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Bank of America
Dallas, TX, United States
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our team
Job Source: Bank of AmericaVWH Capital Management LP
Dallas, TX, United States
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Job Source: VWH Capital Management LPNAIOP SoCal
Dallas, TX, United States
As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging
Job Source: NAIOP SoCalKroll
Dallas, TX, United States
In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Combining our sharp analytical skills with cutting-edge technology, we go beyond mere answers to deliver clarity across all aspects of business. At Kroll we embrace diverse backgrounds and global perspectives, fosteri
Job Source: KrollKroll
Dallas, TX, United States
Job Description Kroll's Portfolio Valuation practice is the leading provider of valuation advisory services to the alternative investment industry and we boast a prestigious clientele of the world's leading alternative asset managers. Operating on a truly global scale, we specialize in valuing illiquid and difficult to value investments where no "
Job Source: KrollGlobal Channel Management, Inc.
Irving, TX, United States
IT Portfolio Manager Opportunity Location: Charlotte, NC, Iselin, NJ, and Dallas, TX Requirements Bachelor's degree in Management Information Systems, Computer Sciences, or related field Minimum of 10+ years of IT experience, with at least five years in a Portfolio/Program management role SAFe Certified preferred Proficiency in Agile methodologi
Job Source: Global Channel Management, Inc.Fisher Investments
Plano, TX, United States
Overview It's an exciting time to join Fisher Investments; we're investing in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled team that promotes future global growth through strategic solutions and progress. The Opportunity: The Senior Data
Job Source: Fisher InvestmentsFisher Investments
Plano, TX, United States
Overview It's an exciting time to join Fisher Investments; we're investing in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled team that promotes future global growth through strategic solutions and progress. The Opportunity: The Senior Data E
Job Source: Fisher InvestmentsDallas, TX, United States
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Summary:
The Portfolio Management Senior Associate (PMSA) is a specialist role that has primary responsibility for assisting the Portfolio Manager(s) in providing integrated investment advice and portfolio management services. PMSAs are investment product experts who act as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers.
The PMSA will coordinate the internal delivery of investment services through the appropriate channels within the CIO groups. Additionally, PMSAs will seek out new business opportunities from existing books of business and assist other service associates as needed .
Job Description:
In addition to the ability to deliver generalist support and as part of the Client Team, actively support Portfolio Managers to meet clients’ investment needs and expectations
Support Portfolio Managers with portfolio composition analysis and in achieving asset allocation monitoring, investment policy statement quality and completeness
Responsible for:
Client Presentations (i.e. Asset Allocation and Performance Reporting)
Investment Policy Statement Create, Update & Affirm
Trading
Account Re-balancing
Daily Monitoring (Non-Policy / BAC / Client-Directed Sale, etc.)
Compliance clean-ups
Reg. 9
Asset Allocation Monitoring, Portfolio Analysis and Stochastic Modeling
Idea Generation
Market & Platform Research
Administrative dues as required
Ensuring management of concentration documentation
Assist in developing and/or delivering solution specific investment proposals
Proactively identify deepening opportunities while performing existing responsibilities and engaging in meaningful interactions
Leverage experience and deep expertise to manage and/or execute client investment transactions
Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions
Coordinate with Client Teams and partner to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner
Ensure adherence to all internal policies and compliance to legal and regulatory requirements
Qualifications :
Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales
Ability to successfully complete assessment of critical skills
BS/BA degree in Business, Finance, Economics or Law desired
Ability to obtain and maintain SAFE Act registration
Skills:
Critical Thinking
Customer and Client Focus
Prioritization
Problem Solving
Risk Management
Attention to Detail
Business Acumen
Collaboration
Decision Making
Written Communications
Active Listening
Analytical Thinking
Organizational Effectiveness
Result Orientation
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America) Hours Per Week:
40
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Email Alert for Portfolio Management Senior Associate jobs in Dallas, TX, United States
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