Senior Investment Portfolio Specialist
1 week ago
Senior Investment Portfolio Specialist
Location: Atlanta, Georgia
Job Overview:
At Bank of America, our mission is to enhance financial well-being through every connection we make. We are committed to Responsible Growth, which defines how we operate and serve our clients, colleagues, communities, and shareholders daily.
We strive to create an inclusive and diverse workplace, welcoming individuals from various backgrounds and experiences. Our investment in our employees and their families is reflected in our competitive benefits that support their physical, emotional, and financial health.
Bank of America emphasizes collaboration and flexibility for our employees, tailoring our approach based on the diverse roles within our organization.
Joining Bank of America means embarking on a fulfilling career with ample opportunities for learning, growth, and making a significant impact.
Position Summary:
The Senior Investment Portfolio Specialist is tasked with collaborating with sophisticated, high-net-worth clients to develop personalized investment strategies alongside Senior Managers. Key duties encompass evaluating, designing, constructing, managing, and overseeing all facets of discretionary portfolio management, including asset allocation, portfolio construction, security/manager selection, trade execution, risk management, compliance, investment reviews, and proactive client engagement.
Key Responsibilities:
- Assess the client's financial situation to formulate and recommend an investment strategy tailored to their specific goals and objectives.
- Oversee all elements of the client's investment portfolio, including asset allocation, portfolio construction, security/manager selection, trade execution, risk management, compliance, and investment reviews.
- Collaborate with colleagues to provide the bank's comprehensive suite of integrated solutions, including equities, fixed income, alternative investments, and Specialty Asset Management as appropriate.
- Engage with clients to discuss investment performance and anticipated market shifts based on economic and industry analysis.
- Stay informed on insights from the Chief Investment Office, current market conditions, and economic trends to foresee and mitigate investment risks.
- Build meaningful relationships with clients, demonstrating the utmost care, skill, diligence, and ethical standards.
Required Skills:
- Advisory Skills
- Client Investment Management
- Customer and Client Focus
- Investment Management Expertise
- Presentation Skills
- Active Listening
- Analytical Thinking
- Attention to Detail
- Client Experience Branding
- Valuation Ethics and Practice Standards
- Collaboration
- Critical Thinking
- Data Quality Management
- Trading Skills
- Written Communication Skills
Minimum Education Requirement:
Undergraduate degree in Finance, Accounting, Economics, or equivalent financial services/business experience preferred, along with progress towards relevant credentials such as CFP, CIMA, or CFA designation.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America is an equal opportunity employer. We consider qualified candidates for employment without regard to race, religious creed, color, sex, sexual orientation, gender identity, age, national origin, citizenship, protected veteran or disability status, or any factor prohibited by law. We are committed to promoting equal employment opportunity and affirmative action in accordance with all applicable laws.
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