Investment Oversight Manager

Bank of America

. Conduct oversight activities within the division .

Posted 9/15/2026full-timeNew York City • California • United StatesMid-LevelSenior💰 $84,600 - $116,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment risk management, portfolio management, and compliance, with a strong focus on applying fiduciary standards and asset allocation principles. Capable of analyzing investment oversight processes and facilitating risk-mitigating solutions while ensuring adherence to governance requirements.

Highest-signal resume keywords

Investment Risk ManagementPortfolio ManagementFiduciary StandardsRegulatory ComplianceData Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Products KnowledgeAsset Allocation PrinciplesPortfolio ConstructionAnalytical SkillsProblem-Solving SkillsDecision-Making Skills

Soft Skills

Excellent Communication SkillsAbility to Manage Multiple Priorities

Tools & Technologies

Microsoft Office ApplicationsData Analysis Tools

Industry Keywords

Investment ManagementFiduciary AdministrationComplianceGovernance StandardsInvestment Policy Statements

About the role

Key responsibilities & impact

Conduct oversight activities within the division
Remediate risk issues
Provide subject matter expertise to division and market leaders on investment risk matters
Ensure Private Bank policies are applied consistently across portfolios
Manage risk processes including Reg 9, Asset Allocation Monitoring, Investment Policy Statements, and Daily Monitoring of Security Exceptions
Review, analyze, and approve investment oversight exceptions according to policies, procedures, and governance standards
Advise Portfolio Managers, Market Investment Executives, and stakeholders on investment policy interpretation and exception management
Respond to inquiries about investment oversight processes, monitoring results, and governance requirements
Facilitate discussions with business partners to develop risk-mitigating solutions while maintaining compliance

Requirements

What you’ll need

4+ years of experience in investment management, portfolio management, fiduciary administration, investment risk management, compliance, or related financial services roles
Knowledge of investment products, asset allocation principles, portfolio construction, and fiduciary standards
Strong analytical, problem-solving, and decision-making skills
Excellent written and verbal communication skills
Ability to manage multiple priorities in a fast-paced environment
Proficiency in Microsoft Office applications and data analysis tools
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
FDIC hiring restrictions apply to specified criminal history
40 hours per week
First shift

Benefits

Comp & perks

Inclusive workplace culture
Physical, emotional, and financial wellness support
Affordable, competitive, and flexible benefits
Opportunities to learn, grow, and build a career
Annual discretionary incentive plan eligibility
Paid time off
Resources and support to make an impact