Portfolio Manager III

2 days ago


Miami FL USA, United States Bank of America Full time
Job Title: Portfolio Manager III

Bank of America is seeking a highly skilled Portfolio Manager III to join our team. As a key member of our investment management team, you will be responsible for creating customized investment strategies for complex high net worth investors.

Key Responsibilities:
  • Develop and implement investment policies and strategies for high net worth clients
  • Manage individual securities, SMAs, alternative investments, and specialty assets
  • Monitor and rebalance portfolios to ensure alignment with client investment objectives and risk tolerances
  • Collaborate with cross-functional teams to provide exceptional client service and support
  • Stay up-to-date with market trends and economic analysis to inform investment decisions
Requirements:
  • Minimum 10-15 years of investment decision-making and financial consulting experience
  • Proven track record of managing complex high net worth client relationships
  • Strong technical knowledge of investments, tax, legal, and operations
  • Ability to communicate complex investment strategies to clients and stakeholders
  • Strong leadership and collaboration skills
What We Offer:
  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees. If you are a motivated and experienced investment professional looking for a new challenge, please submit your application today.


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