Senior Portfolio Management Associate – Client Advisory

Bank of America; Charleston (SC); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America in Charleston, SC is seeking a detail-oriented professional to support the Portfolio Management team with integrated investment advice and portfolio services. You will coordinate internal delivery, work with client teams, and act as a backup for client-facing Portfolio Managers to ensure seamless service.

The role emphasizes asset allocation, performance reviews, market analysis, and collaboration with specialists to meet clients' goals.

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.

Responsibilities

• Supports portfolio aspects including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews.
• Engages clients to review investment performance and anticipated market changes based on analysis.
• Performs market analysis, gathers insights, and recommends strategies to support client investment goals.
• Supports Portfolio Managers with portfolio composition analysis, asset allocation monitoring, and ensuring investment policy statement quality and completeness.
• Manages and/or executes client investment transactions, leveraging portfolio management expertise.
• Coordinates with client teams and partners to deliver an integrated service and resolve issues promptly.

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

BS/BA degree in Business, Finance, Economics or Law desired

Job description

Bank of America in Charleston, SC is seeking a detail-oriented professional to support the Portfolio Management team with integrated investment advice and portfolio services. You will coordinate internal delivery, work with client teams, and act as a backup for client-facing Portfolio Managers to ensure seamless service.

The role emphasizes asset allocation, performance reviews, market analysis, and collaboration with specialists to meet clients' goals.