Investment Oversight Manager I
About The Position
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for oversight activities within the division. Key responsibilities include remediation of risk issues and providing subject matter expertise to division and market leaders on investment risk matters. Job expectations include ensuring Private Bank policies are applied consistently across portfolios, with a significant focus on risk management processes including Reg 9, Asset Allocation Monitoring, Investment Policy Statements, and Daily Monitoring of Security Exceptions.
Requirements
- 4+ years of experience in investment management, portfolio management, fiduciary administration, investment risk management, compliance, or related financial services roles.
- Knowledge of investment products, asset allocation principles, portfolio construction, and fiduciary standards.
- Strong analytical, problem-solving, and decision-making skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Proficiency in Microsoft Office applications and data analysis tools.
Nice To Haves
- Bachelor’s Degree or higher in Finance, Accounting, Economics or related field or equivalent financial services/business experience
- Experience within Private Bank, Wealth Management, Trust, or Institutional Investment businesses.
- Knowledge of fiduciary regulations, investment governance practices, and supervisory frameworks.
- Experience working with investment monitoring systems, exception management platforms, or risk reporting tools.
Responsibilities
- Review, analyze, and approve investment oversight exceptions in accordance with established policies, procedures, and governance standards.
- Serve as a trusted advisor to Portfolio Managers, Market Investment Executives, and other stakeholders regarding investment policy interpretation and exception management.
- Respond to inquiries related to investment oversight processes, monitoring results, and governance requirements.
- Facilitate discussions with business partners to develop risk-mitigating solutions while maintaining compliance with applicable standards.
Benefits
- access to paid time off
- resources and support to our employees
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
