Portfolio Management Senior Associate

3 weeks ago


Boston, Massachusetts, United States Bank of America Full time
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) -
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: Null

Shift:
1st shift (United States of America)

Hours Per Week:
40
  • Portfolio Analyst

    1 week ago


    Boston, Massachusetts, United States Geode Capital Management Full time

    Geode Capital Management, LLC is seeking an experienced Portfolio Analyst to join our Quantitative Research & Portfolio Analytics team. The Portfolio Analyst is responsible for conducting a wide variety of equity portfolio analysis including performance, attribution, time series and return decomposition/factors related tasks. The role reports directly to the...


  • Boston, Massachusetts, United States TSNE Full time

    Overview TSNE ( ) is working to build to a more just, equitable society. We do this by providing capacity building services, consulting and training services, and operational support for hundreds of nonprofits, foundations, community-based groups, and others working for social change. We are partners and colleagues working collaboratively to support areas...


  • Boston, Massachusetts, United States TSNE Full time

    Overview TSNE ( ) is working to build to a more just, equitable society. We do this by providing capacity building services, consulting and training services, and operational support for hundreds of nonprofits, foundations, community-based groups, and others working for social change. We are partners and colleagues working collaboratively to support areas...


  • Boston, Massachusetts, United States Appex Full time

    About Appex At Appex, we turn world-class apps into world-class businesses. We're a fast growing mobile app investing, operating, and innovation platform. We partner with the best app entrepreneurs and take their products to the next level. We love to build and are continually developing new products and services to revolutionize the mobile ecosystem. We are...


  • Boston, Massachusetts, United States Bank of America Full time

    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...


  • Boston, Massachusetts, United States Cornerstone OnDemand Full time

    Associate Director, Portfolio Revenue Analytics About the role... Cornerstone is seeking for a self-motivated, numbers-driven, and confident Associate Director, Revenue Analytics to join a fast-growing collaborative team. Instrumental to the success of our revenue growth, the Associate Director will lead portfolio revenue analytics, surface...


  • Boston, Massachusetts, United States Cerevel Therapeutics Full time

    Our portfolio of pre-commercial neuroscience assets targets a broad range of central nervous system (CNS) disorders, including schizophrenia, epilepsy, Parkinson's disease and substance use disorder.This is an exciting role for a Senior Associate lab scientist to be part of the growing DMPK (Bioanalytical) group here at Cerevel.The ideal candidate will be...


  • Boston, Massachusetts, United States Fidelity Investments Full time

    Job Description: The Role We are seeking a VP, Systematic Liquid Alternatives Portfolio Construction Technology to join our Quantitative Research & Investments Technology (QRIT) team. This role will be responsible for designing and developing new systematic portfolio construction / implementation applications and technologies for liquid alternatives for...

  • M&A Senior Associate

    2 weeks ago


    Boston, Massachusetts, United States Selby Jennings Full time

    M&A Senior Associate will be responsible for:Executing transactions for clients in the Industrials Sector.Perform analysis on potential mergers and acquisitions of companies in the Architecture, Construction, and Engineering space.Be creative in the support of senior leadership with innovative ideas and visual analyses.M&A Senior Associate should have the...

  • LMM PE Associate/VP

    4 weeks ago


    Boston, Massachusetts, United States Selby Jennings Full time

    Job Overview: We are seeking a talented and motivated Investment Associate and VP to join our team and play a key role in evaluating, executing, and managing investment opportunities in the lower middle market. The ideal candidate will have a strong analytical mindset, exceptional financial modeling skills, and a passion for uncovering value in dynamic...


  • Boston, Massachusetts, United States Bank of America Full time

    Job Description:The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on...

  • Associate Actuary

    1 month ago


    Boston, Massachusetts, United States Fidelity Investments Full time

    Job Description:ActuaryFidelity Investments Life Insurance (FILI) is looking for an Associate Actuary to help drive our future state Enterprise Risk Management Program. Be part of a diverse team that identifies, analyzes, evaluates and manages balance sheet risks of Fidelity Investments' life and annuity insurance company.The RoleAs Associate Actuary, you...

  • Associate Actuary

    1 month ago


    Boston, Massachusetts, United States Fidelity Investments Full time

    Job Description:Fidelity Investments Life Insurance (FILI) is looking for an Associate Actuary to help drive our annuity product development and pricing initiatives. Join a diverse team that builds, promotes, and supports Fidelity's outstanding future state experience.The RolePrice and design annuity productsConduct cost/benefit analysis, sensitivity...


  • Boston, Massachusetts, United States Adecco Staffing, USA Full time

    Adecco is assisting our client in hiring a Contract Associate Manager. This position is a remote position but candidates must live in one of the following states: PA, NJ, CT, MA. Pay is $60 an hour. Please see below for more details, if you think you would be a good fit I would love to discuss further. Contract Specialists assist with managing clients in a...


  • Boston, Massachusetts, United States Fidelity Investments Full time

    Job Description:The Role This Senior Manager role is a member of the Fidelity Wealth Finance Decision Support and Analytics Team, a Center of Excellence (CoE) delivering impactful and insightful financial analysis to our business partners. The primary objective of the role will be to lead a broad range of analytics, financial management, and strategic...

  • Sr. Manager, Finance

    2 weeks ago


    Boston, Massachusetts, United States Fidelity Investments Full time

    Job Description:The Role Are you interested in supporting financial analysis for the Asset Management Tech (AMT) 2,000 person, $400M portfolio across 9 different business domains in three different countries? Asset Management has been adding products and services over the last three years like never before which requires new or expanded technology capability...


  • Boston, Massachusetts, United States Ginkgo Bioworks Full time

    Reporting to the Vice President of Commercial Operations, Ginkgo seeks an experienced leader for the Pharma Enterprise Accounts Alliance Management team. As head of this team, you will both define the vision for this emerging team, and lead efforts to manage Ginkgo's biggest and most strategically important relationships in the therapeutics and vaccines...


  • Boston, Massachusetts, United States Seismic Software Full time

    Please be aware we have noticed an increase in hiring scams potentially targeting Seismic candidates. Read our full statement on our Career's page.Seismic, a rapidly growing Forbes Cloud 100 company, is the global leader in enablement, helping make sales teams better by becoming more productive and engaging with buyers in a compelling way. Seismic's platform...


  • Boston, Massachusetts, United States American International Group, Inc. Full time

    Who we areAmerican International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 years of experience, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement solutions, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings...


  • Boston, Massachusetts, United States Leland Shaw Full time

    Fast-growing, global management consulting firm specific to the Asset and Wealth Management segments within financial services is growing out their North American team, and has full-time opportunities for experienced consultants at the junior through senior levels. Seeking both all-around consulting athletes with varied project experience in asset or wealth...