Portfolio Manager III

4 days ago


San Antonio, Texas, United States Bank of America Full time
Job Title: Portfolio Manager III

At Bank of America, we are committed to helping our clients achieve their financial goals through our expertise in investment management.

Job Summary:

As a Portfolio Manager III, you will work with high net worth clients to create customized investment strategies that align with their unique goals and risk tolerances.

Key Responsibilities:
  • Develop and implement investment plans that meet the needs of high net worth clients
  • Manage individual securities, SMAs, alternative investments, and specialty assets
  • Monitor and rebalance portfolios to ensure alignment with client objectives and risk tolerances
  • Collaborate with clients to understand their investment goals and risk tolerance
  • Provide ongoing portfolio management and investment advice to clients
Requirements:
  • Minimum 10-15 years of investment decision-making and financial consulting experience
  • Proven track record of success in managing high net worth client relationships
  • Strong knowledge of fiduciary standards, principles, and applicable laws and regulations
  • Excellent communication and interpersonal skills
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
  • 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
Equal Employment Opportunity:

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.



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