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Portfolio Oversight Manager I

Pennington, New Jersey

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Portfolio Oversight Manager I -

The incumbent manages the day to day investment oversight responsibilities for his/her assigned book of business, inclusive of IPS, Reg 9, AAM and continuous monitoring. The POM, under the guidance of a Senior POM, is responsible for determining an appropriate investment action plan and monitoring adherence. The POM, working in consultation with the Senior POM and/or their Portfolio Oversight Director, is available to business partners, Trust Specialists, TOs, FAs, etc., for questions during the manager selection process for new accounts and/or investment manager changes. Incumbent is an investment professional who demonstrates knowledge of firm products and solutions as well as the ability to oversee a book of business with keen attention to detail. He/she has a proven track record of keeping exceptions to a minimum. He/she also demonstrates strong interpersonal skills with the ability to partner with a diverse group of constituents in order to bring about optimum outcomes and increased client satisfaction.

Qualifications :

A minimum of 3-5 years of experience in the financial services industry. Knowledge of fiduciary and financial products and services Strong communications skills, personal drive and initiative, and a high degree of professionalism. . Undergraduate degree in Finance, Accounting, Economics or equivalent preferred as well as progress toward designations such as CPA, CFP, CFA, CIMA, CAIA and/or MBA.

Skills :

• Advisory

• Collaboration

• Influence

• Issue Management

• Risk Management

• Account Management

• Attention to Detail

• Decision Making

• Due Diligence

• Written Communications

• Active Listening

• Adaptability

• Controls Management

• Oral Communications

• Research

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .