Portfolio Manager Iii

Bank of America

Upper Arlington, US
Base: $135,600.00 - $300,000.00 annualized; bonus/...
On-site
High-net-worth client management
Customized investment strategies
Asset allocation and portfolio construction
Bank of America is seeking a Portfolio Manager III to work with high-net-worth clients in developing customized investment strategies. The ideal candidate should possess extensive experience in investment decision-making, with a strong focus on client relationship management and fiduciary standards

Job Summary

  • This job is responsible for working with complex, high-net-worth investors to create customized investment strategies.
  • 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.
  • This role is eligible to participate in the annual discretionary plan.

Matching Summary

Match Score: 85

Bank of America is seeking a Portfolio Manager III to work with high-net-worth clients in developing customized investment strategies. The ideal candidate should possess extensive experience in investment decision-making, with a strong focus on client relationship management and fiduciary standards.

Salary

Base: $135,600.00 - $300,000.00 annualized; Bonus/Equity: Discretionary incentive eligible; Benefits: This role is currently benefits eligible.

Skills & Requirements

Must-have

  • High-net-worth client management
  • Customized investment strategies
  • Asset allocation and portfolio construction
  • Risk management and compliance
  • Client relationship management

Nice-to-have

  • Mentoring associates
  • Driving client retention
  • Business development

Key Requirements

  • 10 years of investment decision making
  • Financial consulting experience
  • High-net-worth and ultra-high net worth clients
  • Knowledge of fiduciary and financial products
  • Broad-based technical knowledge of investments, tax, legal and operations
  • Skills in negotiating, delegating and leadership

Work Rights

Not specified

Tailored Resume

Cover Letter