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Job Description:
Summary of Position
Works with High Net Worth Investors to create customized investment strategies. Responsible for understanding strategic investment objectives, spending policy needs and unique client/prospect goals to provide guidance and develop, implement and manage investments. Portfolio Managers (PMs) can manage customized client portfolios on a fully discretionary basis and where applicable provides advisory services and single mandate strategies.
Manages individual securities (stocks, bonds, REITs, MLPs, etc.), SMAs, alternative investments, and Specialty Assets (i.e. Timber, Farm, Oil and Gas), in addition to monitoring the portfolios and rebalancing to ensure alignment of asset allocation with client's investment objectives and risk tolerances. Usually manages the firm's the most complex and sophisticated relationships.
Core Competencies
Major Responsibilities
Shift:
1st shift (United States of America)Hours Per Week:
40Full Time
Banking
09/30/2022
10/04/2022
bankofamerica.com
FARMINGTON, NM
>50,000
1968
LINDA BOYCE
>$50B
Banking
Bank America is an insurance company based out of P.O. BOX 15292, Richmond, Virginia, United States.
The following is the career advancement route for Portfolio Manager I (Westport, CT) positions, which can be used as a reference in future career path planning. As a Portfolio Manager I (Westport, CT), it can be promoted into senior positions as a Portfolio Manager III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Manager I (Westport, CT). You can explore the career advancement for a Portfolio Manager I (Westport, CT) below and select your interested title to get hiring information.