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Bank Of America VP/ Director Equity Research Lead Portfolio Manager 
United States, New York, New York 
417846502

25.03.2025

Job Description:

This position will report directly into our Head of Global Wealth Management Portfolio and Investment Strategy.

  • Lead portfolio manager on a small cap portfolio
  • Serve as back up Portfolio Manager on additional portfolios, likely our mid cap portfolio
  • Sourcing new investment ideas
  • Working closely with the team’s risk manager to ensure the portfolio operates within our framework
  • Regularly interact with our global fundamental analysts, strategists and economists
  • Attend conferences and company meetings

Requirements:

  • 2-5 years of experience as a lead portfolio manager
  • 5+ years within the financial services industry
  • Small and mid-cap experience preferable
  • Have a track record of proactively sourcing ideas
  • Track record should reflect generating excess returns from stock selection
  • Must be willing to work in a collaborative team environment
  • Ability to communicate effectively with internal colleagues and external clients
1st shift (United States of America)