Senior Investment Portfolio Specialist

1 week ago


Atlanta, Georgia, United States Bank of America Full time

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.



  • Atlanta, Georgia, United States Lewis James Professional Full time

    Investment Portfolio SupervisorLewis James Professional is a woman-owned firm specializing in staff augmentation, project consulting, and direct hire services. We are currently seeking an Investment Portfolio Supervisor for a direct hire opportunity with a financial services client.Key Responsibilities: Execute financial assessments for loan renewals,...


  • Atlanta, Georgia, United States augmentjobs Full time

    Job OverviewPosition: Head of Investment Portfolio ManagementCompany: AugmentjobsSalary Range: $140,000 - $190,000Experience Level: 6-8 yearsPosition Summary:The Head of Investment Portfolio Management will be responsible for directing the management and strategic oversight of the organization's investment assets. This role is designed for an experienced...


  • Atlanta, Georgia, United States Invesco Full time

    Job SummaryWe are seeking a highly skilled Senior Portfolio Risk Management Specialist to join our team at Invesco. As a key member of our Investment Risk team, you will be responsible for providing expert support for our risk management mission through risk analysis and reporting on market and liquidity risk.Key ResponsibilitiesMonitor, analyze, and report...


  • Atlanta, Georgia, United States Voya Investment Management Full time

    Join Our MissionTogether, we strive for equitable access to financial opportunities for all individuals and communities. At Voya Investment Management, we are dedicated to championing the cause of financial inclusivity and believe that everyone deserves a chance to achieve a better financial future.Our CommitmentWe are committed to fostering a workplace...


  • Atlanta, Georgia, United States Truist Financial Corporation Full time

    Job DescriptionJob Title: Senior Portfolio ManagerJob Summary:We are seeking a highly skilled Senior Portfolio Manager to join our Credit Delivery team at Truist Financial Corporation. As a Senior Portfolio Manager, you will be responsible for managing a large portfolio of clients and owning the overall quality and on-time completion of all annual reviews,...


  • Atlanta, Georgia, United States CBRE Full time

    Position OverviewThe role of the Portfolio Manager involves providing essential support to Portfolio Managers in managing various portfolios of commercial real estate loans.Key Responsibilities1. Conduct thorough research and financial evaluations of commercial real estate assets, loans, and portfolios. Assist in compiling data for lender assessments and...


  • Atlanta, Georgia, United States Truist Financial Corporation Full time

    Position Overview:The Investment Advisory Specialist plays a crucial role in assisting Truist Wealth Financial Advisors with the comprehensive suite of services offered through the Asset Management Consulting (AMC) Advisory product platform.Key Responsibilities:This role is integral to the Investment Consulting Group (ICG) and involves collaboration with...


  • Atlanta, Georgia, United States CBRE Full time

    Position OverviewThe Finance Analyst will play a crucial role in supporting Portfolio Managers in the management of diverse portfolios of commercial real estate loans and properties.Key Responsibilities+ Collaborate in data aggregation for lender evaluations, presenting analyses that inform investment strategies.+ Assist Portfolio Managers in overseeing the...


  • Atlanta, Georgia, United States Rand & Co Holdings Full time

    Position OverviewRand & Co. Holdings, a prominent private investment firm, is seeking a highly skilled and driven Senior Associate to enhance our investment team. Our firm is recognized for its diverse portfolio and commitment to delivering outstanding value to clients and stakeholders.Key ResponsibilitiesInvestment Analysis & Diligence: Spearhead the...


  • Atlanta, Georgia, United States Capital Investment Advisors Full time

    Job DescriptionCapital Investment Advisors is a fee-only financial advisory and portfolio management firm that helps clients reach their goals by focusing on income investing.Job SummaryWe are seeking a highly motivated and detail-oriented Family Office Associate to join our team. The successful candidate will support the management of client relationships,...


  • Atlanta, Georgia, United States Coforge Full time

    Position: Investment Valuation SpecialistLocation: RemoteEssential Skills: Investment Valuation, Pricing Strategy, Financial Instruments, Market AnalysisExperience Required: 8+ yearsEmployment Type: Full TimeAt Coforge, we are seeking an Investment Valuation Specialist with the following qualifications.• A bachelor's degree in finance, economics, business...


  • Atlanta, Georgia, United States Jamestown Properties Full time

    Position Overview Jamestown Properties is seeking an experienced Senior Vice President of Investment Strategy who possesses a comprehensive and strategic mindset. This role is pivotal in steering our investment initiatives and ensuring optimal performance across our real estate portfolios. Key Responsibilities Collaborate with the executive team to...


  • Atlanta, Georgia, United States Landmark Properties Full time

    Job SummaryWe are seeking a highly skilled and experienced Executive Vice President of Asset Management to join our team at Landmark Properties. This is a key leadership role that will oversee the entire spectrum of asset management for a growing portfolio of new development/construction deals as well as manage new lease ups and existing, stabilized assets...


  • Atlanta, Georgia, United States BIP Ventures Full time

    About BIP VenturesBIP Ventures is a leading venture capital firm based in Atlanta, Georgia, that takes a strategic approach to investing. We are dedicated to unlocking new opportunities for underrepresented founders, providing more entrepreneurs with access to capital to build leading tech companies.Leveraging decades of experience, we make informed...


  • Atlanta, Georgia, United States augmentjobs Full time

    Job OverviewPosition Title: Investment Evaluation SpecialistCompany: AugmentjobsCompensation Range: $80,000 to $120,000Experience Requirement: 2 to 5 yearsRole Summary:As an Investment Evaluation Specialist at Augmentjobs, you will be instrumental in ensuring the accuracy and depth of our financial and operational assessments. Your primary responsibility...

  • Investment Analyst

    1 week ago


    Atlanta, Georgia, United States BIP Ventures Full time

    Job OverviewAbout BIP VenturesBIP Ventures is a prominent venture capital firm located in Atlanta, committed to broadening access to funding for underrepresented entrepreneurs. Our firm is recognized as the most active venture capital entity in Georgia, according to CB Insights, and we are dedicated to fostering innovation and growth.With extensive industry...


  • Atlanta, Georgia, United States The Ladders Full time

    JOB SUMMARY: We are seeking an experienced Senior Vice President of Investment Strategy who possesses a strategic mindset and a comprehensive understanding of fund management. The ideal candidate will co-lead the team, overseeing the evaluation of our real estate investment portfolios and separate accounts. Key responsibilities encompass ensuring the timely...


  • Atlanta, Georgia, United States augmentjobs Full time

    Position OverviewJob Title: Investment Fund SupervisorCompany: AugmentjobsSalary Range: $80,000 to $120,000Experience Level: 2 to 5 yearsRole Summary:As an Investment Fund Supervisor at Augmentjobs, you will take charge of directing and managing investment portfolios to fulfill the financial aspirations of our clientele. This position requires a deep...


  • Atlanta, Georgia, United States TechnoGen Inc Full time

    Job SummaryTechnoGen Inc. is a leading provider of IT services and solutions, with a proven track record of delivering high-quality projects to clients across various industries.About the RoleWe are seeking an experienced IT Portfolio Management Lead to join our team. As a subject matter expert, you will possess in-depth knowledge of IT management,...


  • Atlanta, Georgia, United States Credigy Full time

    Position Overview: We are looking for a dedicated Senior Analyst to become a vital part of our Asset Management division. This role is pivotal in overseeing strategic alliances within the structured finance sector of our operations.Key Responsibilities:Engage in deal team initiatives focused on investment prospects in structured finance.Assess and track...