Bank of America

ISG Portfolio Analyst

Bank of America

Atlanta, GA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a detail-oriented individual with a strong analytical mindset? Do you have a passion for financial services and thrive in a fast-paced environment? Bank of America is seeking a highly skilled ISG Portfolio Analyst to join our team. As an integral member of our Investment Solutions Group, you will play a crucial role in supporting our portfolio management efforts. In this role, you will have the opportunity to utilize your expertise and contribute to the success of our organization. If you possess the required qualifications and are driven to excel in your career, we encourage you to apply for this exciting opportunity.

  1. Analyze and monitor portfolio performance and provide in-depth analysis and recommendations to support portfolio management decisions.
  2. Conduct research and gather data to support investment strategies and initiatives.
  3. Collaborate with cross-functional teams to ensure accurate and timely reporting of portfolio performance.
  4. Identify and communicate potential risks and opportunities within the portfolio to senior management.
  5. Utilize analytical tools and techniques to identify trends and patterns in portfolio data.
  6. Develop and maintain financial models to assist in portfolio management and forecasting.
  7. Ensure compliance with regulatory requirements and internal policies.
  8. Proactively identify areas for process improvement and make recommendations for streamlining processes.
  9. Provide support and assistance to senior portfolio managers in executing investment strategies.
  10. Stay current with industry trends and market developments to inform portfolio management decisions.
  11. Develop and maintain strong relationships with internal stakeholders and external partners.
  12. Work with investment advisors and clients to understand their needs and provide tailored solutions.
  13. Participate in training and development opportunities to enhance skills and knowledge in financial services.
  14. Maintain accurate records and documentation to support portfolio management decisions.
  15. Adhere to strict confidentiality and security protocols to protect sensitive information.
Where is this job?
This job is located at Atlanta, GA, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business, Or Related Field.

  • Minimum Of 3 Years Experience In Portfolio Analysis Or Investment Management.

  • Strong Knowledge And Understanding Of Financial Markets And Investment Products.

  • Proficiency In Data Analysis And Modeling, With Experience In Bloomberg Or Other Financial Software.

  • Excellent Communication And Presentation Skills, With The Ability To Effectively Communicate Complex Financial Information To Stakeholders.

Required Skills
  • Risk Management

  • Financial Analysis

  • Data Analysis

  • Communication

  • Portfolio Management

  • Risk assessment

  • Performance monitoring

  • Market trends

  • Asset allocation

  • Excel proficiency

  • Investment Strategies

  • Research and Reporting

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a ISG Portfolio Analyst in Atlanta, GA, USA is $70,000 - $120,000 per year. This range can vary depending on factors such as experience, education, and specific job responsibilities.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedAugust 12th, 2024
Apply BeforeNovember 16th, 2025
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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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