Portfolio Manager- Quarterly Risk Review Writer

Bank of America•Charlotte, NC

13d•Onsite

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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 managing portfolio/programs specific to change initiatives, providing a products and services, or executing a function. Key responsibilities include leading cross-functional strategic initiatives for a line of business by ensuring delivery of outcomes from portfolio investments. Job expectations include using a business centric mindset with sound judgment and a tailored approach to communicating and influencing both vertically and horizontally to drive results, while prioritizing risk management and strategy development. The Quarterly Risk Review Writer will be responsible for developing the final materials for recurring strategic discussions with regulators covering the risks in a particular technology function and how those are being managed. In this role, the incumbent will work in close partnership with CIO teams, Risk teams, Regulator Relations teams, and others to effectively convey insights, status and actions relating to the effective management of technology risk.

Requirements

5+ years of experience in Compliance, Internal Control & Risk
Possesses the ability to “connect the dots” between what has been provided in other presentations and brings those insights and connections to bear in current presentation materials. Sees the “bigger picture” of what is actually happening in Technology over time and identifies key trends and insights vs. mechanically comparing this quarter vs. last quarter
Experience analyzing performance data, metrics, results, and trends to derive meaningful insights
Demonstrates the ability to look beyond surface‑level insights and investigate deeper implications and downstream impacts
Able to distill complex regulatory, compliance, and technical topics into concise, accurate, and impactful messages and visuals—such as charts, diagrams, and illustrations—that can be easily understood by regulators and senior business leaders without deep subject‑matter expertise
Able to effectively facilitate discussions with senior leaders (with support from the B3 Executive as needed) and is comfortable appropriately challenging viewpoints and offering alternative perspectives for consideration
Able to independently develop detailed workplans and timelines, coordinate and lead meetings, and facilitate reviews with key stakeholders across Global Technology to ensure final, approved materials are delivered to regulators on time
Business Process Analysis
Customer and Client Focus
Project Management
Risk Management
Strategy Planning and Development
Controls Management
Process Design
Process Simplification
Stakeholder Management
Strategic Thinking
Analytical Thinking
Change Management
Influence
Innovative Thinking
Presentation Skills

Responsibilities

Manages and drives success around line of business performance in key operational and high risk metrics through detailed routines, initiatives, and technology improvements
Serves as a primary contact to executive leadership and key partners to communicate change initiatives and gain support for the execution of projects and programs
Monitors process or key metric performance to identify issues and proactively offers solutions to mitigate risk
Hosts and actively participates in critical line of business meetings to provide regular updates on change initiatives and performance requirements and influences others to help drive success
Manages strategies and controls to address policy, technology, environmental, and operational gaps
Acts as a subject matter expert for all line of business products to help design procedures, policies, or career progression models that will enhance the associate and client experience
Leads people that help support cross functional and high impact strategic initiatives, either directly or through dotted line engagement

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