Portfolio Oversight Associate at Bank of America

Job description

Job Description

Assists the POM in performing the investment oversight tasks related to an assigned book of accounts, inclusive of IPS, Reg 9, AAM and continuous monitoring. POA performs initial review of exception items and works with internal partners to clear items where possible. In cases where an exception will persist, the POA develops the initial action plan for the POM's review and takes additional steps as directed by the POM.

Required Skills

• 2+ years of investment experience in a client facing support role
• 1+ year of asset allocation experience
• A team player with excellent communication skills, computer proficiency and high level of professionalism.
• Proficiency in MS Office applications, with advanced knowledge of Excel and PowerPoint a strong plus.
• Strong organizational skills and initiative with systematic follow-up.
• Must have an undergraduate degree in Finance, Accounting, Economics or equivalent; capable