VP; Ultra High Net Worth Portfolio Strategist
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![]() United States, Washington, Bellevue | |
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VP; Ultra High Net Worth Portfolio Strategist sought by Merrill Lynch to engage w/ Financial Advisors to assist in customized portfolio construction for Ultra High Net Worth (UHNW) clients & prospects & deliver comprehensive suite of UHNW capabilities to these clients. Remote work may be permitted w/in a commutable dist from the worksite. Reqs: Bach degree or equiv & 5yrs exp in: Utilizing investment portfolio construction methods, incl modern portfolio theory, to analyze risk/return characteristics of existing client holdings & create optimized proposed changes; Applying stat forecasting models, incl monte carlo simulations embedded in the Capital Mkt Assumptions & applying them to determine appropriate customized asset allocation based on client risk profile. 25% domestic travel, as nec. Salary: $170,000-$180,000/yr. Job Site: Bellevue, WA. Req#25035606. If interested apply online at www.bankofamerica.com/careers or email your resume to bofajobs@bofa.com & reference the job title of the role & requisition number. No phone calls. EOE. |