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Portfolio Manager II (PM II)

Bank of America

Bank of America

Atlanta, GA, USA · United States · Remote
Posted on Thursday, June 13, 2024

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Portfolio Manager II (PM II) -
This job is responsible for working with complex, high-net-worth investors to create customized investment strategies in partnership with Senior Managers. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates.

Responsibilities:

  • Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
  • Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
  • Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate
  • Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis
  • Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks
  • Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics

Skills:

  • Advisory
  • Client Investments 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 Communications
  • Minimum Education Requirement: Undergraduate degree in Finance, Accounting, Economics, or equivalent financial services/business experience preferred as well as progress towards appropriate credentials such as CFP, CIMA and or CFA designation.

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

Shift:

1st shift (United States of America)

Hours Per Week:

40