[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All Bank of America jobs](https://jobs.opennash.com/companies/bank-of-america/) · [Search jobs](/search/)

Bank of America · Mount Pleasant +1 more

# Portfolio Management Senior Associate

Mount Pleasant +1 more Full-time Senior individual contributor Executive & Management 

Listed on Bank of America’s official careers site. Posted October 16, 2026. Check that it is still open and apply there.
[Apply on Bank of America’s careers site →](https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Mount-Pleasant/Portfolio-Management-Senior-Associate_26038240-1)

[OpenNash Jobs](https://jobs.opennash.com/) / [Bank of America](https://jobs.opennash.com/companies/bank-of-america/) / Portfolio Management Senior Associate

## Job description

### 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!

This job is responsible for assisting the Portfolio Management team in providing integrated investment advice and portfolio management services. Key responsibilities include coordinating the internal delivery of investment services through the appropriate channels, seeking out new business opportunities from existing books of business, and assisting other service associates as needed. Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers.

### Responsibilities
- Supports aspects of the client portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
- Assists with engaging clients to review investment performance and anticipated market changes based on economic and industry analysis
- Performs market analysis, gathers insights, and recommends strategies to support client's investment goals
- Supports Portfolio Managers with conducting portfolio composition analysis, asset allocation monitoring, and ensuring investment policy statement quality and completeness
- Manages and/or executes client investment transactions, while leveraging expertise in portfolio management
- Coordinates with client teams and partners to deliver an integrated service to the client, while identifying and resolving issues in an effective and timely manner Qualifications: Minimum of 2 years of experience with a financial institution focusing on high net worth client service and sales Investment administration experience desired BS/BA degree in Business, Finance, Economics or Law desired Skills:
- Risk Management
- Critical Thinking
- Customer and Client Focus
- Prioritization
- Problem Solving
- Attention to Detail
- Business Acumen
- Collaboration
- Decision Making
- Written Communications
- Active Listening
- Analytical Thinking
- Networking
- Organizational Effectiveness
- Result Orientation

### Minimum Education

Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America)

### Hours Per Week

40

## At a glance
- Posted by the employer: Oct 16, 2026
- First seen by OpenNash: Oct 18, 2026
- Last checked: Oct 18, 2026
- Listed for: 2 days
- Location: Mount Pleasant +1 more
- Employment type: Full-time[Apply on Bank of America’s careers site →](https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Mount-Pleasant/Portfolio-Management-Senior-Associate_26038240-1)

## More jobs at Bank of America

### [Associate Regional Director](https://jobs.opennash.com/companies/bank-of-america/jobs/c73a1a65b5127fb50ee7/)

### [Executive Protection Manager Charlotte, NC](https://jobs.opennash.com/companies/bank-of-america/jobs/3e6de84e19ec12ed3f2d/)

Charlotte

### [Executive Wealth Services Advisor](https://jobs.opennash.com/companies/bank-of-america/jobs/3afb7b683cfb6a7353bc/)

### [GFC Manager - Detection Transformation Management](https://jobs.opennash.com/companies/bank-of-america/jobs/f9b41dedc6a3264a5400/)

### [GFC Threat Identification & Liaison Executive](https://jobs.opennash.com/companies/bank-of-america/jobs/b7e9eb453cfcfa62a334/)

## Similar jobs at other companies

### [Corporate Banking Director, Portfolio Management](https://jobs.opennash.com/companies/huntington-bank/jobs/e7261cc5140f9f0a56f8/)

Huntington Bank · Columbus, OH

### [Portfolio Management Analyst - Investment Strategy](https://jobs.opennash.com/companies/aegon/jobs/42a40132af3a70e68543/)

Aegon · Cedar Rapids, Iowa

### [Associate Director - Diversified Industries, Portfolio Management](https://jobs.opennash.com/companies/huntington-bank/jobs/f1e99f45e7ba1ec7e7bf/)

Huntington Bank · Columbus, OH

### [Wealth Management, Institutional Investment Solutions Multi-Asset Portfolio Manager, US Wealth Management](https://jobs.opennash.com/companies/jpmorganchase/jobs/5a9e636a87e192cde6ee/)

JPMorganChase · New York, NY, United States

### [Portfolio Management – Citi Ventures](https://jobs.opennash.com/companies/citigroup/jobs/fe30a00409dc54ac8ca9/)

Citigroup · New York New York United States

OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)
