Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Considers legal and tax impact of investment decisions. Monitors daily investment activities to be aware of market changes. May manage a team of portfolio managers. Requires a bachelor's degree. May require National Association of Securities Dealers (NASD). Typically reports to senior management. Work ...is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. Typically requires 4 -7 years of related experience.More Show Less
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Job Description. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace fo...
Work Days. Monday - Friday |. Hours of Operation. 8:00am - 5:00pm. Why Broadway Bank. We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending. Our Broadway Bankers are empowered to drive innovation, grow their careers, and be their authentic selves, regardless of their background. Purpose of the Position. Incumbent is developing intermedi...
