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Portfolio Oversight Associate - Providence, RI - Full-time / Part-time
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Providence, RI Providence, Rhode Island |
About this job
Job Description:
Business Overview
U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.
Job Description
Assists the Portfolio Oversight Manager 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 to review and takes additional steps as directed by the POM. POA performs documents and validates initial investment manager change requests in advance of POM review and approval.
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
Posting Date: 12/06/2017
Location: Providence, RI, 100 WESTMINSTER ST (RI1536), - United States
Travel: No
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift
Business Overview
U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.
Job Description
Assists the Portfolio Oversight Manager 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 to review and takes additional steps as directed by the POM. POA performs documents and validates initial investment manager change requests in advance of POM review and approval.
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
Posting Date: 12/06/2017
Location: Providence, RI, 100 WESTMINSTER ST (RI1536), - United States
Travel: No
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift