolios to ensure they align with their financial goals.
  3. Collaborate with financial advisors to provide expert investment advice to clients.
  4. Utilize advanced financial modeling techniques to evaluate potential investment opportunities.
  5. Research and stay up-to-date on market trends and industry developments to make informed investment decisions.
  6. Communicate effectively with clients to understand their needs and provide regular updates on their portfolio performance.
  7. Prepare and present comprehensive reports on asset performance to senior management and clients.
  8. Identify and mitigate potential risks associated with client portfolios.
  9. Continuously evaluate and improve asset management processes and procedures.
  10. Build and maintain strong relationships with clients to foster trust and satisfaction with our services.
  11. Work closely with other members of the asset management team to achieve common goals and objectives.
  12. Maintain a high level of professionalism and confidentiality when handling sensitive client information.
  13. Adhere to all regulatory and compliance guidelines in the management of client assets.
  14. Participate in training and development opportunities to enhance knowledge and skills in the financial industry.
  15. Contribute to a positive and collaborative work environment within the asset management department.
Where is this job?
This job is located at Chicago, IL, USA
Job Qualifications
  • Bachelor's Degree In Finance, Accounting, Economics, Or A Related Field.

  • Strong Analytical And Quantitative Skills, Including Proficiency In Financial Modeling And Data Analysis.

  • Knowledge Of Financial Markets, Investment Products, And Portfolio Management Strategies.

  • Excellent Communication And Interpersonal Skills, With The Ability To Interact With Clients And Internal Teams.

  • Prior Experience In Asset Management Or Related Field, Preferably At A Reputable Financial Institution.

Required Skills
  • Financial Analysis

  • Data Analysis

  • Market Research

  • Investment Strategy

  • Portfolio Management

  • Risk assessment

  • Due Diligence

  • Asset allocation

  • Asset Monitoring

  • performance tracking

  • Investment Research

  • Asset Valuation

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • flexibility

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Asset Management Analyst in Chicago, IL, USA is $60,000 to $90,000 per year. This can vary depending on factors such as experience, education, and the specific company or industry the analyst is working in.

Additional Information
Merrill Lynch is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJune 21st, 2024
Apply BeforeMay 22nd, 2025
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About Merrill Lynch

Merrill, previously Merrill Lynch, is an American investing and wealth management division under the auspices of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and security dealings.

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