Job Description:
The Equity Research Portfolio Strategy team is seeking a Lead Portfolio Manager to run coverage on the Small Cap portfolio and backup coverage on the Mid Cap portfolio. Our team manages long-only concentrated portfolios across different strategies. You will be primarily responsible for providing strategic investment guidance related to constructing and managing equity portfolios.
This position will report directly into our Head of Global Wealth Management Portfolio and Investment Strategy.
- Lead portfolio manager on a small cap portfolio
- Serve as back up Portfolio Manager on additional portfolios, likely our mid cap portfolio
- Sourcing new investment ideas
- Working closely with the team’s risk manager to ensure the portfolio operates within our framework
- Regularly interact with our global fundamental analysts, strategists and economists
- Attend conferences and company meetings
Requirements:
- 2-5 years of experience as a lead portfolio manager
- 5+ years within the financial services industry
- Small and mid-cap experience preferable
- Have a track record of proactively sourcing ideas
- Track record should reflect generating excess returns from stock selection
- Must be willing to work in a collaborative team environment
- Ability to communicate effectively with internal colleagues and external clients
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)
Pay and benefits information
Pay range$200,000.00 - $300,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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What We Do
We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.
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