
Portfolio Manager
Act as Investment quarterback of client relationship by evaluating, designing and overseeing all aspects of portfolio construction including manager selection. Oversee completion of investment policy statement. Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection, type of vehicle, including traditional, alternative, and derivative solutions. Support PC teams in effectively communicating to prospects our business culture, investment philosophy and range of investment and non-investment solutions that are relevant to the prospect and or existing clients. Develop and recommend strategies to achieve the investment goals of clients. Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate.
A minimum of 10 - 15+ years of investment decision making and financial consulting experience
Bring an appropriate mix of financial services expertise, management and business development experience.
Knowledge of fiduciary and financial products and services required through extensive related work experience.
Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients.
Portfolio Management
Time Management Skills
MS Excel skills
Financial analysis & reporting
Documentation/Reporting
Negotiation and conflict resolution skills
Process Improvement
Detail Oriented
Self-Driven
Adaptability
Problem-solving and resourcefulness
Multi-tasking
Verbal and Written Communication
According to JobzMall, the average salary range for a Portfolio Manager in 500 Campus Dr, Florham Park, NJ 07932, USA is as follows:
The average salary range for a Portfolio Manager in 500 Campus Dr, Florham Park, NJ 07932, USA is between $66,000 and $142,000 per year. This range is based on the salaries of experienced professionals in the field, as well as the local cost of living.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
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.

Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started