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Portfolio Manager III

2 months ago

Pittsburgh, Pennsylvania, United States Bank of America Full time
About the Role

We are seeking a highly skilled Portfolio Manager III to join our team at Bank of America. As a key member of our investment team, you will be responsible for working with complex, high-net-worth investors to create customized investment strategies.

Key Responsibilities
  • Evaluate and understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives.
  • Manage all aspects of the client's investment portfolio, including asset allocation, portfolio construction, security/manager selection, trade execution, risk management, and compliance.
  • 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.
  • Engage with clients to review investment performance and anticipated market changes based on economic and industry analysis.
  • Stay up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks.
  • Develop meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics.
Requirements
  • High School Diploma / GED / Secondary School or equivalent.
  • 1st shift (United States of America).
  • 40 hours per week.
What We Offer

At Bank of America, we are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. We offer a comprehensive benefits package, including competitive pay, comprehensive health insurance, and a 401(k) plan.

We are an equal opportunity employer and welcome applications from diverse candidates. We are committed to creating an inclusive workplace where everyone feels valued and respected.