Specialty Asset Management Regional Manager – Closely Held Assets

4 weeks ago

Dallas, United States Bank of America Full time

Description

:
Responsible for leading a special asset management business for a Private Bank Group region or department. Assists in developing and implementing strategic objectives for a Specialty Asset Management (SAM) line of business with respect to revenue production and relationship, new business and technical support. Direct coaching and development responsibility. Responsible for pro-rata piece of SAM revenue/expense plan.

Responsibilities:

This Regional Manager position is responsible for the oversight of investment holding companies held in trusts, estates, and investment management accounts. These assets are business entities whose underlying assets are primarily made up of financial assets (equities, fixed income, funds and alternatives). This role also oversees certain programs within Private Business Group including analytical methods, valuation, financial models and tools, and special projects. While this Regional Manager position does not have direct reports, the role requires extensive oversight/review over the work of Asset Managers.

The priorities of Private Business Group include achieving asset management goals and meeting client objectives all while managing fiduciary risk. The primary areas of technical expertise required to succeed include equity analysis, business valuation and fiduciary acumen. Regional Managers approve all new assets, numerous types of transactions, and must have the ability to coach teammates and interact with internal and external stakeholders having varying levels of understanding in the subject matter we handle.

Key skills required include the areas of expertise noted above as well as the abilities to excel in a fast-paced environment balancing simultaneous objectives, competing priorities and the keen ability to handle ambiguity.

Required Qualifications:

8+ years of experience in investment analysis or related Requires BA/BA/BBS degree in Accounting, Finance, Economics, Law or related field

Desired Qualifications:

MBA and 5+ years of experience in a fiduciary environment a plus Accredited Sr. Appraiser designation in Bus. Valuation (or equivalent) strongly preferred

Skills:

Change Management Planning Project Management Stakeholder Management Strategic Thinking Consulting Decision Making Due Diligence Hiring and Onboarding Retention Business Development Collaboration Controls Management Inclusive Leadership Relationship Building

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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