Portfolio Management Senior Associate
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Job Location:
Atlanta, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
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 clients 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 desired
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Required Experience:
Senior IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
What would you like the power to do? At Bank of America, our purpose is to help make financial lives better through the power of every connection.
