Institutional Portfolio Strategist I

Bank of America Corporation
New York, NY, USA
Apr 30, 2018
May 02, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job Description:

The Institutional Portfolio Strategist I is responsible for the portfolio administration and investment management of a book of small to mid-size institutional client relationships and charitable trusts. The Strategist interacts with internal partners, such as client relationship associates in Philanthropic Management and Retirement Services at all levels.
Roles and Responsibilities:
• Applies the institutional investment process and utilizes guidance based solutions and centralized trading tools to efficiently manage the book of business
• Executes robust end to end compliance processes including Investment Policy Statement maintenance, Asset Allocation Monitoring and Reg 9 investment reviews
• Conducts all aspects involved with managing portfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, and documenting account activities and client interaction
• Exhibits sound judgment and knowledge of risk in execution of IPS investment decisions and maintains strict compliance with regulatory items; exhibits comprehensive understanding of policies and procedures; applies attention to detail and accuracy in execution
• Supports the client team in effectively communicating our investment process and results to the client
• Earns confidence of partners and clients/prospects by conveying a deep understanding of the Institutional Investment business, our investment platform, our investment value proposition and can demonstrate application of top of house thought leadership for each situation
• Supports revenue growth of the market by delivering an Institutional client experience and supporting the sales process as appropriate
• Requires minimal day-to-day supervision, but receives guidance regarding expansion and maintenance of relationships

• BA/BS in Economics, Finance or other business related program
• CFA or seeking CFA; CFP and / or MBA also attractive.
• 3-5 years of prior portfolio management or investment management experience.
• A team player with excellent communication skills and time management skills, computer proficiency and a high level of professionalism, particularly as it relates to attention to detail.
• Very eager to learn; comfortable exploring new avenues for client service delivery

1st shift (United States of America)

Hours Per Week:

Similar jobs

Similar jobs