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:

The Chief Investment Office centrally manages model portfolios with approximately $340 billion in assets under management (AUM), spanning fixed income, equities, and multi-asset strategies for Financial Advisors and Private Bank Portfolio Managers. These model portfolios are designed to optimize the investment process by aligning with our investment outlook across strategic and tactical asset allocation, sector and security selection, and thematic investing.

The selected candidate will play a key role in scaling and improving workflows to accommodate future growth and expanding portfolios in the Chief Investment Office. Core responsibilities include delivering high-touch service and high-quality deliverables to portfolio managers and internal business partners, streamlining interactions among diverse systems, and developing innovative analyses, models, and tools that provide accessible insights to senior leaders and portfolio managers for timely decision-making.

Support daily oversight of CIO-managed model portfolios, ensuring portfolios remain aligned with stated investment objectives and firm guidelines
Develop and maintain tools, dashboards, and analytical frameworks to monitor portfolio exposures, performance, and risk metrics
Collaborate with portfolio managers, analysts, and internal business partners to deliver high-quality insights and reports that support timely decision-making
Identify opportunities to improve operational efficiency and implement process enhancements across portfolio oversight workflows
Perform data analysis and develop code in R, Python, SQL, or Excel to support both Shiny applications and management reporting, leveraging modern development practices such as version control, unit testing, and CI/CD pipelines to ensure code quality and efficient deployment
Leverage FactSet to manage model portfolios, analyze performance and risk with PA and SPAR, and build data pipelines via Portfolio Batcher and APIs
Troubleshoot and resolve issues related to data quality, system integrations, or portfolio analytics
Assist in preparing materials for senior leadership, articulating complex information in a clear and concise manner
Contribute to risk management efforts by proactively identifying, escalating, and mitigating potential issues
Participate in ad hoc projects and initiatives supporting the evolving needs of the Chief Investment Office

Required Qualifications:

Degree from a competitive university in a quantitative field. Series 7 & 66 or ability to obtain within 120 days.
Proven ability to think on your feet, adapt quickly to change, and take initiative
Strong problem-solving skills and a passion for learning and acquiring new knowledge
Excellent communication skills, both written and verbal, with the ability to articulate thoughts and complex ideas clearly, concisely, and simply
Collaborative team player who embraces challenges and takes responsibility seriously
Ability to multitask and work independently with minimal supervision
Proficiency in coding with R, Python, or SQL; strong Excel data skills (such as Power Query) or Excel VBA experience are also valued

Desired Skills:

8+ years of relative financial experience
Demonstrates strong risk awareness and proactively escalates concerns to maintain robust portfolio oversight
Embraces continuous learning, shows intellectual curiosity, and adapts quickly in a dynamic environment
Communicates clearly and tactfully, adjusting style to connect effectively with diverse stakeholders, including senior leaders
Collaborates seamlessly across teams, building partnerships and contributing to shared goals
Takes initiative and drives operational excellence by delivering timely, innovative solutions
Possesses business acumen and understands asset allocation, portfolio construction, and manager selection, and how these contribute to portfolio performance

Minimum Education Requirement: Bachelor s degree in related field or equivalent work experience

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