Senior Portfolio Management & Client Advisor

Bank of America; Boston (MA); On-site; USD 63,000 - 100,000; Full time

Benefits offered by this job

Discretionary incentive plan

Benefits eligible

Job summary

Bank of America in Boston is seeking a Portfolio Management support professional to assist in delivering integrated investment services and coordinating client portfolios. You will engage clients, review performance, and analyze markets to guide investment decisions.

The role requires at least 4 years in financial services, strong analytical skills, and the ability to work with portfolio managers and client teams in a fast-paced environment. In-office role with some flexibility and 40-hour weeks.

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 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

High School Diploma / GED / Secondary School or equivalent

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

Job description

Bank of America in Boston is seeking a Portfolio Management support professional to assist in delivering integrated investment services and coordinating client portfolios. You will engage clients, review performance, and analyze markets to guide investment decisions.

The role requires at least 4 years in financial services, strong analytical skills, and the ability to work with portfolio managers and client teams in a fast-paced environment. In-office role with some flexibility and 40-hour weeks.