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Senior Portfolio Management Associate
Bank of America. Assist the Portfolio Management team in providing integrated investment advice and portfolio management services .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in portfolio management, investment analysis, and client engagement, with a strong focus on risk management and compliance. Proven ability to support high net worth clients through effective communication, problem-solving, and strategic decision-making.
Highest-signal resume keywords
Portfolio ManagementInvestment AnalysisRisk ManagementClient EngagementFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment AdministrationAsset AllocationPortfolio ConstructionTrade ExecutionMarket Analysis
Soft Skills
Critical ThinkingAttention to DetailProblem SolvingCollaborationDecision Making
Industry Keywords
High Net Worth Client ServiceInvestment PerformanceEconomic 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 client contact 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
- Assist with client engagement to review investment performance and anticipated market changes based on economic and industry analysis
- Perform market analysis, gather insights, and recommend strategies to support 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
- Identify and resolve issues effectively and promptly
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 availability
- Ability to work 40 hours per week
- 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- Opportunities to learn, grow, and make an impact
- Inclusive workplace
- Support for teammates’ physical, emotional, and financial wellness
- Recognition and rewards for performance
- In-office culture with an appropriate level of role-specific flexibility