Institutional Portfolio Manager

Applies the institutional investment process and utilizes guidance based solutions and centralized trading tools to efficiently manage the book of business. Executes robust end to end compliance processes including Investment Policy Statement maintenance, Asset Allocation Monitoring and Reg 9 investment reviews. Conducts all aspects involved with managing portfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, and documenting account activities and client interaction. Exhibits sound judgment and knowledge of risk in execution of IPS investment decisions and maintains strict compliance with regulatory items; exhibits comprehensive understanding of policies and procedures; applies attention to detail and accuracy in execution. Supports the client team in effectively communicating our investment process and results to the client.

According to JobzMall, the average salary range for a Institutional Portfolio Manager in 14701 Ventura Blvd, Sherman Oaks, CA 91403, USA is between $81,750 and $114,400 per year. This salary range is based on the experience and qualifications of the individual and the current job market in the area.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.