Portfolio Manager III

4 weeks ago


Salt Lake, Utah, United States Bank of America Full time

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. Our team is dedicated to delivering exceptional investment solutions to our high net worth clients, and we are seeking a skilled Portfolio Manager to join our team.

As a Portfolio Manager, you will be responsible for creating customized investment strategies for our clients, working closely with them to understand their financial goals and risk tolerance. You will also be responsible for managing individual securities, SMAs, alternative investments, and specialty assets, as well as monitoring and rebalancing portfolios to ensure alignment with client objectives and risk tolerances.

Key responsibilities will include:

  • Evaluating and designing investment portfolios for high net worth clients
  • Selecting and managing investment managers and alternative investments
  • Monitoring and rebalancing portfolios to ensure alignment with client objectives and risk tolerances
  • Providing exceptional client service and communication
  • Collaborating with other teams to deliver comprehensive wealth management solutions

We are looking for a highly skilled and experienced Portfolio Manager who is passionate about delivering exceptional investment solutions to our clients. If you have a strong background in investment management and a proven track record of success, we encourage you to apply for this exciting opportunity.

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.

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


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