11 hours
2018-01-212018-02-20

Portfolio Manager Associate - Stamford, CT

Bank of America
Stamford, CT
  • Job Code
    bankofamerica-17076272StamfordCT
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Company Bank of America

Job Title Portfolio Manager Associate - Stamford, CT

Jobid bankofamerica-17076272StamfordCT

Location: Stamford, CT, 06912, USA

Description **Job Description:**



**Business Overview**



U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.



U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.



**Job Description**



The Portfolio Manager Associate is charged with assisting a team of Portfolio Managers in providing integrated investment advice and portfolio management services to high net worth clients. A team player with excellent communication skills, computer proficiency and high level of professionalism. Must have an undergraduate degree in Finance, Accounting, Economics or equivalent. CFA or CFA candidate preferred. Assist the fixed income team in all aspects of fixed income portfolio management including:



+ Assist portfolio managers in implementing trades and security allocations across numerous accounts.

+ Field internal and external fixed income requests.

+ Assists research analysts in creating, editing and distributing research reports.

+ Update fixed income marketing data and reports on Market Place.

+ Direct client on-boarding procedures.

+ Generate daily portfolio reports from external and internal systems.

+ Assist in the creation of new business presentations.

+ Shepard reports through compliance procedures.

+ Create custom reports for both internal and external uses.



**Required Skills**



+ 2+ years of professional investment experience in a client facing role

+ BA/BS in Finance, Accounting or related field of study

+ General knowledge of the various fixed income sectors and securities.

+ Experience with Factset, BLOOMBERG, and Bondedge helpful.

+ Knowledge of Excel, Word, and Power Point required.

+ Flexibility to work in an entrepreneurial environment within a larger institution.



**Posting Date** : 11/16/2017



**Location** :

Stamford, CT, 225 High Ridge Rd (CT2212),

- United States



**Travel** : No



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.



Categories

  • Management

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Portfolio Manager Associate - Stamford, CT

Bank of America
Stamford, CT

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Bank of America
Stamford, CT

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