hero

Workforce Innovation Center Career Board

Leverage our network to build your career. Find companies that you will love to work for that have the benefits and perks you need.

Explore the careers Cincinnati USA Regional Chamber Members have to offer.
88
companies
9,438
Jobs
\n
","datePosted":"2023-11-10T13:49:15.375Z","validThrough":"2023-12-21","employmentType":[],"hiringOrganization":{"@type":"Organization","name":"Bank of America","description":"Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.\r\n","numberOfEmployees":212226,"address":[{"address":{"@type":"PostalAddress","addressLocality":"Charlotte, NC, USA"}}],"sameAs":"https://bankofamerica.com","url":"https://bankofamerica.com","logo":"https://cdn.getro.com/companies/b91bbbaf-1852-5bb6-9ceb-fb61c77bd1ae","memberOf":{"@type":"Organization","name":"Workforce Innovation Center","description":"","logo":"https://cdn.filepicker.io/api/file/bznXwXQSTx6sasXQoFwd","url":"careers.workforceinnovationcenter.com"},"keywords":"Finance, Lending and Investments"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Multiple locations"}}}

Portfolio Manager I - Fixed Income

Bank of America

Bank of America

Multiple locations
Posted 6+ months ago

Job Description:

The Portfolio Manager within the Chief Investment Office (CIO) will be responsible for managing a variety of Fixed Income separately managed accounts (SMAs), portfolio construction and strategy implementation, with the goal of driving strong investment performance on a risk-adjusted basis. The candidate will conduct all aspects of managing portfolios day to day, including trade execution, positioning oversight, and documenting account activities and client interactions. She/He will also support a range of client-service activities and outreach as well as contribution to investment strategy.

Role Responsibilities:

•            Implement CIO Fixed Income Investment strategies within client portfolios

•            Daily monitoring of portfolio positioning, identifying appropriate trades in order to manage portfolios to investment targets and models (e.g. credit quality, duration, curve, and security selection), overdrafts, rash raises, etc. 

•            Ensure timely enrollment of new accounts onto trading and portfolio management platform (Charles River) and investment of new funds 

•            Interact with Private Bank partners to communicate team capabilities/solutions as well as resolve client questions  

•            Partner with Senior Fixed Income PMs to deepen existing client relationships and provide additional capacity to engage prospective clients

•            Prepare client presentations and new business materials. Resolve ad hoc client requests

•            Create and build investment content for prospect presentations and investment reviews for existing clients

•            Contribute expertise and views to the development of the Fixed Income team’s investment strategy and portfolio positioning

Qualifications:

•            4-7 years of relevant Fixed Income experience (portfolio management, trading, or credit research) or experience in an investment decision making role working with high net worth clients and ultra-high net worth clients

•            Strong relationship management and polished communication skills 

•            Ability to manage multiple deliverables simultaneously, work independently, but also support broader team efforts

•            Curiosity, knowledge and enthusiasm for the securities and financial market

•            Organized, attention to detail and can juggle multiple deliverables at the same time without sacrificing quality of work

•            Strong analytical and problem-solving skills

•            Bachelor’s degree required. MBA/CFA or progress towards CFA preferred

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role