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Senior Portfolio Strategist - Wealth & Client Solutions

Job in Westport, Fairfield County, Connecticut, 06889, USA
Listing for: Bank of America
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 41000 - 66000 USD Yearly USD 41000.00 66000.00 YEAR
Job Description & How to Apply Below

Bank of America is seeking an energetic Portfolio Management assistant to support the delivery of integrated investment services. This role serves as a conduit for clients and as a backup for Portfolio Managers, coordinating service delivery through internal channels and seeking new opportunities from existing books of business.

Key responsibilities include asset allocation, trade execution, risk management, and maintaining investment policy statement quality.

We invite applications for the Senior Portfolio Strategist - Wealth & Client Solutions position located in Westport, CT, United States.

All applications are reviewed carefully by our team.

The position is based in Westport, CT, United States.

This opportunity is part of our work in Finance, Management & Operations.

The advertised compensation is 41.000 - 66.000.

We aim to respond to suitable candidates as soon as possible.

Position Requirements
10+ Years work experience
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