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

U.S. Department of Labor
Charlotte, NC
Category Finance
Job Description
Role Overview

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.

What You Will Do

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.

Why It Might Be a Fit

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.

Requirements

  • 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

Benefits

  • Dental insurance
  • Vision insurance
  • Health insurance
  • Retirement plan
  • Paid time off
  • Paid holidays
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