Portfolio Manager ll
Bank of America
Company Bank of America
Job Title Portfolio Manager ll
Location: Tampa, FL, 33603, USA
Description **Job Description:**
Responsible for executing investment programs designed to achieve the objectives of a group of client accounts. Implements policies and programs approved by management. Assists senior manager with major accounts. Works under the direction of management or senior portfolio managers.
+ 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.
+ 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.
+ Meets 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.
+ Conduct all aspects involved with managing portfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting Reg. 9 investment reviews, and documenting account activities and client interaction.
+ Support revenue growth of the market by meeting individual investment management, credit and deposit goals.
+ Supervising, mentoring and coaching more junior staff.
+ A minimum of 5 - 10 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients.
+ The ideal candidate will 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.
+ Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school.
+ Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required.
+ This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field.
+ Undergraduate degree in Finance, Accounting, Economics or equivalent preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation. A graduate degree such as MBA or JD preferred.
**Posting Date** : 01/11/2017
**Location** : US-FL-Tampa
**Travel** : Yes, 10% of the time
**Full / Part-time** : Full time
**Hours Per Week** : 40
**Shift** : 1st shift
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