Vice President - Retirement Plans Investments; RPI), Investment Analyst
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-10-17
Listing for:
Bank of America
Full Time
position Listed on 2026-10-17
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Risk Manager/Analyst, Wealth Management, Financial Analyst
Job Description & How to Apply Below
Job Description:
The Retirement Plans Investments (RPI) team manages the investment programs for Bank of America’s retirement plans, including defined benefit pension, 401(k), and deferred compensation plans, representing approximately $95 billion in assets. The team serves as an ERISA fiduciary and is responsible for investment strategy, asset allocation, manager oversight, performance monitoring, and retirement plan governance.
Key Responsibilities- Conduct investment research, analysis, and due diligence across asset classes and investment managers.
- Monitor portfolio performance, risk, and manager effectiveness.
- Support asset allocation decisions, portfolio transitions, and implementation of investment strategies.
- Contribute to quarterly and annual financial reporting, forecasting, and fiduciary committee materials.
- Support retirement plan governance, compliance, regulatory, and audit activities.
- Partner with HR, Finance, Treasury, Legal, consultants, actuaries, trustees, recordkeepers, and external investment managers.
- Bachelor’s degree or equivalent experience.
- 2+ years of institutional asset management, investment analysis, or related experience.
- Understanding of capital markets, asset allocation, investment strategies, and performance measurement.
- Strong analytical, problem-solving, and communication skills.
- Advanced Excel skills;
Tableau experience preferred. - Ability to work independently while collaborating effectively with stakeholders.
- 3+ years of institutional asset management experience.
- CFA, MBA, or progress toward either designation.
- Knowledge of ERISA retirement plans and fiduciary responsibilities.
- Experience with public and private market investments, forecasting, or financial planning.
- Familiarity with institutional investment management principles and portfolio theory.
This role offers exposure to large-scale institutional asset management and direct interaction with investment managers, consultants, actuaries, and fiduciary committees, providing broad experience across portfolio management, retirement plan investing, and ERISA governance.
Shift:1st shift (United States of America)
Hours Per Week:40
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×