Portfolio Management Senior Associate
Company: Bank of America
Location: Atlanta
Posted on: April 1, 2026
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Job Description:
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. We do this by driving Responsible Growth and
delivering for our clients, teammates, communities and shareholders
every day. Being a Great Place to Work is core to how we drive
Responsible Growth. This includes our commitment to being an
inclusive workplace, attracting and developing exceptional talent,
supporting our teammates’ physical, emotional, and financial
wellness, recognizing and rewarding performance, and how we make an
impact in the communities we serve. Bank of America is committed to
an in-office culture with specific requirements for office-based
attendance and which allows for an appropriate level of flexibility
for our teammates and businesses based on role-specific
considerations. At Bank of America, you can build a successful
career with opportunities to learn, grow, and make an impact. Join
us! Job Description: 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 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
Keywords: Bank of America, Chattanooga , Portfolio Management Senior Associate, Accounting, Auditing , Atlanta, Tennessee
