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Investment Portfolio Manager
2 months ago
We are seeking a highly skilled Investment Portfolio Manager to join our team at Bank of America. As a key member of our Wealth Management team, you will be responsible for defining the overall investment management philosophy for our clients.
Key Responsibilities- Develop and implement portfolio analysis and expertise in a wide range of investment product areas.
- Ensure risk profiles, goals, objectives, and asset allocations are aligned and reflected properly for each client.
- Deliver a full range of investment products and services across the enterprise, ensuring alignment to client goals and strategies.
- Partner with internal specialists to deliver holistic investment solutions by identifying and establishing targeted investment strategies.
- Prepare and present client performance review reports to measure their progress towards goals.
- Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses.
- SAFE ACT Registration.
- Individuals in this role are required to maintain a Form ADV-2B, which provides clients with details on individual experience and educational background.
- Possess and demonstrate strong communication skills.
- Thorough knowledge and understanding of the suite of Wealth Management products and services.
- Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk.
- Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures.
- Ability to identify client needs and concerns, and articulate appropriate approaches to align solutions to goals in a suitable and controlled way.
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 health insurance, retirement plans, and paid time off. We also provide opportunities for professional growth and development, as well as a collaborative and inclusive work environment.
We are an equal opportunity employer and welcome applications from diverse candidates. We are committed to creating a workplace that is free from discrimination and harassment, and where all employees feel valued and respected.
