Portfolio Management Assistant - Manchester, NH
Company Name:
Bank of America Corp.
Title: Portfolio Management Assistant - Manchester, NH
Location: NH-Manchester
Other Locations:
Job Description
Responsible for providing administrative and analytical support to portfolio managers, including completing required paperwork, updating databases, maintaining records, conducting limited research projects, and providing administrative coordination with trading, operations, and client service areas.
Specific Responsibilities
Prepare client investment recommendation letters, performance, and presentations (booklets and electronic media).
Provide support for completing activities such as investment action plans, new account reviews, and other proactive account Reg. 9 reviews.
May be asked to monitor portfolios for bond maturities; respond to corporate action election requests; assist in implementation of investment solutions when appropriate.
Research client inquiries; document account activities and client interactions.
Maintain department industry research and report information.
Answer phone calls and emails for PMs in their absence.
Interact with GWIM partners and support groups to resolve client and operational issues.
Perform various office related tasks, such as distributing reports; operate and maintain copiers and fax machines; photocopying materials; mailing correspondence; manual and electronic filing of client documentation; preparing documents for imaging; ordering supplies.
Complete ad hoc projects for team.
Required Skills
Excellent written and communication skills
Proficient in Microsoft Word, Excel, Power Point
Organizational Skills / Attention to Detail
Strong Follow Up Skills
Ability to problem solve and spot issues proactively
Ability to work independently, but also a team player
Ability to multi-task in a fast paced environment
Desired Skills
Associates / Bachelors Degree preferred
Financial industry knowledge and experienceWP-Institutional Investment Mgt.
Organization: 6991-US TRUST-PRIVATE WEALTH MANAGEMENTEstimated Salary: $20 to $28 per hour based on qualifications.
Bank of America Corp.
Title: Portfolio Management Assistant - Manchester, NH
Location: NH-Manchester
Other Locations:
Job Description
Responsible for providing administrative and analytical support to portfolio managers, including completing required paperwork, updating databases, maintaining records, conducting limited research projects, and providing administrative coordination with trading, operations, and client service areas.
Specific Responsibilities
Prepare client investment recommendation letters, performance, and presentations (booklets and electronic media).
Provide support for completing activities such as investment action plans, new account reviews, and other proactive account Reg. 9 reviews.
May be asked to monitor portfolios for bond maturities; respond to corporate action election requests; assist in implementation of investment solutions when appropriate.
Research client inquiries; document account activities and client interactions.
Maintain department industry research and report information.
Answer phone calls and emails for PMs in their absence.
Interact with GWIM partners and support groups to resolve client and operational issues.
Perform various office related tasks, such as distributing reports; operate and maintain copiers and fax machines; photocopying materials; mailing correspondence; manual and electronic filing of client documentation; preparing documents for imaging; ordering supplies.
Complete ad hoc projects for team.
Required Skills
Excellent written and communication skills
Proficient in Microsoft Word, Excel, Power Point
Organizational Skills / Attention to Detail
Strong Follow Up Skills
Ability to problem solve and spot issues proactively
Ability to work independently, but also a team player
Ability to multi-task in a fast paced environment
Desired Skills
Associates / Bachelors Degree preferred
Financial industry knowledge and experienceWP-Institutional Investment Mgt.
Organization: 6991-US TRUST-PRIVATE WEALTH MANAGEMENTEstimated Salary: $20 to $28 per hour based on qualifications.
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