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Portfolio Management Senior Associate – Private Bank
| Company | Bank of America |
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| Location | Plainview, NY, USA |
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| Salary | $30.46 – $46.63 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level |
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Requirements
- 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
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 client’s 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
Preferred Qualifications
- 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
