Portfolio Management Senior Associate
Bank of America · Norfolk, VA · 2 mo ago
FinanceFull-time
Responsibilities
- Supports aspects of the client portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
- Affords clients the opportunity 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
- Serves as a backup for client-facing Portfolio Managers by supporting 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
- Collaborates with client teams and partners to deliver an integrated service to the client, while identifying and resolving issues in an effective and timely manner
Qualifications
- 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
Skills
- 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
Minimum Education Requirement
High School Diploma / GED / Secondary School or equivalent
Shift
1st shift (United States of America)
Hours Per Week
40