Bank of America
Senior Portfolio Manager
Naples · Manager · Full-time · Posted Sep 23, 2024
- Experience
- A minimum of 10–15 years; no stated alternatives.
- Education
- Minimum: High School Diploma / GED / Secondary School or equivalent. Preferred: undergraduate degree in Finance, Accounting, Economics, or equivalent financial services/business experience; graduate degree such as MBA or JD preferred.
About the job
Manages complex high- and ultra-high-net-worth client portfolios, developing and overseeing customized investment strategies, portfolio construction, and client relationships.
What you'll do
- Design and oversee portfolio construction, investment policy statements, manager selection, and strategies aligned with client goals and risk tolerance.
- Review portfolio performance with clients, monitor allocations, execute trades, and maintain investment plans and account documentation.
- Support business growth and prospect engagement; mentor and coach junior staff.
What they ask for
- 10–15 years of investment decision-making and financial consulting experience with high- and ultra-high-net-worth clients.
- Extensive related experience and knowledge of fiduciary and financial products and services.
- Broad technical knowledge of investments, tax, legal, and operations; knowledge of fiduciary standards, principles, laws, and regulations.
- Negotiation, delegation, leadership, client service, and relationship management skills.
Nice to have
- Undergraduate degree in Finance, Accounting, Economics, or equivalent financial services/business experience; credentials such as CPA, CFP, or CFA.
- Graduate degree such as MBA or JD; financial services expertise, management, and business development experience.
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