Back to search results Portfolio Management Senior Associate (PMSA), Private Banking Clayton, Missouri Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge 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! Portfolio Management Senior Associate (PMSA), Private Bank, Clayton, MO -The Portfolio Management Senior Associate (PMSA) is a specialist role that has primary responsibility for assisting the Portfolio Manager(s) 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.Job Description:In addition to the ability to deliver generalist support and as part of the Client Team, actively support Portfolio Managers to meet clients' investment needs and expectationsSupport Portfolio Managers with portfolio composition analysis and in achieving asset allocation monitoring, investment policy statement quality and completenessResponsible for:Client Presentations (i.e. Asset Allocation and Performance Reporting)Investment Policy Statement Create, Update & AffirmTradingAccount Re-balancingDaily Monitoring (Non-Policy / BAC / Client-Directed Sale, etc.)Compliance clean-upsReg. 9Asset Allocation Monitoring, Portfolio Analysis and Stochastic ModelingIdea GenerationMarket & Platform ResearchAdministrative dues as requiredEnsuring management of concentration documentationAssist in developing and/or delivering solution specific investment proposalsProactively identify deepening opportunities while performing existing responsibilities and engaging in meaningful interactionsLeverage experience and deep expertise to manage and/or execute client investment transactionsParticipate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactionsCoordinate with Client Teams and partner to deliver an integrated service to the client and identify and resolve issues in an effective and timely mannerEnsure adherence to all internal policies and compliance to legal and regulatory requirementsQualifications:Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and salesAbility to successfully complete assessment of critical skillsBS/BA degree in Business, Finance, Economics or Law desiredAbility to obtain and maintain SAFE Act registrationThis 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 reviewsAssists with engaging clients to review investment performance and anticipated market changes based on economic and industry analysisPerforms market analysis, gathers insights, and recommends strategies to support client's investment goalsSupports Portfolio Managers with conducting portfolio composition analysis, asset allocation monitoring, and ensuring investment policy statement quality and completenessManages and/or executes client investment transactions, while leveraging expertise in portfolio managementCoordinates 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 ThinkingCustomer and Client FocusPrioritizationProblem SolvingRisk ManagementAttention to DetailBusiness AcumenCollaborationDecision MakingWritten CommunicationsActive ListeningAnalytical ThinkingNetworkingOrganizational EffectivenessResult OrientationMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentFor internal employees: participation in a work from home posture does not make you eligible to post.Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26015237 Manages People: No Travel: No Age requirement: Must at least be 18 years of age. Share: Save job Job saved