Senior Portfolio Manager

2 days ago


Naples, Florida, United States Bank of America Full time
Job Title: Senior Portfolio Manager

Bank of America is seeking a highly skilled Senior Portfolio Manager to join our team. As a Senior Portfolio Manager, you will be responsible for managing complex investment portfolios for high net worth clients.

Key Responsibilities:
  • Develop and implement customized investment strategies for clients
  • Manage individual securities, SMAs, alternative investments, and specialty assets
  • Monitor and rebalance portfolios to ensure alignment with client objectives and risk tolerances
  • Collaborate with clients to understand their investment goals and risk tolerance
  • Provide ongoing portfolio management and investment advice to clients
Requirements:
  • Minimum 10-15 years of investment decision-making experience
  • Proven track record of managing complex investment portfolios
  • Strong knowledge of fiduciary standards, principles, and applicable laws and regulations
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
Preferred Qualifications:
  • Undergraduate degree in Finance, Accounting, Economics, or equivalent financial services/business experience
  • Hold appropriate credentials such as CPA, CFP, and/or CFA designation
  • Graduate degree such as MBA or JD preferred

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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