Senior Portfolio Advisory & Investment Support

Bank of America; Charleston (SC); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America is seeking an Associate to support the Portfolio Management team with integrated investment services and client-focused portfolio management. You will coordinate delivery through the right channels, assist in business development within existing books, and act as a backup for client-facing Portfolio Managers.

You will participate in asset allocation, portfolio construction, and risk management activities, while engaging clients on performance and market insights to help meet

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 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

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

BS/BA in Business, Finance, Economics or Law

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking an Associate to support the Portfolio Management team with integrated investment services and client-focused portfolio management. You will coordinate delivery through the right channels, assist in business development within existing books, and act as a backup for client-facing Portfolio Managers.

You will participate in asset allocation, portfolio construction, and risk management activities, while engaging clients on performance and market insights to help meet