מציאת משרת הייטק בחברות הטובות ביותר מעולם לא הייתה קלה יותר
Bank Of America Portfolio Manager II United States, Washington, Seattle 747592026
This job is responsible for working with complex, high-net-worth investors to create customized investment strategies in partnership with Senior Managers. 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, while mentoring associates.
Responsibilities:
- Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
- Manages all 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
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
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך
