Senior Portfolio Management Associate

Bank of America

. Assist the Portfolio Management team in providing integrated investment advice and portfolio management services .

Posted 10/16/2026full-timeMount Pleasant • South Carolina • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in investment management, client service, and portfolio analysis, with a strong focus on high net worth clients. Proficient in market analysis, asset allocation, and compliance to support clients' investment objectives.

Highest-signal resume keywords

Investment ManagementClient ServicePortfolio AnalysisMarket AnalysisRisk Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Portfolio ConstructionAsset AllocationTrade ExecutionInvestment ReviewsSecurity SelectionComplianceInvestment AdministrationEconomic AnalysisClient TransactionsInvestment Policy Statement

Soft Skills

CommunicationCollaborationProblem-SolvingClient EngagementTeam Support

Industry Keywords

High Net Worth ClientsFinancial InstitutionInvestment StrategiesClient Service DeliverySales Opportunities

About the role

Key responsibilities & impact

Assist the Portfolio Management team in providing integrated investment advice and portfolio management services
Coordinate internal delivery of investment services through appropriate channels
Seek new business opportunities from existing books of business
Assist other service associates as needed
Serve as an additional point of contact for clients and/or backup for client-facing Portfolio Managers
Support client portfolios including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
Engage clients to review investment performance and anticipated market changes based on economic and industry analysis
Perform market analysis, gather insights, and recommend strategies supporting clients’ investment goals
Support Portfolio Managers with portfolio composition analysis, asset allocation monitoring, and investment policy statement quality and completeness
Manage and/or execute client investment transactions
Coordinate with client teams and partners to deliver integrated client service and resolve issues

Requirements

What you’ll need

Minimum of 2 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
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)
40 hours per week

Benefits

Comp & perks

Inclusive workplace commitment
Opportunities to learn, grow, and make an impact
Support for teammates’ physical, emotional, and financial wellness
Recognition and rewards for performance
In-office culture with role-specific flexibility