Current jobs related to Senior Portfolio Manager - Doral, Florida - Bank of America

  • Global Macro Portfolio Manager

    4 weeks ago

    Doral, Florida, United States Selby Jennings Full time

    Global Macro Portfolio ManagerSelby Jennings has partnered with a leading Hedge Fund focused on Global Macro Investing. They are seeking a highly skilled and experienced Portfolio Manager to lead in the development and execution of both global macro and rates volatility investment strategies.Key Responsibilities:Strategy Development: Formulate and implement...

  • Portfolio Manager

    2 weeks ago

    Doral, Florida, United States AEG FUELS Full time

    Job Title: Portfolio AdministratorAEG FUELS is seeking a highly skilled Portfolio Administrator to join our team. As a key member of our finance department, you will be responsible for managing an extensive portfolio of customers in the aviation industry.Key Responsibilities:Manage credit exposures and payment terms for a large portfolio of B2B accounts...

  • Strategic Portfolio Director

    1 week ago

    Doral, Florida, United States Selby Jennings Full time

    This company is a leading developer and operator of large-scale data centers, supporting next-generation computing, AI, cloud services, and digital asset mining.They offer exciting opportunities for driven individuals who want to lead teams, solve complex problems, and make an impact from day one.ABOUT THE ROLEThe Director of Portfolio Management will report...

  • Associate Portfolio Manager

    2 weeks ago

    Doral, Florida, United States Selby Jennings Full time

    About the RoleWe are seeking a highly skilled Associate Portfolio Manager to join our team at Selby Jennings. This is an exciting opportunity to work with a family office and RIA located in Miami, FL.Key ResponsibilitiesAssist a Portfolio Manager in delivering services to ultra-high net worth and institutional clients.Contribute to investing and operational...

  • Senior Legal Counsel, Intellectual Property

    2 weeks ago

    Doral, Florida, United States Conduct Detrimental LLC Full time

    About the RoleWe are seeking a highly skilled Senior Legal Counsel to join our Commercial Legal Team. As a key member of the team, you will be responsible for managing all FIFA trademarks, copyrights, and designs.Key ResponsibilitiesAct as the primary point of contact for legal colleagues, internal clients, and senior management on intellectual property (IP)...

  • Senior Video Editor

    4 weeks ago

    Doral, Florida, United States Royal Caribbean Group Full time

    Senior Video EditorAt Royal Caribbean Group, we're seeking a highly skilled Senior Video Editor to join our Creative Hub team. As a key member of our content production team, you'll be responsible for assembling and manipulating video footage, applying artistic editing techniques, and creating finished, broadcast-worthy projects that accurately reflect our...

  • Senior Designer

    2 weeks ago

    Doral, Florida, United States Brightline Full time

    About BrightlineBrightline is revolutionizing travel in the United States by providing a unique and exciting opportunity to focus on hospitality and guest service. Our passenger rail system offers a faster, safer, more eco-friendly, and more enjoyable travel option compared to cars and air travel. We operate up to 32 trains daily, capable of speeds of up to...

  • Senior Release Manager

    4 weeks ago

    Doral, Florida, United States PMO Partners Full time

    Senior Release Manager RoleThe Senior Release Manager is responsible for overseeing the software development cycle from requirements to production. This role coordinates with development and quality assurance teams to allocate resources and schedule releases. Key responsibilities include maintaining environments, managing the backlog of enhancements, and...

  • Senior Intelligence Management Specialist

    4 weeks ago

    Doral, Florida, United States E&M Technologies Full time

    Job Title: Senior Intelligence Management SpecialistE&M Technologies, Inc. is seeking a highly skilled Senior Intelligence Management Specialist to support our team at Miami, FL in collaboration with NGIC. NGIC is the primary producer of ground forces intelligence for the Defense Department.Job SummaryWe are looking for a seasoned intelligence professional...

  • Tax Senior/Manager

    2 weeks ago

    Doral, Florida, United States Kforce Full time

    Job SummaryWe are seeking a highly skilled Tax Senior/Manager to join our team at Kforce. As a Tax Senior/Manager, you will work with our clients in all aspects of High-Net-Worth individual tax and pass-through entity compliance. This is a unique opportunity to work with outstanding clients and be exposed to research and planning issues.Key...

  • Commercial Property Manager

    4 weeks ago

    Doral, Florida, United States Permanent Placement Full time

    Job Title: Commercial Property ManagerLocation: Doral, FLSalary: $75,000-100,000 + bonusJob Type: Full-timeAbout the Job:We are seeking a highly skilled Commercial Property Manager to oversee the financial performance of our industrial, office, and retail properties. The ideal candidate will have a strong background in property management, excellent...

  • Senior Experience Designer II

    2 weeks ago

    Doral, Florida, United States DesignX Community Full time

    About DesignX CommunityWe're a community of innovators who power and empower how people live, work, and play by connecting them to what brings them joy.About the RoleWe're seeking a Senior Experience Designer II to join our Onboarding & Support team where we create and improve digitally-led experiences for our customers, striving for reliable, simple,...

  • Director, Talent Acquisition and Development

    2 weeks ago

    Doral, Florida, United States Bassetti Group Full time

    Job Title: Director, Talent and Portfolio Human CapitalGeneral Atlantic is a leading global growth investor with a proven track record of delivering lasting impact through its portfolio companies. We are seeking a highly skilled and experienced Director to join our Portfolio Human Capital (PHC) team, based in our New York office and reporting to Samantha...

  • Senior Software Engineer

    5 days ago

    Doral, Florida, United States Starcom consulting limited Full time

    Job DescriptionAt Starcom Consulting Limited, we are seeking a highly skilled Senior Software Engineer to join our team. The ideal candidate will have a strong background in software development and a passion for designing and implementing scalable and efficient solutions.The successful candidate will be responsible for working with our architects and tech...

  • Senior Roadway Project Manager

    2 weeks ago

    Doral, Florida, United States Parsons Company Full time

    Job Description:We are seeking a highly experienced and skilled Senior Project Manager specializing in Highway Design to oversee and manage our highway infrastructure projects in our Orlando, FL office.The ideal candidate will have extensive knowledge and expertise in highway engineering and design, along with proven project management experience.As a Senior...

  • Senior Executive Director of Market Impact

    2 weeks ago

    Doral, Florida, United States March of Dimes Full time

    Lead the Fight for Healthy Moms and Strong BabiesMarch of Dimes is a leading organization in the fight for the health of all moms and babies. We are committed to advocating for policies that protect them, working to improve healthcare, and pioneering research to find solutions. Our mission is to empower families with programs, knowledge, and tools to have...

  • Private Equity Investment Professional

    4 weeks ago

    Doral, Florida, United States Selby Jennings Full time

    Company OverviewSelby Jennings is a leading private equity firm specializing in investments within the healthcare industry. Our commitment to driving growth and innovation in our portfolio companies is unwavering, and we achieve this through strategic investments and hands-on management.Position OverviewWe are seeking a highly motivated and detail-oriented...

  • Senior Brand Designer

    2 weeks ago

    Doral, Florida, United States Kandji Full time

    About KandjiKandji is a cutting-edge Apple Device Management and Security Platform that empowers companies to manage and secure Apple devices in the enterprise and at scale. By leveraging our innovative features, such as one-click compliance templates and over 150 pre-built automations, apps, and workflows, IT and InfoSec teams can streamline their work and...

  • Senior Video Editor and Motion Designer

    2 weeks ago

    Doral, Florida, United States Society for Scholarly Publishing Full time

    Job SummaryThe Senior Video Editor and Motion Designer is a key role in our creative team, responsible for crafting engaging video content and motion graphics for various marketing channels. This position requires a strong understanding of video editing software, motion design principles, and the ability to work collaboratively with cross-functional...

  • Tax Senior Associate Private Client Services Expert

    2 weeks ago

    Doral, Florida, United States CohnReznick Full time

    About the RoleCohnReznick is seeking a highly skilled Tax Senior Associate to join our Private Client Services team in Miami. As a key member of our team, you will be responsible for providing exceptional tax services to our clients, including review of individual 1040 returns, fiduciary 1041 returns, and other complex tax matters.Key ResponsibilitiesManage...

Senior Portfolio Manager

2 months ago

Doral, Florida, United States Bank of America Full time

Job Description:


At Bank of America, we are driven by a shared mission to enhance financial well-being through every connection we foster.

Responsible Growth is the cornerstone of our operations, guiding how we serve our clients, support our teammates, and contribute to our communities and shareholders.

Central to our commitment to Responsible Growth is our dedication to creating an exceptional workplace for our global team.

We are committed to fostering a diverse and inclusive environment for all individuals.

We seek talent from a wide array of backgrounds and experiences, investing significantly in our employees and their families by providing competitive benefits that support their physical, emotional, and financial health.

Bank of America values collaboration while also offering flexibility tailored to the diverse roles within our organization.

Being part of Bank of America presents a unique opportunity for career advancement, personal growth, and the chance to make a meaningful impact.


Job Summary:
Engages with sophisticated High Net Worth Investors to develop tailored investment strategies.

Accountable for comprehending strategic investment objectives, spending policies, and unique client aspirations to provide expert guidance and to formulate, execute, and oversee investment portfolios.

Portfolio Managers (PMs) have the capability to manage bespoke client portfolios on a fully discretionary basis and, where applicable, offer advisory services and single mandate strategies.

Handles individual securities (stocks, bonds, REITs, MLPs, etc.), separately managed accounts (SMAs), alternative investments, and Specialty Assets (e.g., Timber, Agriculture, Oil and Gas), while also monitoring portfolios and rebalancing to ensure alignment with clients' investment objectives and risk profiles. Typically manages the firm's most intricate and sophisticated client relationships.

Responsibilities:
Supervise the completion of investment policy statements.

Serve as a technical and industry authority in managing complex individual and family client relationships for those seeking a sophisticated investment program, including manager selection and vehicle types, encompassing traditional, alternative, and derivative solutions.

Assist PC teams in effectively conveying our business culture, investment philosophy, and the array of investment and non-investment solutions relevant to prospects and existing clients.

Formulate and propose strategies to meet clients' investment goals.

Engage with clients to assess investment performance and anticipate market shifts based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations remain suitable.

Oversee all aspects of portfolio management, including executing trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting regulatory investment reviews, and documenting account activities and client interactions.

Support market revenue growth by achieving individual investment management, credit, and deposit objectives.
May involve developing and marketing specialized asset allocation products and services.
Mentor and guide junior staff.

Required Qualifications:


A minimum of 10-15 years of experience in investment decision-making and financial consulting, specifically with high net worth and ultra-high net worth clients.

This individual will have progressively advanced in roles within a reputable financial services firm, particularly in wealth management, private banking, or trust services.

Comprehensive knowledge of fiduciary and financial products and services gained through extensive related experience.
Broad technical expertise in investments, tax, legal, and operational aspects necessary for client service.
Familiarity with fiduciary standards, principles, and applicable laws and regulations typically acquired through training, seminars, or legal education.
Proficient in negotiation, delegation, leadership, superior client service, and relationship management skills.

Desired Qualifications:


A bachelor's degree in Finance, Accounting, Economics, or equivalent financial services/business experience is preferred, along with relevant credentials such as CPA, CFP, or CFA designation.

A graduate degree such as an MBA or JD is preferred.
The ideal candidate will possess a balanced mix of financial services expertise, management acumen, and business development experience.

Skills:
Advisory
Client Investment 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 Communication

Shift:
1st shift (United States of America)

Hours Per Week:
40

#J-18808-Ljbffr