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Portfolio Management Senior Associate (Palo Alto, CA)

Company: Bank of America
Location: Palo Alto
Posted on: November 12, 2021

Job Description:

Job Description:

Summary of Position :
The Portfolio Management Senior Associate (PMSA) is a specialist role that has primary responsibility for assisting the Portfolio Managers in providing integrated investment advice and portfolio management services. PMSAs are investment product experts who act as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers.
The PMSA will coordinate the internal delivery of investment services through the appropriate channels within the CIO groups. Additionally, PMSAs will seek out new business opportunities from existing books of business and assist other service associates as needed.

Responsibilities :
In addition to the ability to deliver generalist support, part of the Client Team actively supporting Portfolio Managers to meet clients' trust needs and expectations
Support Portfolio Manager with portfolio composition analysis and in achieving asset allocation monitoring, investment policy statement quality and completeness
Responsible for: Client Presentations (i.e. Asset Allocation and Performance Reporting)
Investment Policy Statement Create, Update & Affirm
Trading
Account Re-balancing
Daily Monitoring (Non-Policy / BAC / Client-Directed Sale, etc.)
Compliance clean-ups
Reg. 9
Asset Allocation Monitoring, Portfolio Analysis and Stochastic Modeling
Idea Generation
Market & Platform Research
Administrative dues as required
Ensuring management of concentration documentation

Assist in developing and/or delivering solution specific investment proposals
Proactivity identify deepening opportunities while performing existing responsibilities and engaging in meaningful interactions
Leverage experience and deep expertise to manage and/or execute client investment transactions
Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions
Coordinate with Client Teams and partner to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner
---Ensure adherence to all internal policies and compliance to legal and regulatory requirements

Qualifications : Minimum of 4-5 years experience with a financial institution focusing on high net worth client service and sales
Ability to successfully complete assessment of critical skills
BS/BA degree in Business, Finance, Economics or Law desired
Ability to obtain and maintain SAFE Act registration

Job Band:
H6

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
--> Job Description:

Summary of Position :
The Portfolio Management Senior Associate (PMSA) is a specialist role that has primary responsibility for assisting the Portfolio Managers in providing integrated investment advice and portfolio management services. PMSAs are investment product experts who act as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers.
The PMSA will coordinate the internal delivery of investment services through the appropriate channels within the CIO groups. Additionally, PMSAs will seek out new business opportunities from existing books of business and assist other service associates as needed.

Responsibilities :
In addition to the ability to deliver generalist support, part of the Client Team actively supporting Portfolio Managers to meet clients' trust needs and expectations
Support Portfolio Manager with portfolio composition analysis and in achieving asset allocation monitoring, investment policy statement quality and completeness
Responsible for: Client Presentations (i.e. Asset Allocation and Performance Reporting)
Investment Policy Statement Create, Update & Affirm
Trading
Account Re-balancing
Daily Monitoring (Non-Policy / BAC / Client-Directed Sale, etc.)
Compliance clean-ups
Reg. 9
Asset Allocation Monitoring, Portfolio Analysis and Stochastic Modeling
Idea Generation
Market & Platform Research
Administrative dues as required
Ensuring management of concentration documentation

Assist in developing and/or delivering solution specific investment proposals
Proactivity identify deepening opportunities while performing existing responsibilities and engaging in meaningful interactions
Leverage experience and deep expertise to manage and/or execute client investment transactions
Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions
Coordinate with Client Teams and partner to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner
---Ensure adherence to all internal policies and compliance to legal and regulatory requirements

Qualifications : Minimum of 4-5 years experience with a financial institution focusing on high net worth client service and sales
Ability to successfully complete assessment of critical skills
BS/BA degree in Business, Finance, Economics or Law desired
Ability to obtain and maintain SAFE Act registration

Job Band:
H6

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
Job Description: Summary of Position :
The Portfolio Management Senior Associate (PMSA) is a specialist role that has primary responsibility for assisting the Portfolio Managers in providing integrated investment advice and portfolio management services. PMSAs are investment product experts who act as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers.
The PMSA will coordinate the internal delivery of investment services through the appropriate channels within the CIO groups. Additionally, PMSAs will seek out new business opportunities from existing books of business and assist other service associates as needed.

Responsibilities :
In addition to the ability to deliver generalist support, part of the Client Team actively supporting Portfolio Managers to meet clients' trust needs and expectations
Support Portfolio Manager with portfolio composition analysis and in achieving asset allocation monitoring, investment policy statement quality and completeness
Responsible for: Client Presentations (i.e. Asset Allocation and Performance Reporting)
Investment Policy Statement Create, Update & Affirm
Trading
Account Re-balancing
Daily Monitoring (Non-Policy / BAC / Client-Directed Sale, etc.)
Compliance clean-ups
Reg. 9
Asset Allocation Monitoring, Portfolio Analysis and Stochastic Modeling
Idea Generation
Market & Platform Research
Administrative dues as required
Ensuring management of concentration documentation

Assist in developing and/or delivering solution specific investment proposals
Proactivity identify deepening opportunities while performing existing responsibilities and engaging in meaningful interactions
Leverage experience and deep expertise to manage and/or execute client investment transactions
Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions
Coordinate with Client Teams and partner to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner
---Ensure adherence to all internal policies and compliance to legal and regulatory requirements

Qualifications : Minimum of 4-5 years experience with a financial institution focusing on high net worth client service and sales
Ability to successfully complete assessment of critical skills
BS/BA degree in Business, Finance, Economics or Law desired
Ability to obtain and maintain SAFE Act registration

Shift:
1st shift (United States of America) Hours Per Week:
40

Keywords: Bank of America, Palo Alto , Portfolio Management Senior Associate (Palo Alto, CA), Executive , Palo Alto, California

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