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Corporate - Investment Company Act Attorney in Tampa, FL

Bank of America Corporation May 20,2022 Location Tampa FL
This job is expired...

In-House

Attorney

Corporate - Asset/Investment Management

10-15 yrs required

Profile

Senior Portfolio Manager The candidate will act as Investment quarterback of client relationships by evaluating, designing, and overseeing all aspects of portfolio construction including manager selection. Oversee completion of the 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. Will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in wealth management, private banking, and/or the trust field. Should have 10-15+ years of investment decision-making and financial consulting experience working with high-net-worth clients and ultra-high net worth clients. A graduate degree such as MBA or JD is preferred; bring an appropriate mix of financial services expertise, management, and business development experience; an undergraduate degree in Finance, Accounting, Economics, or equivalent is preferred as well as hold appropriate credentials such as CPA, CFP, and or CFA designation. Should have 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 is usually acquired through training, seminars, or law school. Skills and experience in negotiating, delegating, leadership, superior client service, and relationship management skills required.

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