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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

JOB DESCRIPTION:

This job is responsible for working with complex, high-net-worth investors to create customized investment strategies under the guidance of a Portfolio Manager. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development.

REQUIRED QUALIFICATIONS

• A minimum of 3+ years of experience in the financial services industry.
• Knowledge of fiduciary and financial products and services
• Strong communications skills, personal drive and initiative, and a high degree of professionalism.

DESIRED QUALIFICATIONS

Undergraduate degree in Finance, Accounting, Economics or equivalent preferred, as well as progress toward designations such as CPA, CFP, CFA, CIMA, CAIA and/or MBA.

SKILLS:

• Advisory
• Client Investments Management
• Customer and Client Focus
• Investment Management
• Presentation Skills
• Active Listening
• Analytical Thinking
• Attention to Detail
• Client Experience Branding
• Valuation Ethics and Practice Standards
• Collaboration
• Critical Thinking
• Data Quality Management
• Trading
• Written Communications

• Partners with teammates to understand the client’s situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
• Supports aspects of the client’s investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
• Collaborates with teammates to deliver the bank’s full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate
• Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis
• Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks
• Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics