Portfolio Manager III

4 weeks ago

Greenwich, Connecticut, 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.

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.

Key Responsibilities:

  1. Evaluate and design customized investment strategies for complex, high-net-worth investors.
  2. Manage 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.
  3. Collaborate 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.
  4. Engage with clients to review investment performance and anticipated market changes based on economic and industry analysis.
  5. Stay up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks.
  6. Develop meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics.

Responsibilities:

  1. Understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives.
  2. Manage 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.
  3. Collaborate 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.
  4. Engage with clients to review investment performance and anticipated market changes based on economic and industry analysis.
  5. Stay up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks.
  6. Develop meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics.

Required Qualifications:

A minimum of 10+ 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

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