Investment Collateral Production & Editorial Manager

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:
Deliver financial market intelligence, insight, opinion and expertise. Deliver Asset Allocation advice and recommendations. Construct and rebalance client portfolios. Provide timely communication about investment results in client portfolios, including performance attribution. Introduce new investment products and opportunistic strategies. Oversee and manage, in conjunction with ISG, the open architecture program

As part of the Chief Investment Office (CIO) Multi-Asset Portfolio Management team, the Investment Collateral Production & Editorial Manager will serve as the central coordinator and editorial reviewer for CIO investment collateral supporting Merrill and Private Bank platforms.

This role coordinates collateral production, reviews investment-related content, manages timelines, supports data quality checks, and helps resolve production issues to ensure materials are accurate, consistent, timely, and aligned with business, compliance, and advisor/client communication standards.

The successful candidate will work closely with Portfolio Managers, Portfolio Research Analysts, Marketing, Compliance, Quantitative Analytics, Operations teams, and third-party vendors to support high-quality investment collateral and improve related workflows.

Responsibilities:

• Coordinates and oversees the end-to-end production and delivery of CIO investment collateral, ensuring timely completion of monthly, quarterly, and ad hoc deliverables.
• Reviews, edits, and refines investment-related content, including performance, attribution, trade, and portfolio commentaries, with a focus on clarity, consistency, positioning, tone, disclosure alignment, and advisor/client usability.
• Coordinates with Portfolio Management, Research & Analytics, Marketing, Compliance, Operations, and external vendors throughout the collateral production process.
• Manages production schedules, business priorities, stakeholder updates, and issue resolution to meet quality standards and delivery timelines.
• Coordinates data quality reviews for portfolio, fund, benchmark, performance, attribution, disclosure, and other information used in investment collateral, working with data owners and subject matter experts to resolve discrepancies.
• Supports workflow optimization, automation, reporting enhancements, and other process improvements related to collateral production and content management.
• Tracks key operational metrics, risks, service levels, and improvement opportunities
• Works with partners, like Investment Product and Marketing, to ensure the accurate and timely publication of investment collateral
• Oversees adherence to brand standards, accessibility requirements, and governance policies to maintain a consistent and compliant client and advisor experience

Required Qualifications:

• 2-5+ years of experience in investment operations, business management, portfolio analytics, product management, project management, marketing operations, performance reporting, investment content management, or a related field.
• SIE, Series 7 and 66, or the ability to obtain required licenses within 120 days.
• Demonstrated ability to manage multiple projects and deadlines simultaneously in a fast-paced environment.
• Strong organizational, stakeholder management, and problem-solving skills.
• Excellent written and verbal communication skills, with the ability to enhance investment-related content for advisor and client audiences.
• Strong editorial, proofreading, and content-review capabilities with exceptional attention to detail.
• Strong understanding of investment markets, portfolio construction, performance reporting, and investment products.
• Proven ability to work effectively across multiple business functions and levels of seniority.
• Excellent interpersonal skills and professional maturity to interact effectively with senior management and key stakeholders.
• Experience coordinating cross-functional teams to drive business outcomes and operational improvements.
• High proficiency in Microsoft Office applications, particularly PowerPoint and Excel.
  

Desired Qualifications:

• Bachelor’s degree
• Knowledge of mutual funds, ETFs, SMAs, model portfolios, and wealth management investment solutions.
• Familiarity with FactSet, Morningstar, Bloomberg, performance attribution systems, and related investment platforms.
• Experience supporting investment marketing, client communications, regulated investment collateral, disclosure review, or editorial review processes.
• Experience with workflow automation, reporting tools, business management, process improvement, or operational transformation initiatives.

Skills:

• Attention to Detail
• Causation Analysis
• Research
• Adaptability
• Client Investments Management
• Collaboration
• Critical Thinking
• Risk Management
• Investment Management
• Oral Communications
• Presentation Skills
• Written Communications

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$100,000.00 - $131,500.00 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.