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Bank of America

Senior Portfolio Management Associate

Bank of America

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

Posted 9/16/2026full-timePonte Vedra Beach • Florida • United StatesSeniorWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in investment management, including asset allocation, portfolio construction, and risk management, while providing exceptional client service and support. Strong analytical and problem-solving skills are essential for market analysis and investment strategy recommendations.

Highest-signal resume keywords
Investment AdministrationRisk ManagementClient ServiceMarket AnalysisPortfolio Management

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Asset AllocationPortfolio ConstructionTrade ExecutionSecurity SelectionInvestment Reviews
Soft Skills
Critical ThinkingAttention to DetailCollaborationDecision MakingCustomer Focus
Industry Keywords
High Net Worth Client ServiceInvestment GoalsEconomic AnalysisComplianceBusiness Acumen

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, 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 effectively and timely

Requirements

What you’ll need
  • 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
  • High School Diploma / GED / Secondary School or equivalent
  • 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

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
  • 40 hours per week