Portfolio Manager III
4 weeks ago
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us
Job Description:
This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates.
Responsibilities:
- Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
- Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
- Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate
- Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis
- Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks
- Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics
Required Qualifications:
* A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients.
* This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field.
* Knowledge of fiduciary and financial products and services required through extensive related work experience.
* Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients.
* Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school.
* Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required.
Desired Qualifications:
* Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation.
* A graduate degree such as MBA or JD preferred
* The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience
Skills:
- Advisory
- Client Investments Management
- Customer and Client Focus
- Investment Management
- Presentation Skills
- Active Listening
- Analytical Thinking
- Attention to Detail
- Client Experience Branding
- Valuation Ethics and Practice Standards
- Collaboration
- Critical Thinking
- Data Quality Management
- Trading
- Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
-
Portfolio Manager
1 week ago
Raleigh, United States United Community Bank Full timePortfolio Manager. Reports To: Senior Lender, or other designated local senior management. Direct Reports: N/ A - Salary Grade: 10 SUMMARY - Responsible for managing larger commercial credits. Ensures the portfolio achieves soundness, probability, an Portfolio Manager, Manager, Portfolio, Client Relations, Credit Analyst, Banking
-
Portfolio & Pricing Strategy Manager
1 day ago
Raleigh, United States JT International S.A. Full timeWe're JTI, Japan Tobacco International and we believe in freedom. We think that the possibilities are limitless when you're free to choose. In fact, we've spent the last 20 years innovating, creating new and better products for our consumers to choose from. It's how we've grown to be present in 130 countries. But our business isn't just business. Our...
-
Raleigh, North Carolina, United States First Citizens Bank Full timeOverview: This position is responsible for team oversight to perform daily administration and management of the Bank's Corporate Real Estate (CRE) portfolio. Ensures accurate and timely performance of lease and fee simple property responsibilities to ensure stability and continuity of the CRE portfolio. Oversees vendor engagements and valuations of bank...
-
Portfolio Strategist Specialist
1 month ago
Raleigh, North Carolina, United States First Citizens Bank Full timeOverview: This position conducts detailed portfolio analysis for use in new business and existing client presentations. Assists in the preparation of client investment-related presentations, reports, and reviews. Facilitates trading activities by ensuring timely processing and follow-up. Answers inquiries and serves as a resource to strategists, partners and...
-
Cytologist III
7 days ago
Raleigh, United States WakeMed Full timeAbout WakeMed: Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org. EOE Position Information: The Cytologist...
-
Cytologist III
4 weeks ago
Raleigh, United States WakeMed Full timeJob DescriptionAbout WakeMed:Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit EOEPosition Information:The Cytologist III...
-
Cytologist III
4 weeks ago
Raleigh, United States WakeMed Full timeJob DescriptionAbout WakeMed:Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org.EOEPosition Information:The...
-
Cytologist III
4 weeks ago
Raleigh, United States WakeMed Full timeAbout WakeMed:Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org.EOEPosition Information:The Cytologist III...
-
Controls Design Engineer III
2 weeks ago
Raleigh, United States PowerSecure International Full timePowerSecure is searching for a Controls Design Engineer III. The Controls Design Engineer III are to provide the electrical/controls design on product improvements for electrical/controls infrastructure of our manufactured product lines as well as coordinate site wide drawings as applicable per site/project. These design activities are to provide assurance...
-
Controls Design Engineer III
4 weeks ago
Raleigh, United States PowerSecure, Inc. Full timeJob DescriptionJob DescriptionPowerSecure is searching for a Controls Design Engineer III. The Controls Design Engineer III are to provide the electrical/controls design on product improvements for electrical/controls infrastructure of our manufactured product lines as well as coordinate site wide drawings as applicable per site/project. These design...
-
Project Manager III
1 month ago
Raleigh, United States Booth & Associates LLC Full timeJob DescriptionJob DescriptionDescription:Booth & Associates, LLC is a consulting engineering firm that specializes in providing a full range of engineering, surveying and project management services to the utility industry. We are currently looking for a qualified Project Manager to act as a bridge between project team members, cross-functional teams,...
-
Manager Business Resolution
4 days ago
Raleigh, United States First Citizens Bank Full timeOverview: This position provides leadership to Business Resolution associates who manage a loan portfolio of problem relationships. Provides direction on the collection, resolution, servicing, recovery, and management of Business purpose problem assets to maximize the realization value to the Bank. Develops procedures, monitors credit underwriting, and...
-
Civil Project Engineer III
4 weeks ago
Raleigh, United States Timmons Group Full timeJob Description Timmons Group is seeking a Civil Project Engineer III - Structure & Bridge Design candidate for our Structures and Bridge Design Group located in our Raleigh, NC office. Essential Duties and Responsibilities of a successful candidate include but are not limited to: Perform routine and complex bridge, building, renewable...
-
Accounting Manager
3 weeks ago
Raleigh, United States Accentuate Staffing Full timeAccentuate Staffing has an immediate opportunity with an established real estate/non-profit organization in Raleigh. This role is hybrid and company offers a competitive benefits package to include 100% paid health insurance for employee and generous retirement match as well as flexible work environment. The Accounting Manager will be responsible for...
-
Accounting Manager
1 week ago
Raleigh, United States Accentuate Staffing Full timeAccentuate Staffing has an immediate opportunity with an established real estate/non-profit organization in Raleigh. This role is hybrid and company offers a competitive benefits package to include 100% paid health insurance for employee and generous retirement match as well as flexible work environment. The Accounting Manager will be responsible for...
-
Accounting Manager
5 days ago
Raleigh, United States Accentuate Staffing Full timeAccentuate Staffing has an immediate opportunity with an established real estate/non-profit organization in Raleigh. This role is hybrid and company offers a competitive benefits package to include 100% paid health insurance for employee and generous retirement match as well as flexible work environment. The Accounting Manager will be responsible for...
-
Raleigh, United States Resource Innovations Full timeJob DescriptionJob DescriptionResource Innovations is seeking a Manager/Sr. Manager level DSM Program Design Project Manager to join our growing team ideally in Cary, North Carolina, or Louisville, Colorado, however, working remotely will also be considered. As a Manager/Sr. Manager with Resource Innovations, you will be responsible for providing technical...
-
Data Center Program Manager
3 weeks ago
Raleigh, United States IES Communications Full timeThe Program Manager is responsible for the portfolio management of either client-based, or rollout specific programs, as assigned by the Branch Manager, Division Manager, or VP of Operations. The Program Manager supervises multiple Project Managers t Program Manager, Project Manager, Project Management, Program, Manager, Data, Business Services
-
Director Asset Management
1 month ago
Raleigh, United States Morrow & Associates Full timeOur client is a well-capitalized, rapidly growing, commercial real estate investment firm that is focused on the acquisition and development of residential, industrial, office, life science, and mixed-use assets across the Carolinas. The BTR and multi-family platform is laser-focused on being the best-in-class operator of single-family and multi-family...
-
Hydro Engineering Project Manager
3 weeks ago
Raleigh, United States Luxus Full timeKey Responsibilities include but are not limited to: Coordinate, design, develop, and assist in providing technical direction to the scope of projects. Perform hydrology/hydraulic analysis for the design and construction of transportation projects. Perform stormwater management system and pond design. Provide fieldwork assistance to verify existing site...