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Bank of America

Portfolio Manager - Thematic Analysis

Bank of America, Newark, New Jersey, us, 07175

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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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Overview

This job is responsible for managing portfolio/programs specific to change initiatives, providing products and services, or executing a function. Key responsibilities include leading cross-functional strategic initiatives for a line of business by ensuring delivery of outcomes from portfolio investments. Job expectations include using a business centric mindset with sound judgment and a tailored approach to communicating and influencing both vertically and horizontally to drive results, while prioritizing risk management and strategy development. Thematic Analysis Portfolio Manager

plays a critical role in identifying, analyzing, and reporting on recurring themes and trends within

Client Services Complaints . This associate will be responsible for synthesizing qualitative and quantitative data to uncover root causes, inform strategic decisions, and support continuous improvement across the organization. Job expectations include using artificial intelligence, business centric mindset with sound judgment, and a tailored approach to communicating and influencing both vertically and horizontally to drive results, while prioritizing risk management and strategy development. Responsibilities

Manages and drives success around client experience and operational performance by analyzing complaint themes and identifying high-risk or recurring issues. Serves as a primary contact to executive leadership and key partners to communicate insights from thematic analysis and gain support for strategic initiatives. Monitors complaint trends and key metrics to proactively identify emerging risks and recommend solutions that improve processes and reduce friction. Hosts and actively participates in critical line of business meetings to provide updates on complaint themes, resolution effectiveness, and performance requirements. Manages strategies and controls to address gaps in policy, technology, and operations identified through complaint analysis. Acts as a subject matter expert on client services complaints, helping to design procedures, policies, and escalation models that enhance both the associate and client experience. Leads people and cross-functional teams that support high-impact strategic initiatives related to complaint management, either directly or through dotted-line engagement. Managerial Responsibilities

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, elevate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Required Qualifications

3+ years experience of demonstrated success in project management, including planning, execution and delivery of complex initiatives. 3+ years experience leading high-performing teams of individual contributors, fostering collaboration and accountability. Working knowledge of Complaints (CRT, CQC, and Auto Capture/Resolve). Strong communication skills, written and verbal, with the ability to create compelling business cases, articulate complex issues simply, appropriately convey leadership messages and actively listen. Proficient in data management and analytics, particularly with establishing key success metrics that demonstrate business value and effective control monitoring to mitigate initiative/business risk. High motivation to succeed and convey a sense of urgency for constantly improving performance and the organization, with attention to achieving results through collaboration. Proven stakeholder relationship/influence management and interpersonal skills to achieve swift adoption of ideas. Ability to build strong business cases supported by actionable data. Desired Qualifications

Agile, PMP or Six Sigma certification. Knowledge of project tools, particularly JIRA. Organizationally savvy, with the ability to navigate the enterprise effectively to identify and partner with key stakeholders. Strong controls awareness associated with laws, rules and regulations. Foundational Understanding of Change Management Processes. Skills

Business Process Analysis Customer and Client Focus Project Management Risk Management Strategy Planning and Development Controls Management Process Design Process Simplification Stakeholder Management Strategic Thinking Analytical Thinking Change Management Influence Innovative Thinking Presentation & Storytelling Skills Shift

1st shift (United States of America) Hours Per Week

40

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