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Portfolio Management Senior Associate
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Based on South Carolina data
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What they do
An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$91,036 / year median in South Carolina
+1% projected growth
Job Description
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 desiredSkills:
- 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