1 day old

Portfolio Manager II

Bank of America
Fort Worth, TX
  • Job Code
Company Bank of America

Job Title Portfolio Manager II

Jobid bankofamerica-17069426FortWorthTX

Location: Fort Worth, TX, 76101, USA

Description **Job Description:**

The Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection.

•Act as Investment quarterback of client relationship by evaluating, designing and overseeing all aspects of portfolio construction including manager selection.

•Oversee completion of investment policy statement.

•Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection, type of vehicle, including traditional, alternative, and derivative solutions.

•Support PC teams in effectively communicating to prospects our business culture, investment philosophy and range of investment and non-investment solutions that are relevant to the prospect and or existing clients.

•Develop and recommend strategies to achieve the investment goals of clients.

•Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate.

•Conduct all aspects involved with managing portfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting Reg. 9 investment reviews, and documenting account activities and client interaction.

•Support revenue growth of the market by meeting individual investment management, credit and deposit goals.

•May be responsible for developing and marketing specialized asset allocation products and services.

•Supervising, mentoring and coaching more junior staff.

**Required skills:**

- Knowledge of fiduciary and financial products and services required through extensive related work experience.

- Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients.

- Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school.

- Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required.


- A minimum of 10 - 15+ years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients.

- The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience.

- This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field.

- Undergraduate degree in Finance, Accounting, Economics or equivalent preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation.

- A graduate degree such as MBA or JD preferred.

**Posting Date** : 10/13/2017

**Location** :

Fort Worth, TX, 301 COMMERCE ST (TX1301),

- United States

**Travel** : Yes, 10% of the time

**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.


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Portfolio Manager II

Bank of America
Fort Worth, TX

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Fort Worth, TX

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