Table of Content

New Job Senior Team Member In Haryana

Senior Team Member
Senior Team Member

Senior Team Member

Company : Bank of America
Salary : Details not provided
Location : Haryana

Full Description

Job Description:

Overview (Bank overview, GBS India overview, Function Overview)*

Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services.

We are committed to attracting and retaining top talent across the globe to ensure our continued success. Along with taking care of our customers, we want to be the best place for people to work and aim at creating a work environment where all employees have the opportunity to achieve their goals.

We are a part of the Global Business Services which delivers technology and operations capabilities to all Bank of America lines of business (LOB) and enterprise functions.

Our employees help our customers and clients at every stage of their financial lives, helping them connect to what matters most. This purpose defines and unites us. Every day, we are focused on delivering value, convenience, expertise and innovation for individuals, businesses and institutional investors we serve worldwide.

  • BA Continuum is a nonbank subsidiary of Bank of America, part of Global Business Services in the bank.

Process Overview*

Knowledge Service Center (KSC) supports global businesses of the Bank with solutions requiring judgment application, sound business understanding and analytical perspective. The domain experience in the areas of Financial Research & Analysis, Quantitative Modeling, Risk Management and Prospecting Support provide solutions for revenue enhancement, risk mitigation and cost optimization. The division comprising of highly qualified associates operates from three locations i.e, Mumbai, Gurugram & Hyderabad

Job Description*

Wealth Management is aligned to the Global Wealth and Investment Management (GWIM) segment of Bank of America. It assists onshore (US) Portfolio Managers and Investment Strategists working for Bank of America Private Bank and Investment Solutions Group (ISG) with respect to Investments and Wealth Management related work. The nature of work involves portfolio administration encompassing client presentations, performance measurement, updating contractual agreements on internal tools; as well as performing research work (both equities and fixed income) alongside working on adhoc work requests. Market data tools like Bloomberg, FactSet and MorningStarDirect alongside other internal and external tools are extensively used to produce various reports


The candidate would be supporting various Line of Businesses within Investment Solutions Group (ISG) and Bank of America Private Bank which varies from but are not limited to PMs (Portfolio Managers), PMAs (Portfolio Manager Assistants), Investment Strategists and Investment Supervision Managers/Executives

The candidate would be expected to provide support in areas related to CIO Portfolios and Due Diligence, Thought Leadership, Investment Products, AI Content Management, SAM Client Reporting, MAA Analytics, Periodic Portfolio Performance Reporting, Investment Proposals & Portfolio Analytics, Investment Oversight and Reporting, Institutional Strategists Support and among other similar activities.

The candidate would be required to work on portfolio administration work that spans across Client Presentations, Portfolio Performance, Wealth Planner Reports and Proposals, Manager Blends and Manager Comparisons; and Overlap Analysis among other similar activities

The candidate would also be expected to produce adhoc reports as well as perform research based activities across equities and fixed income on a need basis. Working familiarity with tools like Bloomberg, Factset and Morningstar would be an advantage

Other responsibilities would involve need based interaction with our onshore business partners – PMs / PMAs, Investment Strategists, Performance Analysts or Line of Business.

Ensure to adhere to predefined parameters in terms of quality and timeliness of work and exceed

Expected to actively participate in key process improvement/operational initiatives



Graduate / Postgraduate / MBA / ICFP / CFA

Certifications If Any

Experience Range*

2 To 5 Years of experience in Portfolio Management or Wealth Advisory Services

Foundational skills*

Knowledge of Wealth & Portfolio Management

Good verbal and written communication skills

Desired skills

Should possess a sound understanding of Capital Markets and Investment Management.

Conversant with Data tools like Bloomberg, Factset, Morningstar

Work Timings*

13:30 / 14:30 To 22:30 / 23:30

Job Location*


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