Portfolio Management Senior Associate (PMSA), Institutional - Military Veterans
at Bank of America
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Portfolio Management Senior Associate (PMSA), Institutional -
This job is responsible for assisting the Portfolio Management team in providing integrated investment advice and portfolio management services. Key responsibilities include coordinating the internal delivery of investment services through the appropriate channels, seeking out new business opportunities from existing books of business, and assisting other service associates as needed. Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers.
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
Skills :
- Critical Thinking
- Customer and Client Focus
- Prioritization
- Problem Solving
- Risk Management
- Attention to Detail
- Business Acumen
- Collaboration
- Decision Making
- Written Communications
- Active Listening
- Analytical Thinking
- Networking
- Organizational Effectiveness
- Result Orientation
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Boston, MA
You’ve led troops, now help lead your community
As a leader in the military, you motivated troops to get the job done. We value your ability to influence change and encourage you to continue that influence here and in our communities. Our Military Affairs Team proudly supports veterans in our communities through education and volunteer events. Together, we can create better communities and a brighter future for us all.
First you fought for the American dream, now you can guide its future
You joined the military to protect a nation and its people. Let the same passion for making a difference lead you to a new career. At Bank of America, we’re proud that more than 6,800 veterans work for us. They’ve discovered that their desire to help others didn’t end with their service. Here, you’ll help our customers and clients connect to better financial lives.