Student Veterans of America Jobs

Welcome to SVA’s jobs portal, your one-stop shop for finding the most up to date source of employment opportunities. We have partnered with the National Labor Exchange to provide you this information. You may be looking for part-time employment to supplement your income while you are in school. You might be looking for an internship to add experience to your resume. And you may be completing your training ready to start a new career. This site has all of those types of jobs.

Here are a few things you should know:
  • This site is mobile friendly. You do not need a log-in or password to access information.
  • Jobs on this site are original and unduplicated and come from three sources: the Federal government, state workforce agency job banks, and corporate career websites. All jobs are vetted to ensure there are no scams, training schemes, or phishing.
  • The site is refreshed daily to remove out-of-date content.
  • The newest jobs are listed first, so use the search features to match your interests. You can look for jobs in a specific geographical location, by title or keyword, or you can use the military crosswalk. You may want to do something different from your military career, but you undoubtedly have skills from that occupation that match to a civilian job.
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Bank of America Portfolio Manager II in Washington, District Of Columbia

Portfolio Manager II

Washington, District of Columbia

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Summary:

Responsible for executing investment programs designed to achieve the objectives of a group of client accounts. Implements policies and programs approved by management. Assists senior manager with major accounts. Works under the direction of management or senior portfolio managers.

Job Description:

The Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection.

  • Oversee completion of investment policy statement.

  • Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection, type of vehicle, including traditional, alternative, and derivative solutions.

  • Support PC teams in effectively communicating to prospects our business culture, investment philosophy and range of investment and non-investment solutions that are relevant to the prospect and or existing clients.

  • Develop and recommend strategies to achieve the investment goals of clients.

  • Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate.

  • Conduct all aspects involved with managing portfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting Reg. 9 investment reviews, and documenting account activities and client interaction.

  • Support revenue growth of the market by meeting individual investment management, credit and deposit goals.

  • May be responsible for developing and marketing specialized asset allocation products and services.

  • Supervising, mentoring and coaching more junior staff.

Required Qualifications:

  • A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients.

  • This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field.

  • Knowledge of fiduciary and financial products and services required through extensive related work experience.

  • Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients.

  • Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school.

  • Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required.

Desired Qualifications:

  • Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation. ​

  • A graduate degree such as MBA or JD preferred

  • The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience

Skills:

  • Advisory

  • Client Investments Management

  • Customer and Client Focus

  • Investment Management

  • Presentation Skills

  • Active Listening

  • Analytical Thinking

  • Attention to Detail

  • Client Experience Branding

  • Valuation Ethics and Practice Standards

  • Collaboration

  • Critical Thinking

  • Data Quality Management

  • Trading

  • Written Communications

Minimum Education Requirement: Null

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

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