Current jobs related to Senior Portfolio Manager - Philadelphia, Pennsylvania - Bank of America

  • Senior Portfolio Manager

    3 days ago

    Philadelphia, Pennsylvania, United States U.S. Bank Full time

    Job SummaryU.S. Bank is seeking a highly skilled Senior Client Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for constructing and managing institutional multi-asset class portfolios for our clients.Key ResponsibilitiesDevelop and implement portfolio strategies that align with client goals and risk...

  • Senior Portfolio Analyst

    4 weeks ago

    Philadelphia, Pennsylvania, United States Chubb Full time

    Job DescriptionAs a key member of the Small Business Underwriting & Portfolio Management Domain at Chubb, the Senior Portfolio Analyst will play a pivotal role in driving the commercial P&C underwriting profitability, growth, and digital transformation objectives. This individual will collaborate closely with advanced analytics and data science colleagues to...

  • Senior Portfolio Manager II

    3 days ago

    Philadelphia, Pennsylvania, United States M&T Bank Full time

    Job SummaryThe Senior Portfolio Manager II - Commercial Credit role is responsible for evaluating and determining the credit risks of largest, most complex and/or specialized commercial real estate clients through detailed financial statement analysis, industry assessment, collateral valuation, cash flow analysis and the ability to repay annual debt...

  • Portfolio Manager III

    4 days ago

    Philadelphia, Pennsylvania, United States Bank of America Full time

    Job Summary:The Portfolio Manager III is a senior-level position responsible for managing complex individual and family client relationships for high net worth clients. The ideal candidate will have a minimum of 10-15 years of investment decision making and financial consulting experience.Key Responsibilities:Oversee completion of investment policy...

  • Senior Portfolio Accountant

    2 weeks ago

    Philadelphia, Pennsylvania, United States EisnerAmper Full time

    About the RoleWe are seeking a highly skilled Senior Portfolio Accountant to join our Real Estate Systems Implementation Group (RESIG) practice. As a key member of our team, you will be responsible for providing exceptional accounting services to our clients.Key ResponsibilitiesContribute to a team covering one or more client relationshipsAssist in the...

  • Portfolio Management Specialist

    3 days ago

    Philadelphia, Pennsylvania, United States Glenmede Full time

    Job SummaryGlenmede is seeking a skilled Portfolio Management Specialist to join our team. As a key member of our Portfolio Management group, you will be responsible for providing comprehensive investment advice and management to our private clients.Key Responsibilities:Develop and implement investment plans for clients, aligned with Glenmede's best thinking...

  • Portfolio Manager III

    2 weeks ago

    Philadelphia, Pennsylvania, United States Bank of America Full time

    Job Summary:The Portfolio Manager III is a key member of our investment team, responsible for evaluating, designing, and overseeing all aspects of portfolio construction, including manager selection. This role requires a deep understanding of investment products, tax, legal, and operations to provide exceptional client service.Key Responsibilities:Oversee...

  • Commercial Insurance Portfolio Manager

    1 week ago

    Philadelphia, Pennsylvania, United States Mainline Risk Management Full time

    Job Title: Commercial Insurance Portfolio ManagerJob Summary: We are seeking a skilled Commercial Insurance Portfolio Manager to join our team at Main Line Risk Management. As a key member of our team, you will be responsible for managing and expanding a portfolio of commercial insurance clients, ensuring their ongoing satisfaction and providing risk...

  • Senior Product Management Leader

    2 weeks ago

    Philadelphia, Pennsylvania, United States Zebra Full time

    Senior Manager Product ManagementZebra is a community of innovators who come together to create new ways of working to make everyday life better. As a Senior Manager Product Management, you will be part of a team pushing boundaries to redefine the work of tomorrow for organizations, their employees, and those they serve.Responsibilities:Oversee a team of...

  • Global Finance Portfolio Manager

    3 weeks ago

    Philadelphia, Pennsylvania, United States Ace American Insurance Full time

    Job Title: Global Finance Portfolio ControllerAt Ace American Insurance, we are seeking a highly skilled Global Finance Portfolio Controller to join our team. This key leadership position involves overseeing the financial dimensions of our extensive technology portfolio.Key Responsibilities:Partner closely with the Global Head of Technology and the Global...

  • Financial Manager

    2 weeks ago

    Philadelphia, Pennsylvania, United States Century 21 Advantage Gold Full time

    Bookkeeper Position with Property Management FocusCentury 21 Advantage Gold is seeking a detail-oriented and organized Bookkeeper to join our team. As a Bookkeeper with a focus on property management, you will be responsible for managing finances for a diverse portfolio of commercial and residential properties.Key Responsibilities:Manage financial...

  • Senior Living Care Coordinator

    2 months ago

    Philadelphia, Pennsylvania, United States Discovery Senior Living Full time

    Resident Care Specialist - RNAbout Discovery Senior LivingDiscovery Senior Living is a leading provider in the senior housing sector, recognized for its innovative approach to designing, developing, and managing upscale senior living communities across the United States. With a robust portfolio of over 250 communities in nearly 40 states and a dedicated...

  • Disability Portfolio Manager

    2 days ago

    Philadelphia, Pennsylvania, United States Clear Channel Communications, Inc. Full time

    Job SummaryClear Channel Outdoor seeks a skilled Disability Representative to manage its lease portfolio and develop new inventory opportunities. The ideal candidate will have extensive knowledge of real estate principles and practices, with a focus on field work, lead generation, and negotiations.Key ResponsibilitiesNegotiate favorable lease renewals to...

  • Investment Portfolio Specialist

    3 days ago

    Philadelphia, Pennsylvania, United States Brown Brothers Harriman Full time

    Job DescriptionJob Title: Client Portfolio ManagerJob Summary: We are seeking a highly skilled Client Portfolio Manager to join our Investment Team. The successful candidate will be responsible for representing our multi-asset class investment portfolios with our clients and prospects.Key Responsibilities:Represent our investment strategies and overall...

  • Senior Transportation Structures Project Manager

    3 weeks ago

    Philadelphia, Pennsylvania, United States Herbert Rowland & Grubic Full time

    Job Title: Senior Transportation Structures Project ManagerWe are seeking a highly skilled Senior Transportation Structures Project Manager to join our team at Herbert Rowland & Grubic. As a key member of our team, you will be responsible for managing a portfolio of structural bridge design projects.Responsibilities:Manage a portfolio of structural bridge...

  • Senior Program Manager

    1 week ago

    Philadelphia, Pennsylvania, United States Penn Interactive Full time

    About the RoleThe Senior Program Manager will lead the PMO team and report to the Director of Project Management. This role will be responsible for program portfolio management, including discovery, planning, delivery, and execution of high-visibility programs across ESPN BET, theScore, and Hollywood Casino family of products.About the WorkLead, mentor, and...

  • Senior Transportation Structures Project Manager

    2 weeks ago

    Philadelphia, Pennsylvania, United States Herbert Rowland & Grubic Full time

    Job Title: Senior Transportation Structures Project ManagerWe are seeking a highly experienced Senior Transportation Structures Project Manager to join our team at Herbert Rowland & Grubic. As a key member of our team, you will be responsible for managing a portfolio of structural bridge design projects.Responsibilities:Manage a portfolio of structural...

  • Senior Sales Manager

    2 weeks ago

    Philadelphia, Pennsylvania, United States Amega West Services , LLC Full time

    Job Title: Senior Special Accounts ManagerJob Summary:We are seeking a highly skilled Senior Special Accounts Manager to join our team at Amega West Services, LLC. As a key member of our sales team, you will be responsible for managing a portfolio of high-value customers and driving business growth through strategic account management and sales...

  • Senior Upstream Product Manager

    4 weeks ago

    Philadelphia, Pennsylvania, United States ERT Full time

    Job Title: Senior Upstream Product ManagerClario is a leading provider of clinical trial endpoint technology solutions, and we are seeking an experienced Senior Upstream Product Manager to join our team.Job Summary:The Senior Upstream Product Manager will be responsible for leading the strategy and execution of our most complex products, working closely with...

  • Investment Officer

    1 week ago

    Philadelphia, Pennsylvania, United States City of Philadelphia Full time

    Job SummaryWe are seeking an Investment Officer to join our team at the City of Philadelphia Board of Pensions and Retirement. The successful candidate will be responsible for performing financial analysis in public and private markets, and will report directly to the Deputy Chief Investment Officer.Key ResponsibilitiesPortfolio structuring within assigned...

Senior Portfolio Manager

2 months ago

Philadelphia, Pennsylvania, United States Bank of America Full time

Position Overview

The Senior Portfolio Manager plays a pivotal role in managing client relationships and is tasked with the comprehensive evaluation, design, and oversight of portfolio construction, including the selection of investment managers.

  • Ensure the completion of the investment policy statement.
  • Serve as a technical and industry authority in managing intricate individual and family client relationships, catering to clients seeking a sophisticated investment strategy, which encompasses manager selection and various investment vehicles, including traditional, alternative, and derivative options.
  • Assist Portfolio Consulting teams in effectively conveying our organizational culture, investment philosophy, and the spectrum of investment and non-investment solutions pertinent to prospects and existing clients.
  • Formulate and propose strategies aimed at fulfilling clients' investment objectives.
  • Engage with clients to assess investment performance and predict market fluctuations based on economic and industry evaluations, ensuring that current asset allocations align with their goals.
  • Oversee all facets of portfolio management, including executing trades, maintaining investment action plans, monitoring overdrafts, conducting regulatory investment reviews, and documenting client interactions and account activities.
  • Contribute to the market's revenue growth by achieving personal investment management, credit, and deposit targets.
  • May involve the development and marketing of specialized asset allocation products and services.
  • Provide supervision, mentorship, and coaching to junior staff members.

Required Qualifications:

  • A minimum of 10-15 years of experience in investment decision-making and financial consulting, particularly with high net worth and ultra-high net worth clients.
  • Experience in progressively responsible roles within a reputable financial services firm, ideally in wealth management, private banking, or trust services.
  • Extensive knowledge of fiduciary and financial products and services acquired through relevant professional experience.
  • Comprehensive technical understanding of investments, taxation, legal considerations, and operational aspects necessary for client service.
  • Familiarity with fiduciary standards, principles, and applicable laws and regulations, typically gained through formal training or education.
  • Proficient in negotiation, delegation, leadership, and exceptional client service and relationship management skills.

Desired Qualifications:

  • A bachelor's degree in Finance, Accounting, Economics, or equivalent financial services/business experience is preferred, along with relevant credentials such as CPA, CFP, or CFA.
  • A graduate degree, such as an MBA or JD, is preferred.
  • The ideal candidate will possess a balanced mix of financial services expertise, management experience, and business development skills.

Key Skills:

  • Advisory Services
  • Client Investment 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 Communication

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40