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Portfolio Oversight Manager I

Pennington, New Jersey

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Portfolio Oversight Manager I -
The incumbent manages the day to day investment oversight responsibilities for his/her assigned book of business, inclusive of IPS, Reg 9, AAM and continuous monitoring. The POM, under the guidance of a Senior POM, is responsible for determining an appropriate investment action plan and monitoring adherence. The POM, working in consultation with the Senior POM and/or their Portfolio Oversight Director, is available to business partners, Trust Specialists, TOs, FAs, etc., for questions during the manager selection process for new accounts and/or investment manager changes. Incumbent is an investment professional who demonstrates knowledge of firm products and solutions as well as the ability to oversee a book of business with keen attention to detail. He/she has a proven track record of keeping exceptions to a minimum. He/she also demonstrates strong interpersonal skills with the ability to partner with a diverse group of constituents in order to bring about optimum outcomes and increased client satisfaction.


A minimum of 3-5 years of experience in the financial services industry. Knowledge of fiduciary and financial products and services Strong communications skills, personal drive and initiative, and a high degree of professionalism. . Undergraduate degree in Finance, Accounting, Economics or equivalent preferred as well as progress toward designations such as CPA, CFP, CFA, CIMA, CAIA and/or MBA.


  • Advisory
  • Collaboration
  • Influence
  • Issue Management
  • Risk Management
  • Account Management
  • Attention to Detail
  • Decision Making
  • Due Diligence
  • Written Communications
  • Active Listening
  • Adaptability
  • Controls Management
  • Oral Communications
  • Research

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No

Street Address

Primary Location:
1300 American Blvd, NJ, Pennington, 08534