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Portfolio Manager III

1 month 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.