Search for Jobs

4089 Results for investment OR "portfolio manager" OR partner
Private Bank
Waltham, MA, United States
19 days ago
Bank of America
Boston, MA, United States
9 days ago
Bank of America
Boston, MA, United States
10 days ago
Bank of America
Chicago, IL, United States
9 days ago
Voya Financial
Atlanta, GA, United States
14 days ago
Bank of America
Fort Worth, TX, United States
6 days ago
Bank of America
Houston, TX, United States
9 days ago
Bank of America
Florham Park, NJ, United States
9 days ago
Bank of America
Tampa, FL, United States
9 days ago
Bank of America
Providence, RI, United States
9 days ago
Bank of America
Dallas, TX, United States
10 days ago
Bank of America
Troy, MI, United States
10 days ago
Bank of America
Austin, TX, United States
10 days ago
Bank of America
New Haven, CT, United States
10 days ago
Bank of America
Mount Pleasant, SC, United States
8 days ago
Bank of America
Richmond, VA, United States
9 days ago
Bank of America
Dallas, TX, United States
9 days ago
Bank of America
Miami, FL, United States
10 days ago
Bank of America
Chevy Chase, MD, United States
10 days ago
Bank of America
Mount Pleasant, SC, United States
10 days ago
Bank of America
Hartford, CT, United States
10 days ago
Bank of America
Buffalo, NY, United States
9 days ago
Wells Fargo
Minneapolis, MN, United States
13 days ago
Wells Fargo
Omaha, NE, United States
30+ days ago
1 - 25 Results of 4089
Private Bank
Waltham, Massachusetts, United States
19 days ago

Description

Private Bank

Investment & Trading

Job Description:

Role Description: Under the guidance of a Portfolio Manager III, the Portfolio Manager I is accountable for the construction, implementation and monitoring of investment portfolios while continually identifying areas for proactive, value added contributions to all investment activities including AA, portfolio construction & management, client servicing & business development.

Responsibilities:

  • Support Private Wealth teams, Private Client Advisors (PCAs), Private Client Managers (PCMs), Trust Officers (TOs), and Portfolio Managers (PMs) in effectively communicating investment philosophy and range of investment and non-investment solutions and regularly participate in client and prospect meetings
  • Respond to client requests when Senior PMs are out of the office
  • Reg 9 meeting preparation
  • Recommend investment solutions to PM
  • Handle trade order entry for portfolio transactions & administration of custody account trades & performance
  • Ensure timely investment of funds into new accounts
  • Analyze and make appropriate AA recommendations to the PM
  • Partner with Senior PM to service existing book and to provide additional capacity for prospect meetings
  • Independently conduct portfolio review meetings with clients
  • Management of investments and asset allocation for small subset of Sr. PM's book (less complex HNW portfolios)
  • Rebalance existing portfolios according to Private Bank AA guidelines
  • Attend various, business critical internal and team meetings
  • Create and build investment content for prospect presentations & investment reviews with existing clients


Experience Skills and Qualifications:

  • A minimum of 3-5 years of experience in the financial services industry.
  • Knowledge of fiduciary and financial products and services
  • Strong communications skills, personal drive and initiative, and a high degree of professionalism. .
  • Undergraduate degree in Finance, Accounting, Economics or equivalent preferred as well as progress toward designations such as CPA, CFP , CFA, CIMA, CAIA and/or MBA.


Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
--> Job Description:

Role Description: Under the guidance of a Portfolio Manager III, the Portfolio Manager I is accountable for the construction, implementation and monitoring of investment portfolios while continually identifying areas for proactive, value added contributions to all investment activities including AA, portfolio construction & management, client servicing & business development.

Responsibilities:

  • Support Private Wealth teams, Private Client Advisors (PCAs), Private Client Managers (PCMs), Trust Officers (TOs), and Portfolio Managers (PMs) in effectively communicating investment philosophy and range of investment and non-investment solutions and regularly participate in client and prospect meetings
  • Respond to client requests when Senior PMs are out of the office
  • Reg 9 meeting preparation
  • Recommend investment solutions to PM
  • Handle trade order entry for portfolio transactions & administration of custody account trades & performance
  • Ensure timely investment of funds into new accounts
  • Analyze and make appropriate AA recommendations to the PM
  • Partner with Senior PM to service existing book and to provide additional capacity for prospect meetings
  • Independently conduct portfolio review meetings with clients
  • Management of investments and asset allocation for small subset of Sr. PM's book (less complex HNW portfolios)
  • Rebalance existing portfolios according to Private Bank AA guidelines
  • Attend various, business critical internal and team meetings
  • Create and build investment content for prospect presentations & investment reviews with existing clients


Experience Skills and Qualifications:

  • A minimum of 3-5 years of experience in the financial services industry.
  • Knowledge of fiduciary and financial products and services
  • Strong communications skills, personal drive and initiative, and a high degree of professionalism. .
  • Undergraduate degree in Finance, Accounting, Economics or equivalent preferred as well as progress toward designations such as CPA, CFP , CFA, CIMA, CAIA and/or MBA.


Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
Job Description:

Role Description: Under the guidance of a Portfolio Manager III, the Portfolio Manager I is accountable for the construction, implementation and monitoring of investment portfolios while continually identifying areas for proactive, value added contributions to all investment activities including AA, portfolio construction & management, client servicing & business development.

Responsibilities:

  • Support Private Wealth teams, Private Client Advisors (PCAs), Private Client Managers (PCMs), Trust Officers (TOs), and Portfolio Managers (PMs) in effectively communicating investment philosophy and range of investment and non-investment solutions and regularly participate in client and prospect meetings
  • Respond to client requests when Senior PMs are out of the office
  • Reg 9 meeting preparation
  • Recommend investment solutions to PM
  • Handle trade order entry for portfolio transactions & administration of custody account trades & performance
  • Ensure timely investment of funds into new accounts
  • Analyze and make appropriate AA recommendations to the PM
  • Partner with Senior PM to service existing book and to provide additional capacity for prospect meetings
  • Independently conduct portfolio review meetings with clients
  • Management of investments and asset allocation for small subset of Sr. PM's book (less complex HNW portfolios)
  • Rebalance existing portfolios according to Private Bank AA guidelines
  • Attend various, business critical internal and team meetings
  • Create and build investment content for prospect presentations & investment reviews with existing clients


Experience Skills and Qualifications:

  • A minimum of 3-5 years of experience in the financial services industry.
  • Knowledge of fiduciary and financial products and services
  • Strong communications skills, personal drive and initiative, and a high degree of professionalism. .
  • Undergraduate degree in Finance, Accounting, Economics or equivalent preferred as well as progress toward designations such as CPA, CFP , CFA, CIMA, CAIA and/or MBA.


Shift:
1st shift (United States of America)

Hours Per Week:
40
Learn more about this role

Job Information

  • Job ID: 63164185
  • Location:
    Waltham, Massachusetts, United States
  • Position Title: Institutional Portfolio Manager I
  • Company Name For Job: Private Bank
  • Job Function: Banking
  • Job Type: Full-Time
Jobs You May Like
Filters
Job Function
Industry
State