Portfolio Manager I
2 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 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.
Job Summary:
This job is responsible for working with complex, high-net-worth investors to create customized investment strategies under the guidance of a Portfolio Manager.
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.Responsibilities:
Support Private Wealth teams, Private Client Advisors (PCAs), Private Client Managers (PCMs), Trust Officers (TOs), and Portfolio Managers (PMs) in effectively communicating investment philosophy and range of investment and non-investment solutions and regularly participate in client and prospect meetings
Respond to client requests when Senior PMs are out of the office
Recommend investment solutions to PM
Handle trade order entry for portfolio transactions & administration of custody account trades & performance
Ensure timely investment of funds into new accounts
Analyze and make appropriate AA recommendations to the PM
Partner with Senior PM to service existing book and to provide additional capacity for prospect meetings
Independently conduct portfolio review meetings with clients
Management of investments and asset allocation for small subset of Sr. PM's book (less complex HNW portfolios)
Rebalance existing portfolios according to Private Bank AA guidelines
Attend various, business critical internal and team meetings
Create and build investment content for prospect presentations & investment reviews with existing clients
Qualifications:
A minimum of 3-5 years of experience in the financial services industry.
Knowledge of fiduciary and financial products and services
Strong communications skills, personal drive and initiative, and a high degree of professionalism. .
Undergraduate degree in Finance, Accounting, Economics or equivalent preferred as well as progress toward designations such as CPA, CFP, CFA, CIMA, CAIA and/or MBA.
Skills:
·
Client Investments Management
·
Customer and Client Focus
·
Analytical Thinking
·
Attention to Detail
·
Client Experience Branding
·
Valuation Ethics and Practice Standards
·
Critical Thinking
·
Data Quality Management
·
Written Communications
Shift:
1st shift (United States of America)
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.
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 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.
Job Summary:
This job is responsible for working with complex, high-net-worth investors to create customized investment strategies under the guidance of a Portfolio Manager.
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.Responsibilities:
Support Private Wealth teams, Private Client Advisors (PCAs), Private Client Managers (PCMs), Trust Officers (TOs), and Portfolio Managers (PMs) in effectively communicating investment philosophy and range of investment and non-investment solutions and regularly participate in client and prospect meetings
Respond to client requests when Senior PMs are out of the office
Reg 9 meeting preparation
Recommend investment solutions to PM
Handle trade order entry for portfolio transactions & administration of custody account trades & performance
Ensure timely investment of funds into new accounts
Analyze and make appropriate AA recommendations to the PM
Partner with Senior PM to service existing book and to provide additional capacity for prospect meetings
Independently conduct portfolio review meetings with clients
Management of investments and asset allocation for small subset of Sr. PM's book (less complex HNW portfolios)
Rebalance existing portfolios according to Private Bank AA guidelines
Attend various, business critical internal and team meetings
Create and build investment content for prospect presentations & investment reviews with existing clients
Qualifications:
A minimum of 3-5 years of experience in the financial services industry.
Knowledge of fiduciary and financial products and services
Strong communications skills, personal drive and initiative, and a high degree of professionalism. .
Undergraduate degree in Finance, Accounting, Economics or equivalent preferred as well as progress toward designations such as CPA, CFP, CFA, CIMA, CAIA and/or MBA.
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
About Us
Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure.
Regardless of the position you are interested in, the starting points to building your resume are the same:
- Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
- Think about why you can do the job and make a list of your skills that are relative to the job.
- Identify experiences or accomplishments that show your proficiency in the skills required for the job.
- Summarize your abilities, accomplishments and skills into a brief, concise document.
- Do be brief. Resumes should be 1-2 pages in length.
- Do be upbeat and active in your wording.
- Do emphasize what you have done clearly and concretely.
- Do be neat and well organized.
- Do have others proofread and critique your resume. Spell check. Make it error free.
- Do use high quality, white or light colored 81⁄2 x 11 paper. Use a laser printer if possible.
- Don't be dishonest, always tell the truth about yourself in the most flattering light.
- Don't include salary history or requirements.
- Don't include references.
- Don't include accomplishments that do not support your professional goals.
Seven steps to a successful interview
- Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
- Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
- Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
- Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
- Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
- Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
- Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.
-
Portfolio Manager I
3 weeks ago
Washington, United States Bank of America Full timeAt 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...
-
Portfolio Manager
2 months ago
Washington, United States ECS Federal Full timeECS is seeking a highly skilled and experienced Portfolio Manager to join our organization. We offer the chance to support the worlds finest law enforcement organization and help the people that keep us safe. In this job you will support agents, ana Portfolio Manager, Manager, Project Management, Portfolio, Team Lead, Support, Technology, Business Services
-
Portfolio Manager
1 month ago
Washington, United States RER Solutions, Inc. Full timeJob DescriptionJob DescriptionDescription:Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home.RER Solutions, Inc is accepting resumes for Portfolio Manager to become a part of our...
-
Portfolio Manager
4 weeks ago
Washington, United States RER Solutions, Inc. Full timeJob DescriptionJob DescriptionDescription:Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home.RER Solutions, Inc is accepting resumes for Portfolio Manager to become a part of our...
-
Portfolio Program Manager
1 month ago
Washington, United States Garud Technology Services Inc. Full timeJob Description Job Description Portfolio Program Manager GARUD is in search of a motivated, self-driven Portfolio Manager to join our team supporting a the ongoing growth of our Department of Homeland Security portfolio! The ideal candidate must have managed a portfolio of at least 5 programs/projects valued at over $10M annually, has a proven ability to...
-
Portfolio Program Manager
4 weeks ago
Washington, United States Garud Technology Services Inc. Full timeJob Description Job Description Portfolio Program Manager GARUD is in search of a motivated, self-driven Portfolio Manager to join our team supporting a the ongoing growth of our Department of Homeland Security portfolio! The ideal candidate must have managed a portfolio of at least 5 programs/projects valued at over $10M annually, has a proven ability to...
-
Portfolio Program Manager
1 month ago
Washington, United States Garud Technology Services Full timeJob DescriptionJob DescriptionPortfolio Program ManagerGARUD is in search of a motivated, self-driven Portfolio Manager to join our team supporting a the ongoing growth of our Department of Homeland Security portfolio! The ideal candidate must have managed a portfolio of at least 5 programs/projects valued at over $10M annually, has a proven ability to both...
-
Portfolio Program Manager
2 weeks ago
Washington, United States Garud Technology Services Inc. Full timeJob Description Job Description Portfolio Program ManagerGARUD is in search of a motivated, self-driven Portfolio Manager to join our team supporting a the ongoing growth of our Department of Homeland Security portfolio The ideal candidate must have managed a portfolio of at least 5 programs/projects valued at over $10M annually, has a proven ability to both...
-
Portfolio Program Manager
4 weeks ago
Washington, United States Garud Technology Services Full timeJob DescriptionJob DescriptionPortfolio Program ManagerGARUD is in search of a motivated, self-driven Portfolio Manager to join our team supporting a the ongoing growth of our Department of Homeland Security portfolio! The ideal candidate must have managed a portfolio of at least 5 programs/projects valued at over $10M annually, has a proven ability to both...
-
Director, Portfolio Management
5 days ago
Washington, United States Council for Affordable Quality Healthcare Full time**Position Summary**: The Director, Portfolio Management within the PMO is responsible for managing strategic project portfolios, leading high visibility, enterprise-wide strategic projects, and teams to deliver on key strategic initiatives. This role involves ensuring the successful planning, execution, and delivery of projects, and portfolio management of...
-
Portfolio Manager Iii
6 days ago
Washington, United States Bank of America Full timeAt 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...
-
Portfolio Manager III
3 weeks ago
Washington, United States Bank of America Full timeJob Description: 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...
-
Portfolio Manager III
2 weeks ago
Washington, United States Bank of America Full timeJob Description: 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...
-
Portfolio Manager III
2 weeks ago
Washington, United States Bank of America Full timeJob Description: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...
-
Portfolio/Acquisition Manager
4 weeks ago
Washington, United States Red Gate Group Full timeJob DescriptionJob DescriptionCompany DescriptionAt RED GATE we do everything we can to serve our clients: Using the right technical skills, unique methodologies, best practices, and integrated technology, we help clients implement bold solutions. New approaches to emerging and evolving threats. Non-traditional ways to overcome entrenched obstacles....
-
Operations Officer
4 weeks ago
Washington, United States World Bank Group Full time**Job #**: - req27784**Organization**: - MIGA**Sector**: - Operations**Grade**: - GF**Term Duration**: - 3 years 0 months**Recruitment Type**: - International Recruitment**Location**: - Washington, DC,United States**Required Language(s)**: - English**Preferred Language(s)**: - French, Spanish**Closing Date**: - 6/28/2024 (MM/DD/YYYY) at 11:59pm...
-
Portfolio Manager III
2 weeks ago
Washington, United States Bank of America Full timePortfolio Manager III Washington, District of Columbia **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. 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...
-
Onsite Portfolio Manager
4 weeks ago
Washington, United States HOATalent Full timeWelcome to **The New Washington Land Company (TNWLC)**, where we create a dynamic family atmosphere that thrives on experience and enthusiasm. Our core values prioritize prompt communication and unwavering dedication to exceptional service, fostering meaningful connections, and providing an environment for professional growth. What makes TNWLC unique is our...
-
Onsite Portfolio Manager
2 weeks ago
Washington, United States HOATalent Full timeWelcome to The New Washington Land Company (TNWLC) , where we create a dynamic family atmosphere that thrives on experience and enthusiasm. Our core values prioritize prompt communication and unwavering dedication to exceptional service, fostering meaningful connections, and providing an environment for professional growth. What makes TNWLC unique is our...
-
Washington, United States Illuminate Mission Solutions Full timeOverview: Illuminate seeks an exceptionally qualified Capability Portfolio Manager (CPM) to support Joint Staff Battlespace Awareness (J28) Collection Capabilities. Illuminate is looking for a Capability Portfolio Manager to support the Deputy Directorate for Battlespace Awareness (J28) and the Battlespace Awareness Functional Capabilities Board (BA FCB)....
