Portfolio Manager III

1 week ago


Miami FL USA, United States Bank of America Full time

Job Summary:

As a Portfolio Manager III at Bank of America, you will work with complex High Net Worth Investors to create customized investment strategies. Your responsibilities will include understanding strategic investment objectives, spending policy needs, and unique client/prospect goals to provide guidance and develop, implement, and manage investments.

Key Responsibilities:

  • Manage individual securities, SMAs, alternative investments, and Specialty Assets to ensure alignment of asset allocation with client's investment objectives and risk tolerances.
  • Oversee completion of investment policy statements and act as a technical/industry expert in managing complex individual and family client relationships.
  • Develop and recommend strategies to achieve the investment goals of clients and meet with clients to review investment performance and forecast market changes.
  • Conduct all aspects involved with managing portfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting Reg. 9 investment reviews, and documenting account activities and client interaction.

Requirements:

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

Preferred Qualifications:

  • Undergraduate degree in Finance, Accounting, Economics, or equivalent financial services/business experience.
  • Hold appropriate credentials such as CPA, CFP, and/or CFA designation.
  • A graduate degree such as MBA or JD preferred.

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

Shift: 1st shift (United States of America)

Hours Per Week: 40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.


  • Portfolio Manager III

    2 weeks ago


    Miami, FL , USA, United States Bank of America Full time

    Job Title: Portfolio Manager IIIBank 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...


  • Miami, FL , USA, United States Algo Capital Group Full time

    Portfolio Manager OpportunityAlgo Capital Group is seeking an experienced Portfolio Manager to lead our systematic trading efforts. The ideal candidate will have a proven track record in managing quantitative portfolios and a strong analytical background in mathematics and statistics.Key Responsibilities:Develop and implement innovative trading signals and...


  • Miami, FL , USA, United States Ascendo Resources Full time

    Associate Portfolio ManagerWe are seeking a highly skilled Associate Portfolio Manager to support our Portfolio Managers in all Investment and Administrative processes. As a key member of our team, you will be responsible for providing exceptional client service, preparing investment plans, and monitoring trade executions.Key Responsibilities:Client Service:...


  • Miami, FL , USA, United States First Bancorp Full time

    Portfolio Management OfficerCommercial Lending PortfolioJob Summary:Responsible for loan monitoring during the life cycle, including internal and external reporting requirements, company news, and press releases. Maintains the Commercial Loan Portfolio and provides support as detailed below.Essential Responsibilities:Facilitates credit underwriting and...


  • Miami, FL, USA, United States Leeds Professional Resources Full time

    Job Summary:The Lease Administrator plays a critical role in ensuring the effective management of lease agreements, ensuring compliance with lease terms, and maintaining accurate records. This position requires strong organizational skills, attention to detail, and the ability to handle lease negotiations, payments, and compliance with lease terms.Key...


  • Miami, FL, USA, United States MFM Search LLC Full time

    Real Estate Asset ManagerMFM Search LLC is seeking a seasoned Real Estate Asset Manager to join their dynamic team. This role will involve overseeing and managing various multifamily real estate investments with the primary goal of optimizing asset values.Key Responsibilities:Develop and implement property and portfolio-level operational strategies to...


  • Miami, FL , USA, United States CW Talent Solutions Full time

    Power and Energy Portfolio ManagerJoin a leading Boutique Hedge Fund as a Portfolio ManagerKey Responsibilities:Research and development of trading strategies within US/Global Power and Energy marketsExecution of trading strategies using fundamental and technical approachesAssessment and communication of market trends and opportunitiesRequirements:3+ years...


  • Miami, FL, USA, United States Leeds Professional Resources Full time

    We are seeking a seasoned professional to lead our asset management initiatives. As a key member of our team, you will be responsible for developing and implementing strategic plans to enhance property values through refurbishments, redevelopment, and lease negotiations. Your expertise in budget planning, project management, and financial analysis will be...

  • Portfolio Manager

    2 weeks ago


    Miami, FL, USA, United States Algo Capital Group Full time

    Portfolio Manager - Systematic Global Equities and DerivativesAlgo Capital Group is seeking an experienced Portfolio Manager to lead our systematic global equities and derivatives portfolio. The successful candidate will have a proven track record in quantitative trading and risk management.Key Responsibilities:Develop and implement quantitative trading...


  • Miami, FL, USA, United States Millman Recruiting Services, LLC Full time

    Job Title: Industrial Real Estate Portfolio ManagerThe Millman Recruiting Services, LLC is seeking an experienced Industrial Real Estate Portfolio Manager to join our team. As a key member of our Asset Management team, you will be responsible for overseeing the company's national commercial real estate portfolio.Key Responsibilities:Develop and implement...

  • Portfolio Manager

    2 weeks ago


    Tampa, FL , USA, United States Fisher Investments Full time

    Unlock Your Potential as a Portfolio CounselorAre you a seasoned financial professional seeking a new challenge? Do you have a passion for sales, financial planning, and educating clients on investment strategies? Fisher Investments, a leading global investment firm, is seeking a talented Portfolio Counselor to join our Private Client Group (PCG).The...


  • Miami, FL , USA, United States Millman Recruiting Services, LLC Full time

    Job Summary:Millman Recruiting Services, LLC is seeking a highly skilled Commercial Real Estate Portfolio Manager to oversee our national commercial real estate portfolio. The ideal candidate will have a minimum of 2 years of commercial real estate leasing or asset management experience and strong financial analysis skills.Key Responsibilities:Work with the...

  • Portfolio Manager

    2 weeks ago


    Miami, United States Algo Capital Group Full time

    Portfolio Manager - Systematic Global EquitiesAlgo Capital Group is seeking an experienced Portfolio Manager to lead our systematic trading efforts in global equities, ETFs, futures, currencies, and options. As a key member of our team, you will be responsible for innovating and researching new trading signals and methodologies to boost portfolio...

  • Portfolio Manager

    3 weeks ago


    Miami, United States Algo Capital Group Full time

    Portfolio Manager - Systematic Global Equities, ETFs, Futures, Currencies, and OptionsOur client is seeking an established Portfolio Manager with a proven track record in systematic trading. You will be utilising state-of-the-art infrastructure, with the support of a committed team of quantitative analysts and developers.Key Responsibilities:Innovate and...

  • Portfolio Manager

    3 weeks ago


    Miami, United States Algo Capital Group Full time

    Portfolio Manager - Systematic Global Equities, ETFs, Futures, Currencies, and OptionsOur client is seeking an established Portfolio Manager with a proven track record in systematic trading. You will be utilising state-of-the-art infrastructure, with the support of a committed team of quantitative analysts and developers.Key Responsibilities:Innovate and...

  • Portfolio Manager

    1 week ago


    miami, United States Algo Capital Group Full time

    Portfolio Manager - Systematic Global Equities, ETFs, Futures, Currencies, and OptionsOur client is seeking an established Portfolio Manager with a proven track record in systematic trading. You will be utilising state-of-the-art infrastructure, with the support of a committed team of quantitative analysts and developers.Key Responsibilities:Innovate and...

  • Portfolio Manager

    3 weeks ago


    Miami, United States Algo Capital Group Full time

    Portfolio Manager - Systematic Global Equities, ETFs, Futures, Currencies, and OptionsOur client is seeking an established Portfolio Manager with a proven track record in systematic trading. You will be utilising state-of-the-art infrastructure, with the support of a committed team of quantitative analysts and developers.Key Responsibilities:Innovate and...

  • Portfolio Manager

    2 weeks ago


    miami, United States Algo Capital Group Full time

    Portfolio Manager - Systematic Global Equities, ETFs, Futures, Currencies, and OptionsOur client is seeking an established Portfolio Manager with a proven track record in systematic trading. You will be utilising state-of-the-art infrastructure, with the support of a committed team of quantitative analysts and developers.Key Responsibilities:Innovate and...


  • Tampa, FL , USA, United States Staffing in Motion Full time

    Job Title: Senior Portfolio ManagerAbout the Role:This position is with a leading Portfolio Management firm with over $200 billion in assets under management. Each client would have a separately managed portfolio based on their risk tolerance and asset allocation preference. Portfolios are managed on a discretionary basis.Key Responsibilities:As a Senior...

  • Portfolio Manager

    1 week ago


    Miami, Florida, United States IDB Full time

    Job SummaryIDB is seeking a skilled Portfolio Manager to join our Global Wealth Management team. As a key member of our team, you will be responsible for overseeing and managing multi-asset portfolios catered to US Offshore clients, ensuring alignment with investment strategies and client objectives. Key Responsibilities:Portfolio Management:Help oversee and...