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Portfolio Manager I -Columbia

Bank of America | Columbia SC 29201 USA | Part Time | Posted: 06/14/2019

Job Descriptiontop

Job Description:


  • 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 U. S.Trust AA guidelines
  • Attend various, business critical internal and team meetings

  • 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.


1st shift (United States of America)

Hours Per Week:


Job Detailstop

Location Columbia, SC, 29201, United States
Categories Unspecified

Location Maptop

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Job Code 19040564

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