Summary:
- Job title: Portfolio Manager III
- Location: Pittsburgh, Pennsylvania
- Posted date: April 02, 2025
- Salary: Competitive, based on experience
- Company: Bank of America
- Type: Full-time, permanent
- Education: High School Diploma/GED or equivalent, Bachelor's or graduate degree preferred
- Shift: 1st shift (United States of America)
- Hours per week: 40
- Travel: Yes, 5% of the time
Responsibilities:
- Work with high-net-worth investors to create customized investment strategies
- Evaluate, design, construct, manage, and monitor all aspects of discretionary portfolio management
- Collaborate with teammates to deliver the bank's full array of integrated solutions
- Engage with clients to review investment performance and anticipate market changes
- Stay up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends
- Develop meaningful relationships with clients while demonstrating the highest care, skill, diligence, and ethics
Required Qualifications:
- Minimum 10-15 years of investment decision making and financial consulting experience
- Experience working with high net worth clients and ultra-high net worth clients
- Knowledge of fiduciary and financial products and services
- Broad-based technical knowledge of investments, tax, legal, and operations
- Knowledge of fiduciary standards, principles, and applicable laws and regulations
- Skills and experience in negotiating, delegating, leadership, superior client service, and relationship management
Desired Qualifications:
- Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred
- Appropriate credentials such as CPA, CFP, and/or CFA designation
- Graduate degree such as MBA or JD preferred
- Mix of financial services expertise, management, and business development experience
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
About the Company:
Bank of America is a leading financial institution that is committed to helping individuals and businesses achieve financial success. The company is guided by a common purpose to make financial lives better through the power of every connection. Bank of America offers a diverse and inclusive workplace, opportunities for career growth, and a commitment to supporting the physical, emotional, and financial wellness of its teammates.
Benefits:
- Competitive salary
- Comprehensive benefits package including medical, dental, and vision insurance
- Retirement savings plans
- Paid time off and holiday pay
- Tuition reimbursement
- Employee discounts and perks
Join the Bank of America team and make a positive impact on the financial lives of clients while building a successful career. Apply now!
