Senior Portfolio Manager

3 weeks ago

Seattle, Washington, United States Bank of America Full time

Job Summary:

As a Senior Portfolio Manager at Bank of America, you will be responsible for working with complex, high-net-worth investors to create customized investment strategies in partnership with Senior Managers. Your key responsibilities will include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management, including asset allocation, portfolio construction, security/manager selection, trade execution, risk management, and compliance, investment reviews, and proactive client communication.

Key Responsibilities:

  • Evaluate client situations and circumstances to develop and recommend tailored investment strategies aligned with their unique goals and objectives.
  • Manage all aspects of client investment portfolios, including asset allocation, portfolio construction, security/manager selection, trade execution, risk management, and compliance, and investment reviews.
  • Collaborate with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate.
  • Engage with clients to review investment performance and anticipated market changes based on economic and industry analysis.
  • Stay up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks.
  • Develop meaningful relationships with clients, demonstrating the highest care, skill, diligence, and ethics.

Requirements:

  • Advisory skills.
  • Client Investments Management skills.
  • Customer and Client Focus skills.
  • Investment Management skills.
  • 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.

Education: High School Diploma / GED / Secondary School or equivalent.

Work Environment: 1st shift (United States of America), 40 hours per week.

Pay and Benefits: This role is eligible for an annual discretionary plan, and employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group, and the overall success of the Company. This role is currently benefits eligible, with industry-leading benefits, access to paid time off, resources, and support to employees so they can make a genuine impact and contribute to the sustainable growth of the business and the communities they serve.

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