Bank of America

Portfolio Manager

Bank of America

500 Campus Dr, Florham Park, NJ 07932, USA
Full-TimeDepends on ExperienceSenior LevelBachelors
Job Description

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.

Where is this job?
This job is located at 500 Campus Dr, Florham Park, NJ 07932, USA
Job Qualifications
  • 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.

Required Skills
  • Portfolio Management

  • Time Management Skills

  • MS Excel skills

  • Financial analysis & reporting

  • Documentation/Reporting

  • Negotiation and conflict resolution skills

Soft Skills
  • Process Improvement

  • Detail Oriented

  • Self-Driven

  • Adaptability

  • Problem-solving and resourcefulness

  • Multi-tasking

  • Verbal and Written Communication

Compensation

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.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedSeptember 8th, 2022
Apply BeforeMay 22nd, 2025
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About Bank of America

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.

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