Investment Management Specialist

As an Investment Management Specialist, you will support Financial Advisors by defining investment strategies, analyzing portfolios, and managing client investments to align with their goals. You will leverage Merrill's insights and tools to deliver holistic investment solutions and provide exceptional client service.

• Define investment management philosophy through portfolio analysis
• Monitor and analyze market environment and research portfolio recommendations
• Manage client portfolios to align with goals, objectives, and risk tolerance
• Create analytical reports on client investment portfolio performance
• Possess Series 7 and 66 or Series 7, 63, and 65 licenses
• Strong analytical and portfolio management skills