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Portfolio Manager I
4 months 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 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’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 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.
Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
Regardless of the position you are interested in, the starting points to building your resume are the same:
1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
2. Think about why you can do the job and make a list of your skills that are relative to the job.
3. Identify experiences or accomplishments that show your proficiency in the skills required for the job.
4. Summarize your abilities, accomplishments and skills into a brief, concise document.
Considerations when writing a resume
• 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 8½ 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.
•
Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)
• Don't use italics, underlining, shadows or other fancy treatments.
Seven steps to a successful interview
1. 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?
2. 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?
3. 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.
4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
5. 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.
6. 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.
7. 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.
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