Experience:
5+ years of experience
Concerned about your lack of experience? Learn More...
Employment Type:
Part time
Posted:
3/9/2019
Job Category:
Finance
Portfolio Manager II - Dallas, TX
(This job is no longer available)
Bank of America | Dallas, TX
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Job Description

Job Description:

Business Overview

U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.

U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.

Job Description

The Portfolio Manager (PM) may act as the primary point of client contact, responsible for the discovery, analysis, design and oversight of clients' total financial picture. Their responsibilities will include the management of investments, asset allocation, and cash-flow planning as well as providing access to enterprise resources to help solve credit & banking needs for the emerging wealth client segment. The PM will serve as a technical/industry expert in managing, retaining and growing individual and family relationships utilizing appropriate product solutions including funds and model portfolios. The PM will need to effectively communicate with clients and partners our business culture and investment philosophy. The range of investment and non-investment solutions may include credit and banking products that are appropriate for existing clients. This role calls for an experienced professional with strong client relationship management skills that will play a significant role in recommending strategies to achieve the investment goals of our clients.

Requirements

* 5+ years of investment experience in a client facing role
* 3+ years of relationship management experience
* A team player with excellent communication skills, computer proficiency and high level of professionalism.
* Proficiency in MS Office applications, with advanced knowledge of Excel and PowerPoint a strong plus.
* Strong organizational skills and initiative with systematic follow-up.
* Must have an undergraduate degree in Finance, Accounting, Economics or equivalent; capable and committed to pursuing CPA, CFP, CFA and or MBA

Enterprise 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.

Posting Date: 03/07/2019

Location: Dallas, TX, BANK OF AMERICA PLAZA, 901 MAIN ST, - United States

Travel: No

Full / Part-time: Full time

Hours Per Week: 40

Shift: 1st shift

About Bank of America

Bank of America Corporation is a bank holding company. Through its banking subsidiaries (the Banks) and various non-banking subsidiaries throughout the United States and in selected international markets, Bank of America provides a diversified range of banking and non-banking financial services and products through three business segments: Global Consumer and Small Business Banking, Global Corporate and Investment Banking, and Global Wealth and Investment Management. The Company operates in 32 states, the District of Columbia and 30 foreign countries. In the United States, it serves 59 million consumer and small business relationships with 6,100 retail banking offices, 18,500 automated teller machines (ATMs) and 24 million active online users. It offers services in 13 states. In October 2007, it acquired ABN AMRO North America Holding Company. In July 2007, it acquired U.S. Trust Corporation. In July 2008, Bank of America acquired Countrywide Financial Corp.