Vice President - Retirement Plans Investments (RPI), Investment Analyst

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.

Additional Information

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

Skills:

• Actuarial Skills
• Analysis Skills
• Asset Management
• Business Administration
• Capital Markets
• Chartered Financial Analyst (CFA)
• Communication Skills
• Compensation and Benefits
• Due Diligence
• ERISA (Employee Retirement Income Security Act of 1974)
• Fiduciary
• Finance
• Financial Planning
• Financial Reporting
• Forecasting
• Institutional Asset Management
• Investment Analysis
• Investment Management
• Investment Strategy
• Legal
• Performance Analysis
• Performance Metrics
• Problem Solving Skills
• Regulatory Compliance
• Research Skills
• Retirement Plan
• Risk Management
• Tableau
• Team Lead/Manager
• Treasury

Company:

Bank of America