Bank Of America Intermediate Quant Analyst 

United States, New York, New York 

434039849

Job Description:

Job Description:

• Support daily oversight of CIO-managed model portfolios, ensuring portfolios remain aligned with stated investment objectives and firm guidelines
• Develop and maintain tools, dashboards, and analytical frameworks to monitor portfolio exposures, performance, and risk metrics
• Collaborate with portfolio managers, analysts, and internal business partners to deliver high-quality insights and reports that support timely decision-making
• Identify opportunities to improve operational efficiency and implement process enhancements across portfolio oversight workflows
• Perform data analysis and develop code in R, Python, SQL, or Excel to support both Shiny applications and management reporting, leveraging modern development practices such as version control, unit testing, and CI/CD pipelines to ensure code quality and efficient deployment
• Leverage FactSet to manage model portfolios, analyze performance and risk with PA and SPAR, and build data pipelines via Portfolio Batcher and APIs
• Troubleshoot and resolve issues related to data quality, system integrations, or portfolio analytics
• Assist in preparing materials for senior leadership, articulating complex information in a clear and concise manner
• Contribute to risk management efforts by proactively identifying, escalating, and mitigating potential issues
• Participate in ad hoc projects and initiatives supporting the evolving needs of the Chief Investment Office

• Degree from a competitive university in a quantitative field. Series 7 & 66 or ability to obtain within 120 days.
• Proven ability to think on your feet, adapt quickly to change, and take initiative
• Strong problem-solving skills and a passion for learning and acquiring new knowledge
• Excellent communication skills, both written and verbal, with the ability to articulate thoughts and complex ideas clearly, concisely, and simply
• Collaborative team player who embraces challenges and takes responsibility seriously
• Ability to multitask and work independently with minimal supervision
• Proficiency in coding with R, Python, or SQL; strong Excel data skills (such as Power Query) or Excel VBA experience are also valued

Desired Skills:

• 8+ years of relative financial experience
• Demonstrates strong risk awareness and proactively escalates concerns to maintain robust portfolio oversight
• Embraces continuous learning, shows intellectual curiosity, and adapts quickly in a dynamic environment
• Communicates clearly and tactfully, adjusting style to connect effectively with diverse stakeholders, including senior leaders
• Collaborates seamlessly across teams, building partnerships and contributing to shared goals
• Takes initiative and drives operational excellence by delivering timely, innovative solutions
• Possesses business acumen and understands asset allocation, portfolio construction, and manager selection, and how these contribute to portfolio performance

Bachelor’s degree in related field or equivalent work experience