Senior Portfolio Strategy & Client Service Associate

Bank of America; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America in New York, NY seeks a Portfolio Management Assistant to support integrated investment services and client portfolios. You will coordinate internal delivery, seek new business opportunities, and assist client-facing Portfolio Managers as needed.

Responsibilities include asset allocation support, trade execution, and performance reviews, with a focus on risk management and timely issue resolution. Strong communication and analytical skills are essential.

Qualifications

• Minimum 4 years of experience with a financial institution focusing on high net worth client service.
• 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 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

Bank of America in New York, NY seeks a Portfolio Management Assistant to support integrated investment services and client portfolios. You will coordinate internal delivery, seek new business opportunities, and assist client-facing Portfolio Managers as needed.

Responsibilities include asset allocation support, trade execution, and performance reviews, with a focus on risk management and timely issue resolution. Strong communication and analytical skills are essential.