Portfolio Management Senior Associate

Bank of America; Town of Mount Pleasant (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Bank of America in the United States is seeking a skilled professional to support the Portfolio Management team with integrated investment advice and portfolio management services. This role coordinates internal delivery of investment services, seeks opportunities from existing books, and acts as a backup for client-facing Portfolio Managers.

The position emphasizes client engagement, asset allocation, trade execution, risk management, and collaboration across client teams to deliver a seamless

Qualifications

• Minimum 4 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 portfolios including asset allocation, portfolio construction, and compliance.
• Engages clients to review investment performance and market changes.
• Performs market analysis, gathers insights, and recommends strategies.
• Supports Portfolio Managers with portfolio composition analysis and policy statement quality.
• Manages and/or executes client investment transactions with portfolio management expertise.
• Coordinates with client teams to deliver integrated service and resolve issues.

Skills

Risk Management

Critical Thinking

Customer and Client Focus

Prioritization

Problem Solving

Attention to Detail

Business Acumen

Collaboration

Decision Making

Written Communications

Active Listening

Analytical Thinking

Networking

Organizational Effectiveness

Result Orientation

Education

High School Diploma / GED / Secondary School or equivalent

Job description

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for assisting the Portfolio Management team in providing integrated investment advice and portfolio management services. Key responsibilities include coordinating the internal delivery of investment services through the appropriate channels, seeking out new business opportunities from existing books of business, and assisting other service associates as needed. Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers.

Responsibilities:

• Supports aspects of the 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 anticipated market changes based on economic and industry analysis
• Performs market analysis, gathers insights, and recommends strategies to support client's investment goals
• Supports Portfolio Managers with conducting portfolio composition analysis, asset allocation monitoring, and ensuring investment policy statement quality and completeness
• Manages and/or executes client investment transactions, while leveraging expertise in portfolio management
• Coordinates with client teams and partners to deliver an integrated service to the client, while identifying and resolving issues in an effective and timely manner

Qualifications :

Minimum of 4 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

Skills:

• Risk Management
• Critical Thinking
• Customer and Client Focus
• Prioritization
• Problem Solving
• Attention to Detail
• Business Acumen
• Collaboration
• Decision Making
• Written Communications
• Active Listening
• Analytical Thinking
• Networking
• Organizational Effectiveness
• Result Orientation

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40