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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for supporting programs and projects specific to corporate change initiatives that impact how the bank does business, provides a product or service, or executes a function. Key responsibilities include assisting department managers with critical change initiatives and communicating, influencing, and negotiating both vertically and horizontally to obtain or leverage necessary resources. Job expectations include delivering regulatory and executive material and ensuring results align to program strategy, simplification, and new capabilities.

A successful Portfolio Analyst keeps the model portfolio management function organized, informed, and operating smoothly. This individual ensures leadership has timely visibility into portfolio activities, execution progress, governance outcomes, and emerging risks through high-quality reporting, effective stakeholder coordination, and disciplined follow-through. By owning the details, monitoring portfolio operations, and supporting day-to-day execution activities, this role enables portfolio leadership to remain focused on strategy, prioritization, stakeholder engagement, and value realization across Client Protection's AI and modeling portfolio.

As Client Protection expands its portfolio of AI, analytics, and modeling initiatives, effective AI and model portfolio management requires strong coordination, operational discipline, and visibility into execution. Maintaining portfolio health, supporting governance forums, and providing timely insights enables leadership to focus on strategic priorities, stakeholder engagement, and value realization across an increasingly complex book of work.

The Portfolio Analyst supports Model Portfolio Management within Client Protection by coordinating portfolio activities, maintaining operating rhythms, and providing reporting, analysis, and communication support across AI and modeling initiatives. Working closely with portfolio leadership and stakeholders, this role drives follow-through on key activities, develops portfolio reporting and presentations, maintains critical trackers and governance materials, and helps ensure initiatives remain organized, visible, and on track. This position provides a unique opportunity to gain firsthand experience in how analytical capabilities are prioritized, governed, and scaled across a large enterprise environment.

Responsibilities:

• Support execution of Client Protection's portfolio management operating rhythm, including recurring forums, governance activities, stakeholder meetings, and reporting routines.
• Track and coordinate follow-up actions across stakeholders, ensuring open items are completed, dependencies are managed, and commitments are delivered on time.
• Prepare initial drafts of presentations, portfolio updates, status reports, and other materials for leadership review and refinement.
• Develop and maintain portfolio trackers, dashboards, and reporting artifacts that provide visibility into initiative status, portfolio health, delivery progress, and key metrics.
• Gather, organize, and validate information from business, technology, analytics, and governance partners to support portfolio reporting and decision-making.
• Support the preparation and execution of AI and modeling forums by coordinating materials, managing meeting logistics, documenting outcomes, and tracking follow-up actions.
• Capture meeting notes and prepare summaries, action items, and meeting minutes for leadership review and distribution.
• Coordinate routine stakeholder engagement and day-to-day portfolio activities, enabling leadership to focus on strategic priorities and executive-level discussions.
• Apply project and portfolio management practices to support planning, execution, issue tracking, dependency management, and delivery oversight across multiple initiatives.
• Identify emerging risks, execution challenges, and process gaps, escalating issues and supporting timely resolution as appropriate.
• Support continuous improvement of portfolio management processes, reporting frameworks, and operating routines to enhance efficiency, transparency, and consistency.

Required Qualifications:

• Bachelor's degree in Engineering, Computer Science, Statistics, Mathematics, Economics, Operations Research, Business Analytics, or a related discipline. Equivalent experience will be considered.
• 2+ years of experience in analytics, business analysis, project management, portfolio management, operations, or a related field.
• Strong presentation and storytelling skills with the ability to develop clear, well-structured executive materials from complex information.
• Strong organizational skills and attention to detail, with the ability to manage multiple activities, priorities, and deadlines simultaneously.
• Demonstrated ability to independently drive follow-up actions, coordinate across stakeholders, and bring work products to completion.
• Strong written and verbal communication skills, including experience preparing meeting notes, executive summaries, and status updates.
• Experience maintaining trackers, reports, dashboards, or portfolio management artifacts.
• Ability to navigate complex organizations, build relationships across teams, and source information from multiple stakeholders.
• Strong problem-solving skills and willingness to proactively identify and resolve issues.
• Interest in AI, analytics, data science, and how analytical capabilities are deployed and managed within large organizations.
• Positive attitude, strong work ethic, intellectual curiosity, and willingness to learn.

Desired Qualifications:

• 4+ years of experience in analytics, business analysis, project management, portfolio management, or a related field.
• Familiarity with AI, machine learning, data science, or advanced analytics concepts.
• Experience creating executive presentations and business communications.
• Experience working within regulated environments or large enterprise organizations.
• Familiarity with portfolio management, governance, reporting, or project management methodologies.
• Exposure to data analysis tools such as Excel, SQL, Python, Power BI, Tableau, or similar technologies.

Skills:

• Process Design
• Program Management
• Project Management
• Reporting
• Strategy Planning and Development
• Issue Management
• Oral Communications
• Presentation Skills
• Prioritization
• Problem Solving
• Performance Management
• Process Performance Management
• Process Simplification
• Risk Management
• Workforce Planning

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)

Pay and benefits information

Pay range

$78,000.00 - $112,600.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.