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Portfolio Analyst - Chief Investment Office

Bank of America - Company

New York City, New York, ๐Ÿ‡บ๐Ÿ‡ธ United StatesFull-time - Mid level (2-4 years)0 applicantsCloses Jun 20, 2026

Salary

USD 115,000 - 175,000 / year

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Job description

Job details

  • Location: New York City, New York
  • Work mode: Onsite
  • Employment type: Full-time (Not an internship)
  • Salary: USD 115,000 - 175,000 per year

Role overview

Bank of America is seeking a Portfolio Analyst to join the Chief Investment Office in New York City. This full-time, onsite position offers a competitive salary range of 115,000to115,000 to 175,000 USD annually. The role supports investment portfolio management and analysis within the CFO organization, contributing to responsible growth and strategic financial decision-making at one of the world's leading financial institutions.

Job details

This position is based in New York City, New York and operates on an onsite work model. As a Portfolio Analyst, you will work closely with senior investment professionals to analyze portfolio performance, conduct financial modeling, and support investment strategy initiatives. Bank of America fosters an inclusive workplace culture focused on helping teammates succeed while delivering value to clients, communities, and shareholders through every connection.

Responsibilities

  • Analyze investment portfolio performance and prepare detailed reports for senior leadership
  • Conduct financial modeling and scenario analysis to support investment decisions
  • Monitor market trends and assess impact on portfolio strategy and risk exposure
  • Collaborate with cross-functional teams to optimize asset allocation and returns
  • Prepare presentations and investment recommendations for the Chief Investment Office

Requirements

  • Bachelor's degree in Finance, Economics, Accounting, or related field required
  • 2-4 years of experience in investment analysis, portfolio management, or financial services
  • Strong proficiency in Excel, Bloomberg, and financial modeling techniques
  • Excellent analytical skills with attention to detail and accuracy
  • Effective communication skills to present complex financial data clearly

Benefits

  • Competitive salary range $115,000-$175,000 annually
  • Comprehensive health and wellness benefits
  • 401(k) retirement plan with company match
  • Professional development and career growth opportunities

Keywords

portfolio analysisinvestment managementfinancial modelingrisk analysisasset allocationperformance reportingBloombergExcel