Portfolio Manager III
3 weeks ago
Job Title: Portfolio Manager III
Job Summary:
We are seeking a highly skilled Portfolio Manager III to join our team at Bank of America. As a Portfolio Manager III, you will be responsible for managing complex high net worth investor relationships and creating customized investment strategies.
Key Responsibilities:
- Develop and implement investment plans tailored to individual client needs and goals.
- Manage individual securities, SMAs, alternative investments, and specialty assets to ensure alignment with client objectives and risk tolerances.
- Oversee portfolio construction, including manager selection and monitoring.
- Act as a technical expert in managing complex client relationships and providing guidance on investment decisions.
- Support revenue growth by meeting individual investment management, credit, and deposit goals.
Requirements:
- Minimum 10-15 years of investment decision-making and financial consulting experience working with high net worth clients.
- Proven track record of managing complex client relationships and developing customized investment strategies.
- Strong knowledge of fiduciary standards, principles, and applicable laws and regulations.
- Excellent leadership, negotiation, and communication skills.
Preferred Qualifications:
- Undergraduate degree in Finance, Accounting, Economics, or equivalent financial services/business experience.
- Hold appropriate credentials such as CPA, CFP, or CFA designation.
- Graduate degree such as MBA or JD preferred.
Benefits:
As a Portfolio Manager III at Bank of America, you will have access to industry-leading benefits, paid time off, and resources to support your professional growth and well-being.
Equal Employment Opportunity:
Bank of America is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from discrimination and harassment.
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