Portfolio Manager

Bank of America

. Manages, recommends, and directs executions of investment programs designed to achieve the objectives of a group of client accounts within established investment policy guidelines.

Posted 5/19/2026full-timeChicago • Illinois, New York • 🇺🇸 United StatesMid-LevelSenior💰 $153,000 - $208,600 per yearWebsite

Tech Stack

Tools & technologies

PythonTableau

About the role

Key responsibilities & impact

Manages, recommends, and directs executions of investment programs designed to achieve the objectives of a group of client accounts within established investment policy guidelines.
Rebalances, trades, and monitors portfolios, ensuring alignment with portfolio guidelines, constraints, and objectives.
Partners with advisors and clients on portfolio strategy, transition planning, and the phased management of portfolio positions and guidelines.
Supports the ongoing design and development of infrastructure for CIO direct indexing strategies and capabilities.

Requirements

What you’ll need

6-8+ years of quantitative portfolio management and trading experience using equity risk models and mean-variance optimization.
Knowledge of modern portfolio theory, equity risk models and mean-variance optimization.
Ability to perform quantitative analysis of large amount of data using Excel, Tableau, R, Python or C.
Broad-based knowledge of investments, tax, and operations necessary to service clients.
Knowledge of API programming using R or Python.
Graduate degree in a STEM field, or Finance/Economics.
Experiences managing direct indexing portfolios.

Benefits

Comp & perks

Industry-leading benefits
Access to paid time off
Resources and support for employees
Opportunities to make an impact and contribute to the sustainable growth of our business

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

quantitative portfolio managementtrading experienceequity risk modelsmean-variance optimizationquantitative analysisAPI programmingExcelTableauRPython

Soft Skills

client managementstrategic planningcollaboration

Certifications

graduate degree in STEMgraduate degree in Financegraduate degree in Economics