Bank of America · 1 day ago
Intermediate Quant Analyst
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$126K/yr - $253K/yr
8+ years expBank of America is committed to making financial lives better through every connection. The Intermediate Quant Analyst will support the Chief Investment Office by overseeing model portfolios, developing analytical tools, and collaborating with portfolio managers to enhance decision-making processes.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
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
Qualification
Required
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
Preferred
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
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
2026-01-05
Company data provided by crunchbase