Portfolio Management Associate – Client Advisory & Strategy

Bank of America; Greenwich (CT); On-site; USD 41,000 - 66,000; Full time

Benefits offered by this job

Annual discretionary bonus

Benefits eligible

Job summary

Bank of America in Greenwich, CT is seeking a Portfolio Management Support professional to assist the Portfolio Management team in delivering integrated investment services. You will coordinate internal delivery, engage with clients, and back up Portfolio Managers as needed to ensure timely, accurate execution.

The role emphasizes asset allocation, trade execution, risk monitoring, and collaboration with client teams to drive a seamless advisory experience.

Qualifications

• Minimum of 2 years of experience with a financial institution focusing on high net worth client service and sales.
• Investment administration experience desired.
• BS/BA degree in Business, Finance, Economics or Law desired.

Responsibilities

• Supports client portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews.
• Assists with engaging clients to review investment performance and market changes based on analysis.
• Performs market analysis, gathers insights, and recommends strategies to support client goals.
• Supports with portfolio composition analysis, asset allocation monitoring, and investment policy quality.
• Manages and/or executes client investment transactions and coordinates with client teams to deliver integrated service.

Skills

Risk Management

Analytical Thinking

Attention to Detail

Customer and Client Focus

Decision Making

Written Communications

Active Listening

Problem Solving

Collaboration

Business Acumen

Networking

Organizational Effectiveness

Result Orientation

Education

High School Diploma / GED

Job description

Bank of America in Greenwich, CT is seeking a Portfolio Management Support professional to assist the Portfolio Management team in delivering integrated investment services. You will coordinate internal delivery, engage with clients, and back up Portfolio Managers as needed to ensure timely, accurate execution.

The role emphasizes asset allocation, trade execution, risk monitoring, and collaboration with client teams to drive a seamless advisory experience.