Portfolio Manager III
On-site · Richmond, Virginia, United States
Job Summary
Portfolio Manager III at Bank of America responsible for working with complex, high-net-worth investors to create customized investment strategies. Key duties include evaluating, designing, constructing, managing, and monitoring discretionary portfolio management (asset allocation, portfolio construction, security/manager selection, trade execution, risk management, compliance, investment reviews) and proactive client communication. Collaborates with teammates to deliver integrated solutions across equities, fixed income, alternative investments, and Specialty Asset Management; engages with clients to review performance and market changes; stays up-to-date on Chief Investment Office guidance and market conditions. Develops meaningful client relationships with high care, skill, diligence, and ethics; mentors associates and supports client retention and business development.
Required Qualifications
- Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients
- Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field
- Knowledge of fiduciary and financial products and services through extensive related work experience
- Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients
- Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school
- 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: High School Diploma / GED / Secondary School or equivalent
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