Investment Management Specialist

Analyze and understand Merrill and third party research. Monitor and respond to market and non-financial current events. Effectively navigate proprietary planning and investment management tools. Deliver investment management, including but not limited to investment proposal, CRC, etc. Monitor and analyze book pricing internally for FA team. Convey pricing to ensure client's understanding of the value of advice and accompanying solutions. Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market environment. Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons. Research portfolio recommendations for Investment Committee review. Prepare materials and coordinate weekly Investment Committee meetings. Proactively review and manage team proprietary models to align with the Investment Committee decisions.

According to JobzMall, the average salary range for a Investment Management Specialist in 6060 Poplar Ave, Memphis, TN 38119, USA is between $31,000 and $50,000. This range can vary depending on experience, qualifications, and current job market.

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.