Investment Strategist

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth.

We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
The Chief Investment Office (CIO) provides thought leadership, investment guidance, and portfolio strategy across Merrill and Bank of America Private Bank. The CIO develops tactical and strategic asset allocation recommendations, conducts deep investment research, and publishes insights to help advisors and clients achieve their financial objectives.

We are seeking an Investment Strategist to join the CIO’s Portfolio Strategy Team. This individual will contribute to the firm’s macro and market outlook, and help shape CIO portfolio construction guidance across asset classes.

Responsibilities:

• Contributes to the CIO’s investment research process by developing tactical views, market views, and actionable insights across asset classes.
• Collaborates with CIO strategists across Equities, Fixed Income, and Macro to develop tactical views and integrate into multi asset portfolio guidance.
• Authors high quality thought leadership content for Merrill and Private Bank channels— including asset class updates, timely market commentary, portfolio construction guidance, and CIO flagship publications.
• Partners with internal editorial and communications teams to ensure content aligns with CIO standards and meets regulatory and brand guidelines.
• Serves as a subject matter expert representing the CIO in client, advisor, and internal investment team interactions. This includes delivering in person presentations, virtual meetings, and conference calls.
• Supports field-facing teams by providing education on CIO guidance and portfolio positioning.
• Partners with Product, Risk, Compliance, and Distribution teams to support private markets initiatives across the organization.
  

Required Qualifications:

• 6+ years of experience with a background as an investment strategist, research analyst, asset allocator, or investment analyst.
• Demonstrated expertise in investment research, including quantitative analytics, industry trend evaluation, and development of data driven insights.
• Exceptional written communication skills with the ability to translate complex research into clear, actionable guidance.
• Strong presentation skills and comfort engaging with sophisticated clients, advisors, and internal stakeholders.
• Highly organized, detail oriented, and capable of managing multiple projects independently.
• Strong relationship building skills and ability to work effectively across functional areas.
• Demonstrated leadership qualities, including the willingness to mentor and guide junior team members.
• SIE, Series 7 and Series 66 (or Series 63 & 65) required, or ability to obtain within 120 days of hire.

Desired Qualifications:

• Bachelor’s degree

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$121,500.00 - $212,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.