Portfolio Management Assistant

What is your name? Kimberly C.

What is your profession? Portfolio Management Assistant

What company do you work for? US Trust, Bank of America Private Wealth Management

How long have you been in this role? 1 year and 8 months

What did you study in college? International Business and Management

Why did you choose this job? I enjoy researching why a specific stock or bond is a good investment as well as interacting with clients.

What is an average day like? Researching and preparing investment recommendations/reviews for client portfolios, maintaining accounts in line with compliance protocols, prospecting new clients.

What’s the most challenging part of your job? Never knowing how a client will react to any type of information.

What’s your favorite part? Researching different types of investments based on client preferences.

What’s a common misconception about your job? That it’s boring. It’s not!

Any tips for current college students who aspire to have your job? Working in wealth management really allows you to get a good understanding of all the different types of investment vehicles available.  It might not be as glamorous as an investment banking role, but it certainly helps you learn how to be a smart investor and sharpens your wealth planning skills.

If you had a time machine and could travel back to visit your college self, what’s the #1 piece of advice you would have given yourself? Enjoy your free time while you can!

What is a fun perk of your job? Work lunches and happy hours :)