Portfolio Management Associate: Client Advisory & Strategy

Bank of America; Winston-Salem (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America in Winston-Salem, NC is seeking a Portfolio Management support professional to assist the team in delivering integrated investment advice and portfolio services.

You will coordinate internal delivery, engage clients on performance and market considerations, and support portfolio construction, risk monitoring, and transaction execution to help clients achieve their investment goals.

Qualifications

• 2+ years in a financial institution focused on high net worth client service and sales.
• Investment administration experience is preferred.
• BS/BA in Business, Finance, Economics, or Law is desirable.

Responsibilities

• Supports client portfolios including asset allocation, portfolio construction, security/manager selection, trade execution and reviews.
• Engage clients to review investment performance and market outlook.
• Perform market analysis and recommend strategies to support goals.
• Assist with portfolio composition analysis and asset allocation monitoring.
• Manage or execute client investment transactions.
• Coordinate with teams to deliver integrated service and resolve issues promptly.

Skills

Portfolio management

Client service

Analytical thinking

Attention to detail

Communication

Education

BS/BA in Business, Finance, Economics or Law

Job description

Bank of America in Winston-Salem, NC is seeking a Portfolio Management support professional to assist the team in delivering integrated investment advice and portfolio services.

You will coordinate internal delivery, engage clients on performance and market considerations, and support portfolio construction, risk monitoring, and transaction execution to help clients achieve their investment goals.