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Job Description
What role you will play in team: As a trainee, you will support the team in managing investment portfolios, learning the intricacies of asset allocation and risk management.
What you will do: Contribute to the analysis of investment opportunities, and support portfolio construction and monitoring.
Key responsibility:
- Assist in analyzing investment opportunities across different asset classes.
- Support portfolio construction and rebalancing activities.
- Prepare investment performance reports.
- Conduct market research and analysis.
- Maintain detailed records of investment decisions and portfolio performance.
- Contribute to the team's risk management efforts.
Required Qualification and Skills:
- Bachelor's degree in Finance, Economics, or related field.
- Strong understanding of financial markets and investment principles.
- Excellent analytical and quantitative skills.
- Proficiency in Microsoft Excel and financial modeling software.
- Strong communication and presentation skills.
- CFA or CA qualification (preferred but not required).
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Benefits Included:
- Competitive salary and benefits package.
- Opportunities for career advancement within the bank.
- Mentorship from experienced professionals.
- Comprehensive training and development programs.
- High-quality work-life balance.
A Day in the Life: Your days will be spent conducting research, building and analyzing models, participating in team meetings, and preparing reports.
Skills
Investment ManagementPortfolio ManagementAsset AllocationRisk ManagementFinancial ModelingIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
Bank of America is one of the world’s largest financial institutions, serving individual consumers, small and middle‑market businesses, and large corporations with a full range of banking, investing, asset management, and risk management products. Headquartered in Charlotte, North Carolina, the bank operates in more than 35 countries and provides access to over 140 currencies.
In 2008, Bank of America acquired Merrill Lynch, one of the most respected names in investment banking and wealth management. Following the acquisition, the investment banking and markets division operated as Bank of America Merrill Lynch (BAML) until 2019, when it was rebranded as BofA Securities, while the wealth management business continues under the Merrill brand. This integration strengthened the bank’s global presence in capital markets, advisory, and private wealth.
In India, Bank of America has been present since 1964, with branches in Mumbai, New Delhi, Chennai, Bengaluru, and Kolkata, and large Global Capability Centers in Gurugram, Hyderabad, Chennai, and Mumbai. The India teams deliver corporate & investment banking, markets, treasury, and technology solutions to clients worldwide, while also supporting the bank’s global operations.
Bank of America offers career opportunities in finance, technology, operations, risk, and analytics, attracting professionals who value innovation, client focus, and global collaboration. The firm is recognised for its sustainability initiatives, diversity & inclusion programs, and community engagement in India.
Important dates & deadlines?
Application Deadline
20 Jun 25, 11:04 AM IST
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Investment Portfolio Manager Trainee
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