About this role
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. Qualifications
• 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. Preferred Qualifications
• 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