Description

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This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates.

Responsibilities:

Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives

Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews

Collaborates with teammates to deliver the

📌 Portfolio Manager III (Napoli)
🏢 Bank of America
📍 Napoli