Portfolio Manager II

$96,700 - $162,200/Yr

Merrill Corporation - Seattle, WA

Full-time

Seattle, WA

Primary Metal Manufacturing

About the position

This position at Bank of America involves working with complex, high-net-worth investors to create customized investment strategies. The role focuses on discretionary portfolio management, including asset allocation, portfolio construction, security selection, trade execution, risk management, and compliance. The position also emphasizes client retention, business development, and mentoring associates, all while ensuring a diverse and inclusive workplace.

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 bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate.
• Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis.
• Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks.
• Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics.

Requirements

• High School Diploma / GED / Secondary School or equivalent
• Strong advisory and client investment management skills
• Customer and client focus
• Investment management expertise
• Excellent presentation skills
• Active listening abilities
• Analytical thinking
• Attention to detail
• Client experience knowledge
• Branding and valuation skills
• Strong ethics and practice standards
• Collaboration and critical thinking skills
• Data quality management
• Trading knowledge
• Effective written communications

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support for employees
• Annual discretionary award based on performance